When billing is mission-critical, disconnected systems are not an option.
A healthcare services company ran its entire operation on Zoho One, while medical plan billing had to be handled in Proclaim—a mandatory platform used to submit claims under strict validation criteria.
Both systems worked properly. The problem was they didn’t work together.
And in medical billing, disconnection doesn’t just create friction. It creates financial risk.
The challenge: isolated systems in a process that allows no errors
Without integration between Zoho and Proclaim:
Information had to be validated manually before every submission.
Billing rules depended on individual user knowledge.
There were no automated preventive validations.
Every inconsistency increased the risk of rejection.
The impact was immediate:
Claims rejected
Internal rework
Delayed payments
Pressure on cash flow
Scaling operations meant increasing complexity and operational risk.
The real issue wasn’t technical—it was strategic: there was no mechanism to ensure information was correct before it entered the billing system.
The solution: preventive control with AI integrated into Zoho
The first step wasn’t connecting systems. It was ensuring information was correct internally.
An advanced automation layer powered by AI was implemented, incorporating automated document reading (OCR) as part of the validation process. Before any submission, the system:
Analyzes the recorded information
Extracts relevant data from documents and forms
Validates critical fields based on billing rules
Detects inconsistencies in real time
Standardizes criteria that previously depended on the user
The system doesn’t just process data. It validates it before it leaves the internal environment.
Previously, the team reviewed each case manually. Now, automation only allows the process to move forward when the information meets the defined criteria.
Structured Zoho + Proclaim integration
With information already validated internally, the integration with Proclaim happens within a controlled, defined workflow.
InterConnecta designed a direct connection between Zoho and Proclaim that enables:
Automatic transfer of previously verified information
Eliminating exports and manual uploads
Full traceability for every submission
Control over which data is transmitted and when
The process now follows a clear logic:
Validate → Confirm → Integrate → Submit
Information doesn’t move without controls. It isn’t transmitted without prior validation. The result is billing that is more predictable, more auditable, and ready to scale without increasing operational risk.
Results
More control. Less friction. More stable revenue.
After implementation:
✔ Up to 35% fewer errors and rejections
✔ Up to 30% fewer administrative rework cycles
✔ ~20% faster claim preparation and submission
✔ Greater control and traceability in every transaction
✔ More predictable cash flow
✔ A technology foundation ready for growth
What used to depend on manual reviews now runs on clear rules and automated validations.
HIPAA compliant
In healthcare, efficiency without compliance isn’t enough. This solution was designed with the core principles of HIPAA in mind for handling protected health information (PHI).
For an integration like this to meet HIPAA requirements, it must ensure:
Protection of data in transit and at rest
Role-based access control
Logging and traceability of access and transactions
A secure architecture within the Zoho ecosystem
Auditable processes
Minimization of sensitive data exposure
Internal validations before sharing information with third parties
Zoho provides capabilities aligned with regulated environments, and the implemented architecture maintains that same level of protection. Data remains within a controlled environment. Every access is logged. Every transaction is traceable. Security is built in by design.
Does your billing process validate before submitting? First validate. Then integrate. Then scale.
At InterConnecta, one of the challenges we address most frequently in mid-sized and large enterprises is inventory management and valuation.
Inventory often represents one of the most significant assets on the balance sheet, but also one of the most vulnerable when operations grow, become decentralized, and accumulate manual processes.
In scenarios such as financing, auditing, company sales, or generational transitions, this weakness stops being operational and becomes a direct financial risk.
The starting point: partial visibility and high financial risk
In this implementation, the initial challenge was clear:
Lack of complete inventory traceability Across warehouses and points of consumption, making it difficult to obtain a reliable view of actual movement.
Recurring manual adjustments That impacted valuation and forced reactive accounting corrections.
Dependence on static reports To respond to audits or financial inquiries, increasing response times and internal friction.
The impacts were consistent with what we see across many organizations:
Between 5% and 12% of inventory incorrectly valued.
Up to 20% of working capital immobilized.
Audit processes up to 50% longer.
Potential loss of 5% to 15% of company value in investment or sale scenarios.
The problem was not the system. It was the absence of continuous inventory governance.
