Structure sales, retailers, and inventory with the Zoho ecosystem

Founded in 2023, Sol Pergolas is a growing manufacturer and supplier of outdoor products. To support its business and operational development, the company sought to modernize its internal tools, reduce manual processes, and effectively structure the tracking of its leads and retailer network. With Tooly’s assistance, Sol Pergolas implemented a coherent, centralized, and scalable Zoho ecosystem, perfectly aligned with its reality on the field.

Number of Zoho apps integrated

3

Company size

Industries

"Tooly offers personalized service that is attentive to our needs, always with the aim of proposing solutions adapted to our daily operations and professional field. With Tooly, we feel supported quickly and efficiently in implementing sustainable digital solutions."

Jasmine Beaudet

Marketing Coordinator, Sol Pergolas

The Challenge

Before working with Tooly, Sol Pergolas used several diverse tools, including Asana, Microsoft 365, and Wix forms. These tools only partially met its needs, without offering an overview or continuity between processes. The company was not using a CRM, so it had no effective way of tracking its prospects and retailers. The absence of good inventory software also made it difficult to track merchandise.

This fragmentation of the software ecosystem led to several operational and commercial challenges, particularly in sales and inventory management. The main challenges were:

Difficult lead and retailer tracking;

Lack of a CRM to structure sales and relationships with customers and retailers;

Strong reliance on manual processes, increasing the risk of human errors;

Low visibility on inventory, making planning more complex;

Lack of centralized information among teams.

The Solution

A centralized Zoho ecosystem, designed for growth

Following Tooly’s recommendations, Sol Pergolas implemented several Zoho modules to build a unique platform for managing sales, retailers, and inventory. Thanks to this implementation, the company was able to replace several external tools and consolidate its operations into a single, coherent digital ecosystem. The main Zoho modules used are:

Zoho CRM: Centralization of leads and contacts, structuring of opportunity tracking, management of retailer relationships, and significant reduction of manual processing. The CRM has become the sales representative’s central tool;
Zoho Inventory: Implementation of more precise inventory management, allowing clear product tracking and better anticipation of future material needs;
Zoho Forms: Recurring invoicing tailored to the company’s needs.

After the integration

Results and Benefits

The adoption of the Zoho suite and Tooly’s efforts have generated tangible and measurable impacts on Sol Pergolas’ operations.

Improved organization and productivity

The company now benefits from a clear and centralized structure for sales and retailer management. Teams spend less time searching for information or performing repetitive tasks, and more time on value-added activities.

Automation and reduction of human errors

The automation of lead creation, sales tracking, and information management has significantly reduced manual errors, in addition to enabling better data reliability and increasing the fluidity of internal processes.

Better inventory management

Thanks to Zoho Inventory, Sol Pergolas now has a more precise and real-time view of its stock. This leads to faster and more accurate product management, an increased ability to anticipate future material needs, and a decrease in unforeseen issues related to shortages or surpluses.

Optimized operational clarity

The centralization of information in Zoho CRM provides a clear overview of the status of leads, customers, and retailers. This clarity facilitates decision-making and improves coordination among teams.

Increased team productivity

Thanks to the automation of several administrative tasks and the clarity of information, employees spend less time searching for data or correcting errors, allowing them to focus on value-added activities.