Big Daddy Casino Case Study: Zoho CRM

At a glance

One record from enquiry to invoice

Fewer manual handoffs between teams

Invoices tied to delivered work

Pipeline and receivables in one view

The challenge

What Big Daddy Casino needed to fix

Big Daddy Casino engaged Shyphan to run its day-to-day flow on connected Zoho apps, so every step from enquiry to invoice lives in one system.

Disconnected stepsSales, operations and finance were tracked in separate places.
Manual handoffsInformation was retyped between teams at each step.
Billing accuracyInvoices had to match what was delivered.
Management visibilityOwners needed one view of the pipeline and receivables.

Team meeting around a boardroom table during a presentation. Photo credit

Before and after

What changed for the team

BeforeAfter

Sales, operations and finance tracked in separate places

One record from enquiry to invoice across connected Zoho apps

Information retyped between teams at every step of the flow

Order details carried from Zoho CRM to Zoho Books without retyping

Invoices that had to be matched to delivered work

Invoices raised from confirmed and delivered work in Zoho Books

No single view of pipeline and receivables for owners

Pipeline and receivables visible to owners in one view

How it works

The business process, step by step

01
Customer order
Website and inbound enquiries are recorded in Zoho CRM, and confirmed customer orders are kept on the same record, so sales starts every job from one place without retyping details.
02
Resource assignment
Once an order is confirmed, the operations team allocates the resources needed to deliver it, with stock items handled in Zoho Inventory and order details carried over from Zoho CRM.
03
Fulfilment
The team delivers the order and records it as fulfilled. Because fulfilment is recorded against the same order, what was delivered is clear when the job moves on to finance.
04
Invoicing
Confirmed and delivered work flows to Zoho Books for invoicing, so the invoice reflects what was actually delivered and finance does not need to retype the order details.
05
Reporting
Management reviews the pipeline from Zoho CRM and receivables from Zoho Books in one view, so owners can follow open orders and outstanding payments without combining separate records.

The solution

What we built for Big Daddy Casino

Shyphan delivered the project on Zoho CRM, Zoho Books and Zoho Inventory, covering a 5-step process with 2 integration points.

Who uses it

Sales team

Record enquiries and customer orders in Zoho CRM and confirm the work that is to be delivered.

Operations team

Allocate resources to confirmed orders, use Zoho Inventory for stock items and record fulfilment.

Finance team

Invoice confirmed and delivered work in Zoho Books and follow up outstanding receivables.

Owners

Review the sales pipeline and outstanding receivables together in one management view built on Zoho data.

Architecture

How the systems connect

InputsWebsite enquiriesInbound enquiries

Delivered by Shyphan

OutputsCustomer invoicesManagement reports

Integrations

Enquiry capture to CRM
Website and inbound enquiries recorded in CRM.
Sales to finance
Confirmed work flows to invoicing.

Reports and dashboards

Sales pipeline

Enquiries and customer orders in Zoho CRM by stage, from first contact to confirmation.

Fulfilment status

Confirmed orders with their assigned resources and current fulfilment status.

Invoicing

Delivered work invoiced in Zoho Books and any confirmed work still awaiting an invoice.

Receivables

Outstanding customer balances and payments recorded in Zoho Books, for owner review.

The results

What the system does now

One record from enquiry to invoice
Fewer manual handoffs between teams
Invoices tied to delivered work
Pipeline and receivables in one view

Delivery

Five phases, discovery to support

01
Discovery
Process mapping, documents and data reviewed with each team.
02
Design
Target flow agreed across 3 apps and 2 integration points.
03
Build
Apps configured, custom logic built and integrations connected.
04
Test and train
User acceptance testing with real scenarios and role-based training.
05
Go-live and support
Cut-over, hypercare and ongoing improvements.

FAQ

Questions about this project

Which Zoho apps were connected in this project?

The flow runs on Zoho CRM for enquiries and orders, Zoho Inventory for stock items used in fulfilment, and Zoho Books for invoicing and receivables. Together they keep each step from enquiry to invoice on one connected record.

How does work move from sales to finance?

Once work is confirmed and delivered, it flows from the sales record to Zoho Books for invoicing. Finance does not need to retype order details, and the invoice reflects what was actually delivered to the customer.

What can owners see in reporting?

Owners get one view of the sales pipeline from Zoho CRM and receivables from Zoho Books, so open orders and outstanding payments can be reviewed together rather than pulled from separate places.

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Big Daddy Casino

What Big Daddy Casino needed to fix

What changed for the team

The business process, step by step

Customer order

Resource assignment

Fulfilment

Invoicing

Reporting