The process is now completely streamlined. We don’t start anything until an agreement has been signed. No one needs to engage with a customer before they’ve signed ... It’s essentially a straight line from lead to invoice.
- IndustryIT
About DocuBizz
Founded in 1968 and now part of Vitec Group, DocuBizz specializes in automated invoice processing and ERP integrations for the automotive industry across Europe and beyond. The company’s mission is to remove the technical burden of document management through simplification, so customers can focus on their core business. CCO of DocuBizz, Claus Carstensen, explains how DocuBizz has left fragmented and manual processes behind in favor of efficient and streamlined operations with Zoho One.
Challenges
Before switching to Zoho One, DocuBizz was a growing business suffering from a lack of overview due to a lack of centralization. This was reflected in forgotten agreements with customers, internal uncertainty about processes and responsibilities, and services which had not been invoiced for years.
Choosing Zoho One
Claus was familiar with Zoho and recommended the Zoho One suite for its easy and desirable expansion options. Ease-of-use, implementation speed, and affordability were the winning factors. The implementation of Zoho CRM, the first fully functional app DocuBizz launched, took around one week.
The Setup
DocuBizz' goal with Zoho One was to create a straight line from lead to invoice. They have accomplished this with a centralized Zoho CRM, which includes a custom Offers module to accommodate the company's services. CRM is integrated with Zoho Sign for agreement and contract management, and Zoho Campaigns for segmented e-mail marketing to DocuBizz's various customers and markets. Recently, DocuBizz has also built a failover system in Zoho Mail, which will allow the company to continue operations in the unexpected event of a Microsoft Outlook outage, which is used by the Vitec Group.
Partner
DocuBizz is aided by long-term Zoho partner, CRMzone. Experienced with back-end programming, CRMzone offers assistance with implementations that would otherwise be too time-consuming or advanced for Claus to undertake. As such, CRMzone also functions as a sparring partner for DocuBizz, who can help determine the scope and roadmap for new projects within the Zoho One suite.