Vaarunya Global EXIM Pvt Ltd is a brand-led Indian export house connecting certified grassroots producers with global buyers across agriculture, leather, and FMCG commodities, delivering quality-assured, transparently procured products through end-to-end support rooted in trust, transparency, and mutual growth.
• Manual handling of export inquiries, quotations, and customer follow-ups leading to delays in response time.
• Lack of a centralized customer and sales management system for tracking leads, deals, and export orders.
• Difficulty in managing export documentation such as Commercial Invoices, Packing Lists, Proforma Invoices, and Delivery Notes.
• Limited visibility into sales pipeline, quotation aging, customer conversion, and financial performance.
• Disconnected systems between sales operations and accounting processes causing duplicate data entry and inefficiencies.
• Absence of automated reminders, workflow approvals, and communication tracking for sales and finance teams.
• Challenges in tracking payment collections, overdue invoices, and bank reconciliation activities.
Implemented an integrated Zoho CRM and Zoho Books ecosystem to streamline sales and accounting operations through customized modules, automated workflows, bi-directional synchronization, export documentation templates, financial automation, and role-based dashboards for end-to-end business management.
• Conducted requirement gathering sessions and finalized business process workflows with client stakeholders.
• Configured organization settings, user roles, permissions, and security policies within Zoho applications.
• Developed customized CRM modules with export-specific fields such as HS Code, destination country, shipment terms, and pricing structures.
• Set up automated workflows, email templates, reminders, and activity management processes.
• Configured accounting structure including Chart of Accounts, invoicing formats, GST setup, and banking workflows in Zoho Books.
• Integrated CRM and Books for seamless data flow between sales and finance operations.
• Performed implementation testing, UAT demo sessions, review meetings, and final UAT sign-off.
• Delivered the project using an agile implementation methodology within the planned timeline of 15–20 working days.
