About the Client
Who is JRSGL Global?
JRS Global Networks Pvt. Ltd., founded in 2010 and based in Delhi, operates in the sales and distribution of wired and wireless telecom products such as routers, switches, access points, backhaul radios, and antennas. The organization has a presence across Ahmedabad, Kolkata, Hyderabad, Mumbai, and Noida, and has also expanded operations into North America.
GP
Gyan Prakash Yadav
Managing Director and Founder
AP
Aditya Prakash Yadav
Director
Business Model & Offerings
What JRSGL Offers
- Sales and distribution of wired and wireless telecom products.
- Products including routers, switches, access points, backhaul radios, and antennas.
- Installation, configuration, and product support services for customers and partners.
Zoho CRM's Role
Zoho's Role
How Zoho Powers JRSGL Global
The implementation connected customer and sales operations with inventory and finance processes, helping JRSGL manage stock, warehouses, quotations, sales orders, and support activities through the Zoho ecosystem.
Zoho CRM
Zoho CRM was customized according to the client's requirements, and four organizations were added to the system. The setup was tailored because the client was not actively using the standard Leads, Contacts, Accounts, and Quotes modules.
Zoho Finance & Zoho Books
Zoho Finance was integrated with CRM for generating quotations and sales orders, with invoices, estimates, sales orders, and purchase orders available within the CRM workflow. The free version of Zoho Books was used to enable estimate-template editing, with support for up to five templates.
Zoho Inventory
Zoho Inventory was integrated with Zoho CRM to support stock management requirements and warehouse operations, even though the client was using Inventory as a standalone account.
Zoho Desk
Five users were added to Zoho Desk and provided with a demonstration of the ticketing application and its functionality.
The Problem
What Needed Solving
JRSGL faced challenges in managing inventory and stock while also requiring finance functionality within Zoho CRM. The project required integrations and configuration changes to align the Zoho applications with the company’s sales, inventory, warehouse, and support processes.
- HSN codes were not reflecting in Zoho Inventory.
- Committed stock was not initially visible in inventory.
- The client wanted to rename the quote module in Zoho Finance to estimate.
- Users could not initially be added to Zoho Desk as required.
- Multiple warehouses needed to be enabled in Zoho Inventory.
- Sales order templates needed to align as closely as possible with Inventory templates.
- Newly created taxes were not appearing in the tax-field dropdown.
- The team initially had limited knowledge of Zoho Inventory, Zoho Books, and Zoho Finance.
Key Challenges
A
Inventory
B
Finance
C
Warehouses
D
Zoho Desk
E
Taxes
F
Adoption
Solution & Implementation
Proposed Solution
- Customized Zoho CRM and added four organizations according to the client’s business requirements.
- Integrated Zoho Finance with Zoho CRM for quotations, sales orders, invoices, estimates, and purchase orders.
- Integrated Zoho Inventory with Zoho CRM to support stock and inventory management.
- Used the free version of Zoho Books for estimate-template editing.
- Added five users to Zoho Desk and provided application training.
- Enabled all four warehouses in Zoho Inventory.
- Configured and adjusted available templates to align with the client’s requirements.
- Resolved tax visibility by assigning the appropriate tax type, such as IGST, CGST, or SGST, and accounting for GST requirements.
Addressing Key Challenges
The HSN code issue was raised with Zoho and resolved within 4–5 days. Committed stock visibility was clarified as becoming available when a sales order is created and confirmed. The request to rename the Estimates module could not be fulfilled because it is a default Zoho Finance module. The Zoho Desk user issue was escalated and resolved, allowing all five users to be added. Continuous hands-on support helped the team become more proficient with the Zoho applications.
Outcomes
Key Takeaways
✅
Streamlined Management Process
— Key processes such as order processing, inventory updates, and customer communication became more organized.
✅
Enhanced Stock Tracking
— Real-time visibility across warehouses improved tracking of stock quantities, movements, and locations.
✅
Increased Efficiency
— Automation reduced manual intervention in stock updates, order processing, and inventory tracking.
✅
Improved Team Collaboration
— Centralized inventory information supported better coordination across sales, procurement, and warehouse teams.
✅
Better Inventory Control
— Improved warehouse and stock synchronization supported monitoring of availability and stock movements.
✅
Connected Sales & Finance Processes
— CRM, Inventory, and Finance integration supported smoother quotation and sales-order workflows.
Conclusion
By integrating Zoho Inventory with Zoho CRM and connecting the required finance workflows, JRSGL improved stock management and created better visibility into inventory across multiple warehouses. The implementation also supported the generation of quotations and sales orders while connecting sales, inventory, and finance processes. Through customized configuration, issue resolution, and hands-on guidance, the project helped JRSGL streamline operations, improve collaboration, and establish a more scalable foundation for future growth.