The solution: from operational control to intelligent inventory governance
The implementation was designed around three integrated layers:
1) Solid transactional foundation Zoho Inventory as the core system to ensure consistent, traceable, and auditable records.
2) Advanced analytics Zoho Analytics as the executive control layer, enabling:
Real consumption analysis
Deviation identification
Turnover and obsolescence control
Audit and finance support
3) Operational artificial intelligence agent AI agent developed by InterConnecta that allows direct interaction with inventory via WhatsApp, without friction or reliance on manual reports.
What AI agents do in this implementation
Users can:
Check available stock by product and warehouse in seconds.
Review historical transactions without involving the finance team.
Detect operational inconsistencies before they impact valuation.
Identify anomalous consumption patterns.
Obtain immediate answers to questions that previously required manual analysis.
Inventory stops being a “debatable number” and becomes an asset supervised in real time.
Results achieved
After the implementation:
30% to 60% reduction in operational errors.
Reduced need for reactive accounting adjustments.
Greater confidence from auditors, banks, and investors.
Inventory valuation that is consistent, explainable, and defensible.
Conclusion
This implementation demonstrates that the right combination of automation, advanced analytics, and applied artificial intelligence transforms inventory from a recurring risk into a financial competitive advantage.
At InterConnecta, we design these solutions not only to operate better, but to protect and maximize the company’s real value.
Would you like to implement a similar model in your organization? Speak with an InterConnecta specialist.
In the daily operations of a solar company, phone calls are the first bridge with the customer: key information is shared, technical visits are coordinated, and the customer experience is defined from the very beginning. However, this process only works when there is clarity about who called, what was communicated, and how each interaction unfolded.
For this company in the sector, that level of visibility was not guaranteed. The lack of traceability raised internal doubts, customer complaints, and difficulties ensuring that each stage of the sales process was properly fulfilled.
In response to this situation, they decided to integrate their telephony system with their Zoho ecosystem, creating a more organized, auditable, and reliable communication flow.
When operations require total visibility into every customer contact
As the company grew, it became clear that call management was not keeping pace with the business. The lack of traceability created concrete operational gaps:
Lack of evidence about the initial contact
There was no verifiable record of calls, responses, or communicated content, making it difficult to validate contact attempts in the face of customer complaints.
Calls and recordings without native integration
FortiVoice operated in isolation and recordings were not automatically linked to leads, contacts, or accounts in Zoho CRM.
Low visibility in the key verification call
Agents did not have a centralized view of the customer’s history or context when coordinating technical visits.
The result was a slower operation, with recurring complaints and difficulties ensuring consistency in customer service.
How a unified ecosystem elevated commercial traceability
InterConnecta developed a comprehensive solution that connected FortiVoice + Zoho CRM + Zoho WorkDrive, creating an automated, structured, and fully auditable system.
Automatic call logging (CDR Module)
All calls are automatically recorded in Zoho CRM with status, result, PBX, duration, and technical metadata, linked to the corresponding lead or customer.
Automatic customer identification
The system recognizes the incoming number and determines whether it belongs to a new or existing customer, creating temporary records monitored for 30 days.
Centralized recordings in Zoho WorkDrive
Calls are converted to MP3 and stored automatically, becoming available for audits and quality control.
Smart result classification
Calls are categorized based on their outcome, making it easier to analyze, measure performance, and detect risks.
Unified communication panel in CRM
Teams access a complete call history, recordings, and customer context from a single panel.
Impact: more control, less friction, and a strengthened operation
Total traceability of all communications.
Concrete evidence for complaints, reducing customer disputes.
Greater operational efficiency of the sales and call center team.
Continuous quality control through audits based on real recordings.
Conclusion
The integration of FortiVoice, Zoho CRM, and Zoho WorkDrive allowed the solar company to professionalize its communication management, consolidating a more efficient, auditable, and customer-experience-oriented commercial process.
More than a technological improvement, this implementation became a strategic capability to ensure consistency in service and strengthen customer trust from the very first contact.
Would you like to implement a similar model in your organization?
Talk to an InterConnecta specialist.
In the midst of its expansion across Puerto Rico and Latin America, a leading company in the solar industry sought a way to grow without letting agility outpace consistency — how to maintain its technical and commercial excellence while scaling teams and entering new markets.
