FINANCE AUTOMATION & COMPLIANCE
See How We Helped a Leading Food Distributor Transform Their Sales Process with Zoho CRM
Industry: Manufacturing
ABOUT GLOBAL FUTURA INC.
Global Futura Inc. is a world-class food sourcing and distribution company specializing in delivering high-quality, nutritious products to consumers across the globe. As a trusted name in the USA’s food and cooking oil wholesale industry, the company is committed to innovation and excellence.
Hours delivered back to the business
SOX compliance in Settlement process automation
Success rate of bot case completion
For functional release of OBT, RTS and OGS
The Chalange
One of the key challenges faced by Global Futura Inc. was inconsistent follow-ups. Due to the absence of a centralized system, many leads were either forgotten or followed up on too late. This resulted in missed business opportunities and left prospects feeling neglected and frustrated.
Another major issue was the lack of visibility across the sales process. Information was scattered across spreadsheets and manual notes, leaving leadership without a clear understanding of team performance. This made it difficult to track progress, identify bottlenecks, or enforce accountability.
The organization also struggled with unstandardized processes. Each salesperson followed their own approach, leading to inefficiencies and inconsistencies in execution. This lack of uniformity made it challenging to maintain quality, ensure consistency, and scale operations effectively across the team.
What did
Digiwah do
Automated Lead Capture & Qualification
A custom WhatsApp Business API chatbot was deployed to capture and pre-qualify leads from multiple channels and instantly sync them into Zoho CRM, ensuring zero lead loss.
Automated Sales Pipeline & Follow-Ups
A structured sales pipeline was designed with automated tasks, email follow-ups, and alerts at every stage, ensuring consistent engagement and timely action.
Real-Time Visibility & Performance Tracking
Personalized dashboards and automated WhatsApp alerts provided complete visibility into team performance, enabling faster and data-driven decisions.
Training & Smooth Adoption
Hands-on training and post-implementation support ensured quick adoption and confident usage of the new automated workflows.
Results & Return on Investment
43% Increase in Lead-to-Deal Conversion Rate
By implementing a strategic, automated sales process with Zoho CRM, we helped Global Futura Inc. boost their lead-to-deal conversion rate by a staggering 43%. This unprecedented gain directly translated into a dramatic increase in revenue and provided an immediate, powerful return on investment (ROI) for the entire project.
The impact extended far beyond just the conversion rate: Enhanced Productivity: By eliminating manual data entry and automating tedious tasks, the sales team gained invaluable hours back each week to focus on building client relationships and closing deals.
Complete Sales Pipeline Visibility: The CEO gained a centralized dashboard with real-time analytics. This provided the control and insights needed to make informed, data-driven decisions and forecast business growth with confidence.
Scalability: The new system laid the groundwork for future growth. The processes are now standardized and easily repeatable, allowing Global Futura Inc. to scale their sales operations without losing control.