Axis Meter Solutions Inc. aims to enhance its internal operations and boost customer engagement by leveraging Zoho's suite of business applications. The project focuses on identifying inefficiencies in current processes and exploring how Zoho's tools can address these gaps. The team will conduct a thorough analysis of existing workflows and customer interaction points to recommend and implement Zoho applications that best fit the company's needs. By integrating these tools, Axis Meter Solutions seeks to streamline operations, improve data management, and enhance customer communication. The project will provide learners with hands-on experience in business process optimization and software implementation, applying classroom knowledge in a real-world setting.

Understand the business operations of Axis Meter Solutions.

Design and implement a customized Zoho CRM setup, including modules for:

• Accounts (Customers)
• Deals (Submetering Projects)
• Contacts (Building Managers, Tenants)
• Activities (Installations, Commissioning, Follow-ups)

Integrate other Zoho apps (Books, Projects, Inventory, Desk) to support:

• Invoicing and billing workflows
• Inventory tracking of meters and devices
• Customer support ticketing
• Task and project management

Create workflows, automations, templates, and dashboards tailored to our processes.

Conduct user training and provide documentation for internal users.

Recommend best practices and suggest improvements to increase efficiency.