The constant growth of its workforce — engineers, technicians, advisors, and leaders — revealed the need for a training model that would go beyond traditional methods. The company aimed for an approach that aligned learning with business strategy, capable of measuring the impact of training on productivity and the overall customer experience.
When growth demands a new way to manage knowledge
The rapid expansion of the business exposed a growing challenge: training was fragmented, reliant on in-person sessions, and lacked visibility into its real impact. Traditional learning processes were no longer sufficient to keep up with the pace of new hires and to ensure operational consistency across teams in multiple regions.
The organization needed to evolve toward a model capable of centralizing knowledge, reducing onboarding time, and providing a continuous learning experience — measurable and fully aligned with strategic objectives.
How a digital ecosystem unified training and enhanced talent intelligence
With the support of IC Academy, the company implemented a corporate In-House Learning Platform that centralized all knowledge management within a unified digital ecosystem.
Each employee now follows personalized learning paths according to their role — from installers to managers — with automated assessments, internal certifications, and real-time performance dashboards to track talent development across the organization.
How digital learning created efficiency and competitive advantage
The In-House Academy 360° became a strategic driver for organizational development. By centralizing knowledge management, the company standardized critical processes, streamlined employee onboarding, and strengthened a culture of continuous learning.
Through analytics and automation, the company reduced operational workload and gained a complete view of the learning impact on business performance. Moreover, the shift to digital training reduced the need for in-person sessions, saving time and resources without compromising technical depth or educational quality.
“Our academy stopped being a course repository and became a living platform for growth and efficiency.”
— Organizational Development Manager, Puerto Rico
Conclusion
The In-House Academy 360° enabled the organization to consolidate its knowledge, strengthen internal training, and make learning a continuous process with a tangible impact on operations.
More than just a tool, it became a new way of working — one that drives growth, innovation, and people development.
Would you like to implement a similar model in your organization?
Talk to an InterConnecta specialist.
A leading company in the solar sector faced a growing challenge: its call center was overwhelmed. Twenty-five agents were handling over 12,000 monthly inquiries related to sales, technical support, and field visits. The challenge was not only to respond faster but to transform customer service into a true competitive advantage.
InterConnecta implemented an intelligent automation solution that integrated WhatsApp, OpenAI, Zoho CRM, and Zoho Desk into a unified, AI-powered service flow.
Main Results
85% fewer manual tasks
USD 74,000 in annual savings
118% return on investment (ROI) in the first year
5.5 months payback period
Customer Challenge
The company’s accelerated growth had fragmented service processes: sales, support, and after-sales operated without traceability or centralized communication.
25 agents processing over 12,000 monthly interactions, mostly manually.
35% of opportunities were lost outside business hours.
The average cost per manual interaction reached USD 4.50.
Management needed a comprehensive solution capable of offering immediate 24/7 support, reducing the operational load, and maintaining service quality without increasing headcount.
Implemented Solution
InterConnecta designed an Intelligent Automation architecture with four main components:
WhatsApp AI Automation (OpenAI + Zoho SalesIQ): a 24/7 conversational channel with automatic request classification.
Zoho Customer Relationship Management (CRM): automated creation and tracking of leads and opportunities.
Zoho Desk: real-time ticket management with full traceability.
InterConnecta AI Layer: natural language processing (NLP) models trained with FAQs, catalogs, and service policies.
The AI agent automatically classifies each conversation (sales, support, billing, or appointments) and, when appropriate, transfers the case to the assigned staff with all necessary context for immediate follow-up without loss of information.
Impact and Results
Operational Efficiency
Metric
Before
After
Improvement
Average response time
2 min 45 s
9 s
↓ 94%
Manual interactions
12,000 / month
1,800 / month
↓ 85%
Cost per interaction
USD 4.50
USD 0.65
↓ 86%
Annual operating cost
USD 135,000
USD 61,000
Savings ≈ USD 74,000
Productivity
Sales agents manage three times more leads per day.
The technical team reduced incident classification time by 60%.
Field visits are scheduled automatically, with 30% fewer cancellations.
Return on Investment (ROI)
Concept
Value
Initial investment (implementation + licenses)
USD 34,000
Direct annual savings
USD 74,000
Estimated ROI (1st year)
118%
Payback
5.5 months
Assumptions: calculations are based on stable monthly volume. Savings reflect only direct support costs (labor + cost per interaction) and do not include additional gains from productivity or cross-selling.
