Complete Zoho Stack for a B2B Packaging Manufacturer

The challenge

A Pune-based B2B packaging manufacturer was running sales, service, inventory, accounting, ticketing, and analytics across scattered Excel files and a legacy Salesforce setup.

That fragmentation meant duplicated data entry and no single, reliable view of the business to operate or report from.

The solution

One Zoho operating system replaced the legacy stack — Zoho CRM, Books, Desk, Analytics, and People working together, with n8n connecting the moving parts.

Sales, service, inventory, accounting, ticketing, and analytics now live in one connected environment instead of separate files.

Implementation

• Migrated 8 legacy data files from Excel and Salesforce into the new account model.
• Imported 46 vendors into the account structure so procurement and sales share one source of truth.
• Built 10 Zoho Analytics dashboards to give the business reporting it did not have before.

Results

• The manufacturer runs daily operations on a single Zoho system rather than disconnected spreadsheets.
• Legacy data and vendors were consolidated into one account model.
• The stack is live and used daily across the business.

Impact

• 8 legacy data files migrated from Excel and Salesforce
• 46 vendors imported into the account model
• 10 Zoho Analytics dashboards created