Our company manufactures and supplies furniture B2B. Our clients require us to send printed literature, fabric & wood samples, and even furniture samples. Any advice on the best way to handle "literature fulfillment" through Zoho CRM?
Here is my wish list of what I am looking to acheive:
- Allow users to schedule fulfillment of a literature/sample request from the Lead/Account/Contact/Deals modules
- Allow user to select from standard literature/sample offerings
- Allow user to input details on any custom samples needed.
- Be able to create workflow that would notify our fulfillment person to make shipment.
- Be connected to said Lead/Account/Contact/Deals for easy reference in future to keep track of what our client have already received.
- Ability to run reports for development or retirement of literature pieces or samples.
Looking forward to any input you might have or similar experience to share!