Intangible Benefits
Net Promoter Score (NPS): increased from 72 to 91 points in the first six months.
Proven scalability up to 50,000 monthly inquiries without expanding the team.
Knowledge base that evolves continuously thanks to AI learning.
Conclusion
The WhatsApp AI Automation + Zoho solution developed by InterConnecta turned this solar company’s customer service operation into a model of efficiency, profitability, and sustainable growth. Rather than replacing people, intelligent automation enhances their capabilities, speeds up response times, and multiplies the value the team generates every day.
Would you like to know how automation can improve customer service in your company?
In many organizations, large volumes of documents must be read and processed manually by human teams. This repetitive work is not only slow and costly but also prone to errors. Whether it’s validating identity documents, extracting invoice data, or processing customer forms, the time invested can become a bottleneck in operations. OCR (Optical Character Recognition) technology integrates with Zoho solutions to automate data extraction and validation from images or scanned documents, streamlining critical processes and significantly reducing operational workload. Furthermore, by combining OCR with automation and intelligent workflows, solutions can be created that transform not only internal operations but also the customer experience.
Case 1: Reducing Manual Work in Document Reading
In this scenario, a company processed large amounts of documents daily sent by clients and suppliers: IDs, invoices, contracts, purchase orders, among others. Previously, this process required several people to manually read and enter data into the system, with the resulting margin of error and time consumption.
Solution with OCR + Zoho Creator Through Zoho Creator, a custom OCR model was trained to automatically detect and extract key fields from the documents: name, document number, date, amount, etc. Files were uploaded via forms or synced folders, and the extracted data was automatically validated before being integrated into the Zoho CRM system.
In cases where documents were unreadable or incomplete, the system generated automatic alerts for manual review. This workflow significantly reduced the need for human intervention in reading and transcription tasks.
Expected Results
Up to 60% reduction in manual work for reading and entering documents.
Fewer transcription errors and faster processing speed.
Staff available for higher value-added tasks.
Case 2: Automatic Document Validation for Onboarding via WhatsApp
In another case, a company needed to optimize the customer onboarding process. Users shared their documents via WhatsApp (ID cards, receipts, etc.), but manual verification slowed service activation and created operational bottlenecks.
Solution with OCR Zoho RPA A WhatsApp channel was integrated with Zoho RPA to automatically receive images sent by customers. Through an OCR model, the solution extracts key data and compares it with existing records in Zoho CRM. Additionally, automatic validations were implemented with Zoho RPA to ensure the documents were readable, valid, and that the data matched the prospect’s information.
When the documents meet the requirements, the process continues automatically until the customer’s registration is complete. If inconsistencies are found, the system responds to the user requesting a new image or additional documentation, all without the need for direct human intervention.
Expected Results
Up to 65% reduction in onboarding time
Improved customer experience by enabling smooth interaction through their favorite channel.
Reduction of errors and fraud thanks to automatic validations.
Technical Considerations
To ensure the success of these implementations, it is important to consider several key factors:
Document Quality: Blurry images, poor lighting, or pictures taken from awkward angles can reduce OCR accuracy.
Privacy and Security: Since documents contain sensitive information, strict access, storage, and encryption policies must be applied.
OCR Model Training: An effective model requires real examples of the documents to be processed, ideally with format and structure variations.
Licensing: Some advanced OCR features require specific plans. It is recommended to evaluate this at the beginning of the project.
Zoho Tools That Make It Possible
These solutions are primarily based on Zoho Creator and Zoho RPA.
Zoho Creator allows for training custom OCR models, building automated workflows, and connecting extracted data with other systems.
Zoho RPA extends these capabilities to high-volume processes through bots that capture documents, perform OCR, and complete tasks without human intervention.
Both tools can be natively integrated with other Zoho modules such as CRM, WorkDrive, Forms, or Flow, creating a fully automated, secure, and scalable ecosystem. Implementing OCR with Zoho tools transforms slow, repetitive processes into automated, reliable, and scalable workflows. From reducing internal operational workload to significantly improving the customer experience, this technology opens the door to a new way of working: more efficient, more accurate, and fully connected.
