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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.
Longtharai International Pvt. Ltd. partnered with Shyphan to deliver an integrated Zoho One deployment. As Longtharai scaled, manual processes and disconnected tools made it harder to maintain control over sales, finance and customer experience.
Shyphan, a Zoho Premium Partner, designed a unified system tying sales, finance and field operations into one platform with role-based access and real-time dashboards. The build combined Zoho CRM and Zoho Creator (Custom DMS), configured around how the business actually runs.
Within weeks of go-live, Longtharai saw measurable improvements across sales, finance and customer support. Measured outcomes included 70% Faster Order Processing, 80% Reduction in Manual Effort and 70% Faster Invoicing. The project was delivered by Shyphan across India Kolkata · Agartala.
From the first data point to the last report, this is the path the work takes every day.
Each step is a real system or automation in the delivered solution. Scroll sideways on smaller screens.
Longtharai International Pvt. Ltd. partnered with Shyphan to deliver an integrated Zoho One deployment. As Longtharai scaled, manual processes and disconnected tools made it harder to maintain control over sales, finance and customer experience.
See the resultsAs 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, a Zoho Premium 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 |
The full list of what went live, so you can compare it with your own requirement.
Every build we deliver in India is checked against GST, e-invoicing, payroll and data-protection rules before go-live. These are the ones that shaped this project.
GSTIN validation, HSN/SAC codes, CGST/SGST/IGST logic and GSTR-1 and GSTR-3B ready reports.
IRN generation and QR codes where turnover thresholds apply, with cancellation windows respected.
Movement of goods above the threshold covered with E-Way Bill data captured at dispatch.
Deduction at source on vendor payments with section codes and challan-ready summaries.
Customer and retailer data handled under India's Digital Personal Data Protection Act, with consent and access controls.
April to March periods, INR formatting and Indian number grouping across every report.
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.
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We are not the cheapest, and we decline work where the budget will not cover doing it properly or where the product is the wrong answer.
How we handle it: You get a written recommendation after the free discovery call either way, including when that recommendation is not to proceed.