Automotive: automating sales and pricing

Summary

‍
The Zoho implementation at Turismo is an example of comprehensive digital transformation of the sales process in a premium automotive company. By combining marketing automation, sales process optimization, and advanced integrations with GUS, NBP, wheel-size.com, and the accounting system, we significantly improved team efficiency and service quality. A key success factor was starting with a business process analysis, which allowed us to tailor the solution precisely to the specifics of the industry, including the creation of a dedicated pricing calculator in Zoho Creator. As a result, Turismo was able to scale its operations with confidence that its processes were standardized and fully automated.

Key functionalities:
Lead automation from Google Ads, Facebook Ads, forms, and WhatsApp.
Blueprints for lead qualification and opportunity handling.
A wheel pricing calculator in Zoho Creator.
Integrations with GUS, NBP, wheel-size.com, and the accounting system.

Challenge

‍
Turismo, a manufacturer of premium customized wheels with ISO 9001 certification, serves individual customers from multiple channels including Google Ads, Facebook Ads, website forms, referrals, and WhatsApp. Its sales process is complex — from lead acquisition, qualification, and needs analysis to quotation preparation involving the design team, followed by negotiations and production order handling.

Key challenges:
No sales process automation - employees spent too much time manually re-entering data from multiple lead sources.
Low sales team efficiency - too much time was spent handling low-potential prospects.
Lack of transparency in the process - it was difficult to track stages from lead to production.
No system-based support for informing customers about production stages.
No integration with the invoicing and accounting system.

Solution

‍
We began with an analysis of business processes, on the basis of which we prepared the solution vision and project execution plan.

Lead acquisition automation:
Integration of website forms with automatic lead creation in CRM and assignment to appropriate staff.
Integration of Google Ads and Facebook Ads forms, eliminating manual data entry.
Integration of the WhatsApp channel for communication with individual customers.

Sales process optimization:
Customization of CRM modules and implementation of Blueprints for lead and opportunity management.
Addition of a product base and quotation templates in different languages.
Import of car databases and creation of a custom vehicle module linked to contacts.
Implementation of a calculator in Zoho Creator that automatically calculates wheel prices based on selected components and criteria.

Reporting and integrations:
Creation of reports and functionality for profit calculation on sales orders.
Automation of company data retrieval from GUS, including company name and address updates based on tax ID.
Integration with NBP for automatic exchange rate retrieval.
Integration with wheel-size.com for automatic vehicle specification retrieval.
Integration with the invoicing and accounting system.

Results

‍
Higher sales team productivity thanks to lead acquisition automation across all marketing channels.
Time savings by eliminating manual data entry from Google Ads, Facebook Ads, and forms.
Better lead qualification - Blueprints helped the team focus on promising prospects.
Faster quotation preparation - the Zoho Creator calculator automatically prices wheels based on selected parameters.
Standardized customer handling - unified standards and processes across the sales cycle.
Full transparency - customer progress can be tracked from first contact through design, negotiation, and production.
Fewer errors - company data from GUS and exchange rates from NBP are retrieved automatically.

‍