Do you want to implement a similar solution in your organization?
At InterConnecta, we design and implement customized solutions with Zoho OCR, Creator, and RPA to make your processes more agile, secure, and scalable.
With the help of an AI-based ecosystem and Zoho, a healthcare organization managed to replace targeted manual processes, eliminate errors, and provide 24/7 service to improve operational efficiency and customer experience.
The adoption of AI is no longer a future option, but a present necessity. A clear example of this is the case of a company that succeeded in transforming targeted processes to realize savings and a positive one-year ROI through an AI-ready strategic roadmap.
When processes couldn’t keep up This company sells medical equipment. Delivery and payment occurs after clients meet specific medical and regulatory requirements and go through a rigorous verification process for insurance authorization.
The requirements and procedures from insurance providers vary and all customer data, including medical data, must be validated. The key pain points include:
Error-prone manual processes that result in incorrectly entered or incomplete data delaying delivery and payment
A processing time that limits growth
Inconsistent client experience that lowers satisfaction and retention
The intelligence that changed the game The solution came with an AI-based redesign of the company’s operations. With InterConnecta’s help, a strategic roadmap and baseline analysis led to an intelligent ecosystem to identify and implement AI agents to automate processes related to client engagement, administration, and verification.
What changed?
An AI agent capable of conversing naturally, asking dynamic questions, and helping clients and facilitating the data entry process for other AI agents to conduct supervised verification and validation of applications in a secure and compliance-ready environment
Document processing system with computer vision, extracting relevant information from forms and structured data
Automated workflows within Zoho CRM, managing everything from the lead to the quote and monthly equipment restocking
Predictive AI models that detect sales opportunities and optimize communication with clients
Operations shifted from reactive to proactive, with decisions based on accurate information and reduced manual intervention in repetitive tasks.
As a result
60% reduction in processing time for routine documentation, measured in hours
40% fewer errors thanks to automatic document interpretation
45% improvement in client satisfaction
A positive first year ROI from the monthly savings
Industry Benchmarks
The industry shows similar outcomes from AI implementation in administrative processes for the healthcare and insurance sectors:
Processing efficiency: Research shows AI can reduce claims processing costs by up to 40% and cut processing times by 60% using automated systems (McKinsey Insurance AI Study).
Error reduction: Studies indicate AI-powered claims management reduces manual errors by 90% through robotic process automation, with administrative staff focusing only on cases requiring human review (McKinsey Healthcare Automation Study). Research found 40% higher quality results in administrative documentation and processing tasks (BCG Administrative AI Study).
Financial impact: Case studies show that operating expenses for claims processing can be reduced by 30% through AI automation, while customer satisfaction scores increased 36 percentage points (McKinsey Claims Management Study). 64% of surveyed organizations implementing administrative AI see measurable positive ROI (BCG Healthcare Survey).
Sources: McKinsey Insurance AI Studies, McKinsey Healthcare Automation Research, BCG-Harvard Business School Study, BCG Administrative AI Research
Beyond automation: a vision for continuous evolution
This transformation wasn’t a one-time change—it marked the beginning of a long-term strategy.
A strategic vision and roadmap to deploy AI solutions is anchored on a validated operational baseline and realistic cash flow and cost savings results, building on a tiered approach to incrementally facilitate implementation and adoption.
It started with a controlled pilot, to validate the impact of AI agents on repetitive and standardized tasks. Next are the broader stages, tackling more complex processes like multi-step authorizations and validations and exceptions.
This approach allowed for an intentional implementation for the organization to move forward with confidence, introducing technology without disrupting the stability of its teams or critical business flows.
A shift that also shows in the numbers
From the beginning, this initiative was designed to deliver real impact.
It combined existing resources with new AI capabilities, mitigating risk and accelerating results. Fewer administrative errors and faster processing times increased productivity. More agile processes improve both customer experience and operational profitability.
The future is already operating
This case demonstrates that applying AI for structured and repetitive processes is not only possible, but transformative. It successfully combined technology, regulatory compliance, and customer experience in a single solution.Can you imagine what a solution like this could do for your organization?
