Zoho One for Electric Motor Repair Company

5/5

A Zoho One implementation that revolutionized the CNC repair business for the Lakeside CNC Group, Inc.,  an industrial automation company from Bensenville, Illinois. This use case is written in compliance to the Zoho Use Cases requirements. 

Executive Summary

The company was founded in 2011 by the owner Gilberto Herrera, operating under the name A Plus Winding Services, Inc. Over the years, the company achieved significant growth based on returning satisfied customers and excellent word-of-mouth reputation.

Late 2016 the name was changed to A Plus Electric Motor Repair, Inc. It reflected the expanding electric motor repair services and new investments. Evolving from a small repair shop into a 4500 square foot facility, A Plus
Electric Motor Repair offers the full operational cycle for repairing industrial AC and DC electric motors up to 400 hp.

In 2017, A Plus Electric Motor Repair, Inc. became an official distributor of the world-known electric motor manufacturers, such as Baldor, General Electric, Marathon, US Motors, Nidec, and many more.

The Zoho One implementation comprises the customized Zoho Books as the main application along with Zoho CRM, Zoho Cliq, Zoho Social, Zoho SalesIQ, Zoho Inventory, and Zoho Docs (Writer and Sheet).

Introduction

Like the many of us, initially, A Plus Electric Motor Repair, Inc. had maintained their repair, sales, and customer information manually. There was one  Quickbooks app, one email address at Google, and many spreadsheets, business as usual for a one-man army in the office.

But the number of orders was continually growing, so was the number of employees. This was the time to establish a good platform for future expansion.

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Mr. Gilberto Herrera, owner of A Plus Electric Motor Repair, Inc.

The Business

Gilberto Herrera, CEO and owner of Lakeside CNC Group:

“My business started as a small electric motor repair shop. Over the years, our company achieved significant growth based on returning satisfied customers and excellent word-of-mouth reputation. Late 2016 we changed our company name to A Plus Electric Motor Repair, Inc. based on expanding our electric motor repair services, investing in new repair equipment, and evolving from a small repair shop into a 4500 square foot facility, acquiring more and more customers.”

The Challenge

Mr. Herrera realized that they needed a system in place that’ll help them cover all the needs at a time, as well as give the company employees enough mobility and remote work opportunities.

With the recommendations from the fellow entrepreneurs, Zoho One subscription was the answer. The implementation has been performed by Dmitry Skylark (United Parts of Chicago), a Zoho Authorized Partner, and a long-time IT contractor for A Plus Electric Motor Repair, Inc.

We brought the magic of the modern customer experience, that seems typical for the big companies but rare in small business. As we knew Mr. Herrera and his business well for years, the Zoho implementation was fast and comfortable for both parties.

Gilberto Herrera, the owner of A Plus Electric Motor Repair, Inc.:

Electric Motor Repair

Finding a Solution

Mr. Herrera realized that they needed a system in place that’ll help them cover all the needs at a time, as well as give the company employees enough mobility and remote work opportunities. With the recommendations from the fellow entrepreneurs, Zoho One subscription was the answer. The implementation has been performed by Dmitry Skylark (United Parts of Chicago), a Zoho Authorized Partner, and a long-time IT contractor for A Plus Electric Motor Repair, Inc.

We brought the magic of the modern customer experience, that seems typical for the big companies but rare in small business. As we knew Mr. Herrera and his business well for years, the Zoho implementation was fast and comfortable for both parties.

Gilberto Herrera, the owner of A Plus Electric Motor Repair, Inc.:

“It was surprisingly simple. We already had some experience with Quickbooks. When United Parts of Chicago had demonstrated what Zoho Books could do, especially for the invoicing and online payments, we were sold. You know, Zoho One is a big platform, so we don’t use it at full force yet. But I like it, and we are going to implement more applications.”
Zoho One
Zoho Books
Desk

Implementation and Results

The implementation phase for Zoho One took about 2 weeks. In the 1st Phase, we have used Zoho CRM, Zoho Flow, Zoho Forms, Zoho Social, and Zoho Books. The result is a clean, manageable office environment with a totally different level of customer service. Zoho Books and its Portal are serving all the daily financial needs. Customers are happy to approve or comment on the new quote without calling the business or negotiating in email.

This, along with the online payment gateway and the automatic past due reminders for the customers and their invoices, are the most significant benefits. After Zoho Books’ implementation, the cash flow became more stabilized. The average number of past due invoices has decreased by 10%.

Zoho Books — WooCommerce Integration

Zoho Books + Zoho CRM + WooCommerce integration ensures convenient lead management: all the website forms were replaced with the appropriate Zoho Forms. They gather all the incoming requests and transfer them directly into Zoho CRM for further consideration.

A unique, custom-made module connects Zoho Books with WooCommerce, working directly through Zoho Books API calls. That module allows the office staff to directly manage the ​WooCommerce-based catalog from Zoho Books, bypassing the unfriendly WooCommerce web interface. As far as we know, this is an unusual type of integration: while the solutions where the WooCommerce store is integrated with Zoho Books are relatively common, here at apluselectricmotor.repair, we manage the catalog, that does not perform any financial transactions. That is one-way data integration because no feedback is needed from the website catalog itself.

Another unexpected (at least, at the moment of the implementation) but a highly valuable benefit is that thanks to Zoho One, the client was perfectly prepared for the remote work model. While many of the competitors were
struggling to implement the remote work features amidst the COVID-19 pandemic in 2020, A Plus Electric Motor Repair, Inc. was all set already: these remote work options are the native part of Zoho. 

Gilberto Herrera, the owner of A Plus Electric Motor Repair, Inc.:

​“Before I met Dmitry, I was still using paper for everything. He showed me how business is done in the 21st century. He was able to make a website
for us. Customize it and integrate it into our Zoho CRM. We are now able to receive WEB RFQs that automatically show up to our CRM. We just work with comfort, that is it.”