Land of Exotics Case Study: Zoho CRM

At a glance

Provenance on record for every animal

Import paperwork filed per shipment

Animals and products sold from one stock

Aftercare follow-ups scheduled

The challenge

What Land of Exotics needed to fix

Land of Exotics is a Saudi business breeding and sourcing animals and supplying specialty pet products, including B2B supply. Each animal carries provenance and import documentation.

Provenance recordsEvery animal needed pedigree and provenance on record.
Import documentsImports came with permits and documents to file.
Animals and products togetherSales mixed animals and pet products.
AftercareCustomers needed follow-up after purchase.

Supermarket checkout lanes with point-of-sale terminals. Photo credit

Before and after

What changed for the team

BeforeAfter

Every animal needed pedigree and provenance kept on record

Provenance and pedigree recorded for every animal in Zoho Creator

Import permits and documents had to be filed for each shipment

Import permits and paperwork filed and stored against each shipment

Sales mixed animals and pet products in the same business

Animals and products sold from one Zoho Inventory stock

Customers needed aftercare follow-up after buying an animal or product

Aftercare follow-ups scheduled for customers after each sale

How it works

The business process, step by step

01
B2B or customer inquiry
A B2B buyer or individual customer makes an inquiry, which is recorded in Zoho CRM. Breeders and customers are both held in CRM, so the team can see each contact's history before responding.
02
Provenance and stock check
Before a sale is agreed, the team checks the animal's pedigree and provenance in the Zoho Creator tracker, which is linked to its stock item in Zoho Inventory, confirming it is available.
03
Import documents
Permits and documents that arrive with each import are filed against that import, so the paperwork for every shipment is on record and can be found when it is needed later.
04
Sale
The sale is recorded for an animal, a pet product or both. Animals and products sell from the same Zoho Inventory stock, and orders from the e-commerce shop update that stock too.
05
Delivery and invoice
The order is delivered to the customer, and the finance team issues a ZATCA e-invoice in Fatoora format from Zoho Books for the animals and products sold.
06
Aftercare and reorder
After the sale, aftercare follow-ups are scheduled in Zoho CRM so the team checks in with the customer, and repeat purchases of pet products can be picked up as reorders.

The solution

What we built for Land of Exotics

Shyphan delivered the project on Zoho CRM, Zoho Inventory, Zoho Books and Zoho Creator, covering a 6-step process with 4 integration points.

Provenance and pedigree tracker

Zoho Creator interface — Zoho Creator product screenshot, for illustration

Animal and product stock

Zoho Inventory interface — Zoho Inventory product screenshot, for illustration

Breeders and customers

Zoho CRM interface — Zoho CRM product screenshot, for illustration

ZATCA e-invoices

Who uses it

Sales team

Handle B2B and customer inquiries in Zoho CRM, check availability and record sales of animals and products.

Stock and records team

Keep pedigree and provenance records in the Zoho Creator tracker, linked to each animal's stock item in Zoho Inventory.

Imports admin

File permits and import documents against each shipment, so the paperwork for every import is on record.

Finance

Issue ZATCA e-invoices in Fatoora format from Zoho Books for animal and pet product sales.

Architecture

How the systems connect

InputsE-commerce shopImport documents

Delivered by Shyphan

OutputsZATCA FatooraCustomer invoices

Integrations

Provenance to stock
Pedigree record linked to the stock item.
Import documentation
Permits stored per import.
E-commerce to Inventory
Shop orders update stock.
ZATCA e-invoice
Fatoora-format invoices.

Reports and dashboards

Animal and product stock

Current stock of animals and pet products in Zoho Inventory, including items sold through the online shop.

Provenance register

Pedigree and provenance records for each animal in the Zoho Creator tracker, linked to stock.

Import document log

Permits and documents filed per import, showing the paperwork held for each shipment.

Aftercare follow-ups

Scheduled follow-ups with customers after purchase, so the team can see which are due.

The results

What the system does now

Provenance on record for every animal
Import paperwork filed per shipment
Animals and products sold from one stock
Aftercare follow-ups scheduled

Delivery

Five phases, discovery to support

01
Discovery
Process mapping, documents and data reviewed with each team.
02
Design
Target flow agreed across 4 apps and 4 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.

Local rules built in

ZATCA e-invoicing

Fatoora-format tax invoices with XML and QR, cleared or reported as required.

15% VAT

Standard, zero-rated and exempt supplies mapped, with return-ready reports.

Saudi PDPL

Personal data kept to what the process needs, with role-based access.

Arabic and English

Bilingual documents where customers and authorities expect them.

FAQ

Questions about this project

How is each animal's provenance recorded?

Pedigree and provenance are kept in a Zoho Creator tracker. Each record is linked to the animal's stock item in Zoho Inventory, so when a sale is checked the team can see the animal's provenance and its stock status together.

Do online shop orders and direct sales share stock?

Yes. Orders from the e-commerce shop update Zoho Inventory, the same stock used for B2B and direct sales. Animals and pet products are both held there, so availability is always checked against one stock record.

Why was Zoho Creator used alongside Zoho Inventory?

Zoho Inventory handles stock and sales, but pedigree and provenance details are specific to this business. A Zoho Creator app holds those records and links each one to the matching stock item, keeping provenance next to the inventory data.

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Land of Exotics

What Land of Exotics needed to fix

What changed for the team

The business process, step by step

B2B or customer inquiry

Provenance and stock check

Import documents

Sale

Delivery and invoice

Aftercare and reorder