An end-to-end digitalization model that increased lead conversion by 30%, reduced commercial response times by 40%, and centralized the student experience with Zoho CRM, Desk, Marketing Automation, and WhatsApp solutions.
A Latin American university, founded almost 20 years ago, with 2 campuses in Peru, more than500 students and an academic offering of 8 undergraduate programs in fields such as Accounting, Law, Engineering, Business Administration, and Health Sciences, transformed its student recruitment and service process through the implementation of Zoho CRM, Zoho Desk, Zoho Marketing Automation and a WhatsApp chatbot.
Thanks to this comprehensive solution, the management of leads was centralized, commercial follow-up was optimized, mass communication with students was automated, and the support experience for current students was significantly improved.
A recruitment process without traceability, a marketing strategy without analysis or control, and student service without structure
Before the implementation, the university managed its prospective and current students through various disconnected channels, with scattered information and no traceability.
The sales team did not have a system to structurally accompany prospects from the first contact to enrollment, and the support area lacked a formal platform to resolve inquiries from enrolled students.
There was also no tool to manage different campaigns or execute marketing strategies with dynamic segmentation, nor metrics to help understand which actions worked best and which needed adjustments.
Additionally, web forms were not integrated with the management system, making it difficult to immediately convert prospects.
Zoho CRM, Desk, Marketing Automation and WhatsApp: an integrated solution for recruitment, support and communication
Zoho CRM was implemented as the central platform for lead management, Zoho Desk for servicing current students, and Zoho Marketing Automation as the main tool for executing email marketing campaigns.
Mass communications to students are carried out mainly via email, but are strategically complemented with WhatsApp, sending personalized reminders to those who have not opened the emails or have not completed an expected action.
Additionally, WhatsApp also operates as an automated channel through a chatbot, which intelligently classifies whether the contact is a potential student or a current student, collects the necessary data for identification, and automatically routes them to CRM or Desk as appropriate.
Thanks to this integration, the institution managed to unify its communication channels, improve the response rate, and provide a more consistent and effective experience at every stage of the student journey.
Zoho CRM: Student recruitment with traceability and automation
The CRM enabled the establishment of a digital flow for converting leads into enrolled students:
Data centralization: All lead information coming from forms, WhatsApp, Facebook (including Facebook Ads forms), and referrals is automatically captured in the “Potential Clients” module.
Guided follow-up: Leads progress automatically through stages such as “Qualified Contacts” and “Sales Stages,” with real-time visibility for coordinators.
Task automation: The system assigns leads by program (undergraduate/postgraduate), sends automated welcome messages, and alerts users about pending tasks.
Activity management: Each record stores calls, emails, messages, visits, and tasks, consolidating a 360° view of the lead.
Zoho Desk: Professionalized student support
Post-enrollment management was organized and optimized using Zoho Desk:
Automated ticketing: Student inquiries arrive from the institutional chatbot, classified by type and priority.
Automatic ticket assignment: Cases are automatically assigned to available agents, according to rules configured by type of inquiry or channel of origin.
SLA and alerts: Maximum response times were defined, and alerts notify supervisors when a ticket has not been addressed within the expected timeframe.
CRM integration: Advisors can view the complete history of the student, including their commercial journey.
Transition to sales: If a student submits an admission-related inquiry by mistake, the ticket is automatically transferred to the sales team in CRM.
Monitoring and metrics: The system enables measuring response times, workloads per advisor, and ticket resolution efficiency.
Zoho Marketing Automation: Scalable, segmented, and automated communication
Zoho Marketing Automation enabled the automation of segmented email campaigns and maintained effective communication throughout the entire admission process.
Automated email marketing: Personalized campaigns were designed by student stage, automatically sent at key moments in the journey.
Dynamic segmentation: Lists are updated in real time based on program, lead status, or previous behavior (opens, clicks, etc.).
Integrated forms: Forms manageable from Marketing Automation were created for publication on web pages, directly connected to the CRM to generate leads.
WhatsApp reinforcement: Automated WhatsApp reminders were sent to those who did not open emails, improving the response rate.
Results analysis: The platform allows measurement of opens, clicks, conversions, and performance by campaign, facilitating data-driven decision-making.
WhatsApp Chatbot: A single conversational entry point
Intelligent flow: The chatbot collects user data, identifies whether they are a student or a prospect, and requests the necessary information for system registration.
