The integration is king. We have implemented all the available Zoho One features so the website became a part of the business processes.
All the website forms (quotation, email, RMA request) integrated with Zoho One (CRM + many other Zoho apps) that manages the leads, giving the Lakeside a full, detailed picture.
An RMA request form automatically creates the RMA in the company’s Zoho Desk, eliminating the manual data entry for the front desk operators.
We have a detailed Case Study that describes the Zoho One implementation for Lakeside CNC Group, Inc.
The fanuccontrolrepair.com website has two separate Zoho-powered portals. The first one, a Financial Portal powered by Zoho Books, works as a quotation/invoice management platform. The second one, a Service Portal, is a home for the customer-accessible repair orders.
As time goes by, the first version that has been deployed in March, 2016 obviously needs to be updated. The web is a fast-paced environment, where four years is a whole geological epoch. Now the new website development is underway.