PT. Mitraprima Lestari builds a custom CRM solution using Zoho Creator
"We don't have a separate IT department to help us with custom applications, and that's one of the reasons why we gravitated towards Zoho Creator, to try and solve the issues we were facing on a day-to-day basis."
-Jeremy Januar, Operations Manager PT. Mitraprima Lestari
Created by : PT. Mitraprima Lestari
Use case : Medical equipment distributor
Industry : Healthcare
View FAQsThe company
Founded in 2009, PT. Mitraprima Lestari is a leading distributor of top-tier medical equipment, bringing European innovation to healthcare providers across Indonesia. Their mission is to empower medical professionals with advanced tools, ensuring that every patient receives quality care.
The challenges
In their quest to optimize their medical equipment distribution, PT. Mitraprima Lestari sought a CRM solution tailored to their unique needs. A key requirement was a user-friendly, mobile-accessible application that would empower their sales team to manage customer and prospect data effectively. They also needed to track interactions, schedule follow-ups, prioritize and manage next steps, and seamlessly share information, ultimately streamlining the sales process and boosting productivity.
"In most businesses, one contact person is tied to one organization, but in the medical industry it doesn't work like that. We deal with doctors, and each doctor might operate in different hospitals, so we need a many-to-many relationship, and that's very complicated to accomplish on most CRMs and readymade solutions."
— Jeremy Januar, Operations Manager - PT. Mitraprima Lestari
Despite initial attempts with Vtiger CRM, it became clear that a different approach was necessary. Similarly, prebuilt solutions from Salesforce and SuiteCRM fell short of their requirements.
The solution
In their search for a highly customizable solution, PT. Mitraprima Lestari explored Zoho's offerings. After much consideration, they chose Zoho Creator to build the perfect solution for their unique business needs.
PT. Mitraprima Lestari operates under a many-to-many relationship model. This means a single doctor, affiliated with multiple hospitals, often interacts with various salespeople. Zoho Creator facilitates seamless information sharing by granting the entire sales team access to all records, to ensure consistency in areas like equipment pricing, as salespeople can refer to reports generated by colleagues.
Zoho Creator empowered them to build a custom CRM solution for their mobile sales team. This app allows sales representatives to create highly specific reports based on product categories, along with capturing details like contacts, visit purposes, follow-ups, lead/project status, and timelines. These comprehensive reports enable them to easily filter and track their ongoing projects.
Additionally, the team built a module within the app to manage weekly expense reporting. Salespeople can input their expenses, generate reports at the end of the week, and streamline the expense disbursement process.
"For some of the simple reports, we used to create Excel sheets, but I realized, with Zoho Creator, you have an up-to-date report at all times, as long as you update the records."
— Jeremy Januar, Operations Manager - PT. Mitraprima Lestari
PT. Mitraprima Lestari has leveraged Zoho Creator to build four additional applications:
- A comprehensive supplier module for streamlined sourcing
- A medical device registration module to ensure compliance during audits
- A logistics app that allows delivery personnel to upload proof of delivery directly
- A budget tracking app that provides the admin team with real-time spending insights
Benefits
Zoho Creator's user-friendly interface has empowered PT. Mitraprima Lestari to streamline their operations and boost sales. By leveraging low-code, they now effortlessly track inventory, manage logistics, and ensure accurate deliveries, minimizing errors and preventing disputes.
"Although, I don't have an IT background, it was very easy to get started with Zoho Creator, as I could understand logic and had the knowledge to operate IT solutions. The Community also helps a lot, as I usually get a solution to my queries in less than 24 hours."
— Jeremy Januar, Operations Manager - PT. Mitraprima Lestari
Looking forward
"As long as the solution is not overly complicated, it's doable even for a layman like me. It opens up a lot of opportunities to create more readymade solutions—and at a later point, if we're advanced enough, we'll be able to connect these applications to create something even bigger and better."
— Jeremy Januar, Operations Manager - PT. Mitraprima Lestari
The company is now able to entertain employee requests for custom applications to streamline daily tasks. This will help scale the solution as the company grows, and eventually everything will be consolidated under a single ERP system.
Additionally, to alleviate the burden of accounts reporting, the company plans to integrate Zoho Books with Zoho Creator in the near future.
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Frequently Asked Questions
What is Zoho Creator?
Zoho Creator is a low-code application development platform that allows users to create custom applications on their own, with minimal coding experience. The intuitive drag-and-drop interface empowers developers and business users to build web and mobile applications that satisfy all their unique requirements with ease.
Are applications built on Zoho Creator scalable?
Applications built on Zoho Creator are built to auto-scale—the back-end infrastructure seamlessly scales as business demand grows. Currently 14,000+ customers across 180+ countries are using over 6 million applications built using Zoho Creator, a testimony to the power of the platform.
Does Zoho Creator have a free plan?
Yes, Zoho Creator has a free plan. This plan comes with a limited feature set and only has one user, one application access, 250 MB storage, and 1,000 records. However, you have the option to upgrade to the paid plan whenever you wish.
What can I build on Zoho Creator?
Be it a task manager, a CRM, an ERP, or an application for almost any situation—you can build it on Zoho Creator. Just drag and drop elements on our visual builder and see your apps come alive instantly.
Can I build mobile apps on Zoho Creator?
Yes, the apps you build on the web run natively on PCs, tablets, and both iOS and Android mobile devices. You can also rebrand them and share it with your employees and customers instantly.