Automatic lead creation: If the user is interested in undergraduate or postgraduate programs, a lead is created in Zoho CRM.
Automatic ticket creation: If the user is a student, a ticket is created in Zoho Desk.
Campaign reinforcement: It is also used to send automated reminders from Marketing Automation, based on unopened email campaigns.
Multichannel capability: The chatbot operates not only on WhatsApp but also on Facebook and other social networks.
24/7 availability: It offers immediate and personalized attention at any time.
Results achieved after implementing the Zoho ecosystem
📈 +30% in the conversion rate from leads to enrolled students
⏱️ 40% reduction in commercial response times
🤖 90% automation of initial contacts via WhatsApp
📊 Full traceability of the student lifecycle
✅ Significant improvement in user experience, both in admissions and support
The institution consolidated its recruitment and support process with a fully integrated Zoho solution. The coordinated use of Zoho CRM, Zoho Desk, Marketing Automation and WhatsApp made it possible to digitize key processes, optimize team productivity and provide more personalized, efficient and measurable service. This transformation represents an exemplary case of institutional modernization in the education sector.
If you’re looking to implement a similar solution or want to optimize your institution’s or company’s processes, our team can help you. Contact us and discover how Zoho can transform your operations end to end.
The challenge of maintaining the customer connection from contract signing to post-installation.
Solar companies face a constant challenge: providing an efficient and modern post-sales experience that allows customers to feel supported even after installation. In this case, the need was identified to provide end users with a simple tool to quickly resolve questions without fully relying on the support team.
One of the main sources of inquiries to the support team is related to the status of the installation or basic system settings. This volume of requests creates operational overload, forcing valuable resources to be allocated to resolving repetitive questions. Reducing dependency on the human team for this type of query becomes essential for scaling.
Intelligent Agent focused on customer autonomy:
InterConnecta developed a new mobile app designed for end customers, which connects directly with Zoho CRM and Zoho Desk. The differentiator? The app includes an integrated intelligent agent that answers frequently asked questions, shows installation progress, notifies about upcoming technical visits, displays status, and allows ticket creation, only escalating to the support team when necessary.
The intelligent agent connected to the CRM is one of the most outstanding features of this implementation and was specially designed for solar companies with a high volume of repetitive inquiries.
This agent allows customers to:
Check the current status of their installation in real-time
Verify scheduled dates for technical visits
Access details of their open tickets, including internal notes, recent updates, and the ability to create new tickets
Additionally, it has been trained with battery catalogs from multiple manufacturers and with technical guides aimed at the end user, detailing how to solve common issues. This knowledge base, combined with CRM integration, allows it to offer specific support based on the type of system each customer has registered.
When a more complex need is detected, the conversation is automatically escalated to the human team, optimizing time and resources.
💬 “Our customers call too much and overwhelm the team.”
A recurring concern that this tool aims to resolve.
Concrete results that transform the post-sales experience
This translates into:
Up to 70% reduction in manual inquiries in the post-sales area.
✅ Greater customer autonomy to follow their project Users can check the status of their installation, dates of upcoming visits, and other relevant data from the app without relying on the support team.
✅ Reduced response time from the support area The intelligent agent automatically resolves frequent questions, allowing the team to intervene only when truly necessary.
✅ CRM-connected support Being integrated with Zoho CRM, the agent can provide responses based on real customer data, improving the accuracy and personalization of each interaction.
✅ Improved post-sales satisfaction The combination of self-service, immediate responses, and real-time tracking results in a smoother and more positive experience for the end customer.
✅ Effective reduction of agentworkload The same team can handle a much larger volume without hiring new staff. Alternatively, those agents can be reassigned to higher value-added tasks such as specialized technical support, customer loyalty, or proactive post-sales.
If your solar company is looking to optimize the post-sales experience and provide a more agile and intelligent service to your customers, our team can help.
✉️ Contact us and schedule a personalized consultation to learn how to implement this solution in your business.
In this edition, we highlight one of the most challenging and rewarding implementations of the year: the rollout of Zoho Inventory for a company in the Engineering Procurement and Construction (EPC) sector with operational presence in multiple regions and eight distributed warehouses.
