Suhana (Pravin Masalawale): Sales and Expense Off Excel, Onto One Platform
The Challenge
Suhana is one of the recognised names in Indian food manufacturing. As the business grew, the spreadsheets holding its sales and expense processes together stopped keeping up:
- Sales enquiries, customer follow-ups and deal stages tracked entirely in Excel, producing duplicate records and missed updates
- Follow-ups relied on personal reminders and manual notes, so opportunities slipped and responses were slow
- Expense claims and reimbursements submitted by email and spreadsheet, with lengthy approval chains and no visibility of status
- Business data scattered across separate departmental files, making historical records hard to trace and decisions slower
- No real-time dashboards for pipeline, conversion, expense trends or pending approvals — every report was built by hand
The Solution
ITOTCloud Systems implemented Zoho CRM and Zoho Expense through a phased rollout, sequenced to keep day-to-day operations running.
Sales — Zoho CRM
- Leads, contacts, accounts and deals configured as one structured pipeline in place of Excel tracking
- Automated follow-up reminders and task notifications, so nothing depends on an individual’s memory
- Real-time visibility of customer interactions for both the sales team and management
Expense — Zoho Expense
- Digital expense submission with bill uploads, replacing email-and-spreadsheet claims
- Multi-level approval hierarchy with automated notifications and expense policy validation
- Real-time reimbursement tracking, visible to employees and finance alike
Reporting and process control
- Custom dashboards covering lead and deal performance, pipeline, approval status, spending trends and reimbursement tracking
- Standardised workflows and approval rules replacing case-by-case manual handling
- Existing Excel records migrated into Zoho, with training delivered to sales, finance and management teams
The Outcome
- Sales and expense processes now run from one platform rather than departmental spreadsheets
- Automated follow-ups and task assignment replaced personal reminders and manual chasing
- Expense approvals move through a defined workflow, cutting the delays built into the old email chain
- Management works from live dashboards on pipeline, conversion and spending instead of hand-built reports
- Structured approval rules brought accountability and consistency to processes that previously varied by user
- A scalable base for further Zoho modules as the business grows
What the Client Said
“We recently implemented Zoho CRM for our International Business sales operations. We would like to thank and appreciate the team at ITOT Cloud Systems for their excellent support throughout the process.
They worked closely with our team and showed a clear understanding of our business needs and the CRM features. The implementation was handled professionally, completed on time and focused well on user adoption.
The post-implementation support has also been very helpful and reliable. Special thanks to Mr. Suraj Patil and Mr. Abhishek Kulkarni for their valuable guidance and involvement during this project.
With their support, our International Business sales team now has better visibility of the sales pipeline, improved tracking of customer interactions and increased productivity. We look forward to exploring more Zoho modules and we are confident that the ITOT team will continue to support us in this journey.
We highly recommend ITOT Cloud Systems to any organisation looking for a dependable CRM partner who provides complete support and delivers real value.”
— Suhana (Pravin Masalawale)
Running Zoho, or thinking about it? We work with manufacturing, automation and services businesses across Pune and India. Tell us where your process breaks and we will tell you plainly whether Zoho fixes it.