Zoho Books
54 Case Studies
A Zoho Books Case Study
Guardwel Industries Private Limited, a manufacturer of security products, faced significant operational challenges after relying on Tally software for 18 years. Their complex business, which involved multi-branch logistics for major banks and a unique dealer network, required automation that Tally and other off-the-shelf systems could not provide. This lack of integration and a proper sales module hindered their growth and efficiency.
Zoho Books, implemented with the help of Zoho Partner Strateworks, provided a custom-built solution. The vendor integrated Zoho Books with Zoho CRM and Zoho Creator to fully automate Guardwel's quote-to-cash process, including handling dealer-held inventory and multi-branch orders. This new system eliminated manual data entry, automated tender management and dealer commissions, and provided clients with self-service portals. The result was a fully automated, scalable digital ecosystem that replaced their previous manual processes.