With a catalog of more than 3,000 SKUs or products—including advanced inventory management with serial number tracking—this company required a robust solution that would not only record inventory but also organize it physically in a strategic manner.
EPC and materials management: an operation that demands precision
Inventory management is one of the most complex and critical challenges for Engineering, Procurement, and Construction (EPC) companies. Unlike traditional commerce or manufacturing models, EPC companies operate in highly dynamic environments with large-scale, geographically distributed projects. These require coordination of thousands of SKUs with different specifications, suppliers, and lead times. Having each material available at the right moment is key to avoiding costly delays and ensuring continuous on-site operations.
Managing inventories across multiple job sites, warehouses, and supply channels—while maintaining visibility, cost control, and timely delivery—is a demanding task. Without an integrated and flexible system, delays, excess inventory, stockouts, and cost overruns become frequent risks that directly impact project timelines and profitability.
This article explores the main challenges EPC companies face in inventory management and how digital tools like Zoho Inventory can bring visibility, automation, and control to optimize purchasing, materials tracking, and overall supply chain efficiency.
“Zoho Inventory has allowed us to obtain real-time inventory valuation, which is key to maintaining a precise and well-controlled financial operation.” CFO
From chaos to control: how operational transformation was structured
The company was looking for a system that would not only record entries and exits but completely transform how they managed their physical and accounting inventory.
The Zoho Inventory implementation project was designed to comprehensively meet the operational and strategic needs of its network of 8 warehouses, optimizing the management of over 3,000 SKUs and laying the foundation for future integrations with other Zoho ecosystem apps.
The entire project was executed in3 months, with a progressive rollout that allowed validation of each phase before scaling. This approach not only resolved the physical stock management but also aligned finance, logistics, and procurement areas on a single platform with real-time visibility.
Keys to success: what to consider before implementing an inventory management system
An implementation of this scale requires meticulous preliminary work. Here are some of the key considerations that ensured the success of this implementation:
Warehouse design and organized physical structure: Before starting, it’s essential to have a warehouse segmented by aisles, sections, and location zones. Using warehouse maps or blueprints helps correctly configure Bin Locations, enabling real traceability within the system.
Accounting decision: physical stock vs accounting stock: It’s crucial to define whether inventory will be accounted for and integrated with Zoho Books. In that case, collaboration with the finance department is needed to align accounting (accounting stock) with operational physical stock.
Definition of roles and user profiles: A well-managed inventory system needs clear responsibilities. Identify which profiles will have access, editing permissions, movement validations, and report visibility.
Complete inventory list and expected locations: For proper initial setup, a full inventory of all warehouses is required, along with the specific locations where products will be stored.
Definition of initial stock cut-off (Opening Stock): A cut-off date must be established to load initial inventory balances, which will mark the official start of system use.
Identification of serialized products: If there are products with serial numbers, they must be configured in the system from the beginning to maintain traceability.
Use of scanners for incoming and outgoing items: Decide whether barcode scanners will be integrated to speed up product receiving, dispatching, and transfer processes.
Availability of printers for labeling: A barcode printer allows labeling of shelves, racks, and products, facilitating visual order and immediate identification.
Definition of operational processes: Documenting how each process will be carried out—receiving, dispatching, returns, and warehouse transfers—is key for a smooth implementation.
Controlled testing (progressive rollout): Start implementation in a pilot warehouse to validate processes and fix issues before full deployment.
Monitoring and post-implementation adjustments: Provide support during the first weeks of real operations to make fine-tuning adjustments, measure results, and scale to the rest of the warehouses.
“From the procurement area, we now have a global view of acquisitions, which allowed us to optimize processes and decentralize material deliveries. Thanks to this, we can coordinate efficient shipments from suppliers directly to each of our warehouses.” Procurement Manager
This implementation demonstrates how a well-planned technological solution can completely transform the operations of companies with complex logistics structures. In just three months, this EPC sector company transitioned from manual, fragmented management to an integrated, efficient, and scalable system. Zoho Inventory not only addressed immediate challenges related to traceability and stock control but also enabled a solid foundation for future growth, integrating finance, procurement, and logistics teams on a single platform. Cases like this reaffirm the importance of choosing the right tools and having strategic support to ensure successful adoption.
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