Please fill out the form below if you have a plan or project in mind that you'd like to share with us.
Streamlining Sales & Distribution with Zoho CRM + Custom DMS built on Zoho Creator, a single source of truth across distributors, ASMs, DSRs and retailers for their spices, oils, ghee, rice and tea range.
Visit longtharai.in“From fragmented processes to a fully integrated distribution system, Shyphan AI helped us go live in 14 weeks.”
, Anuj Saha, Manager, Longtharai International Pvt. Ltd.
As Longtharai scaled, manual processes and disconnected tools made it harder to maintain control over sales, finance and customer experience.
Orders were handled manually with no centralized tracking or approval flow.
Distributor-wise stock tracking was inconsistent, overbooking and delays followed.
Managing Region → ASM → Distributor → DSR → Retailer relationships was difficult.
ASM approvals and order processing weren't streamlined, leakage at every step.
Decision-making relied on delayed, manually compiled spreadsheet reports.
DSR visits, collections and order booking had no system integration.
“We needed a system that could connect our entire distribution chain, from Telesales / DSR to delivery, without manual dependency.”
, Animesh, Manager, LongtharaiShyphan, an Authorized Zoho Partner, designed a unified system tying sales, finance and field operations into one platform with role-based access and real-time dashboards.
Create → ASM Approval → Invoice → Delivery → POD, fully automated.
Region → ASM → Distributor → DSR → Retailer mapping, scoped permissions.
Prevents overbooking, ensures accurate distributor-level inventory.
TeleCMI calls, logs and recordings synced into the CRM record.
Tailored KPI views for Admin, ASM, Distributor and DSR.
Sales, stock, visits and performance reports, daily, not monthly.
Tight control over scope, timeline and quality at every step, module-by-module so day-to-day operations were never disrupted.
| Phase | Activities | Outcome |
|---|---|---|
| 1. Discovery & Blueprint | Stakeholder workshops, AS-IS process mapping, BRD/FRD finalization | Signed-off Solution Design |
| 2. Configuration & Build | Module setup, custom workflows, automation, integrations | Working sandbox |
| 3. Data Migration & UAT | Data cleansing, mapping, migration, full UAT cycle with users | UAT sign-off |
| 4. Training & Change Mgmt | Admin & end-user training, SOPs, recorded video walkthroughs | Adoption-ready users |
| 5. Go-Live & Hyper-care | Cutover, production go-live, daily support, optimization sprint | Stable production system |
Within weeks of go-live, Longtharai saw measurable improvements across sales, finance and customer support.
CRM + DMS created a single source of truth across all sales channels.
Automated lead routing, follow-ups and pipeline reporting cut manual work.
Leadership sees KPIs instantly, no more waiting for monthly MIS.
Accurate stock and order tracking improved supply-chain efficiency.
DSR tracking, visits and collections are now fully digitized.
Cloud-native Zoho stack scales with Longtharai's expansion plans.
“The system has transformed how we manage our distribution. From order creation to delivery tracking, everything is now streamlined and visible in real time. The team delivered exactly what we needed.”
Manager · Longtharai International Pvt. Ltd.
Send us your brief and a senior consultant will reply within 24 hours with scope, timeline and a fixed quote. No spam, no junior reps.
