🧩 The Problem
A mid-sized pharma distribution company in Gujarat was struggling with daily operational headaches:
❌ Frequent wrong dispatches and returns from chemists
📊 No real-time stock visibility across warehouses
🧍♂️ Sales team manually tracking stock and orders
🤯 Daily delays in order approvals and delivery planning
🧾 Vendor payments, advance tracking, and purchase records scattered in Excel sheets
The result? Loss of customer trust, wastage of manpower, and mounting operational costs.
💡 The Solution
The company partnered with us to implement our ERP + CRM + WhatsApp automation solution:
1️⃣ Step 1: Smart Inventory Dashboard —
Activated Smart Inventory Dashboard to track live stock across warehouses and automate reorder alerts
2️⃣ Step 2: Private Manager Dashboards —
Set up Private Manager Dashboards to monitor dispatch accuracy and reduce manual interventions
3️⃣ Step 3: HR Module —
Enabled HR module for sales and warehouse staff – automated attendance, shift planning, and payroll
4️⃣ Step 4: CRM + Deal Notes + WhatsApp Automation —
Connected CRM + Deal Notes + WhatsApp Automation so that every distributor and retailer got order updates + dispatch confirmations automatically
5️⃣ Step 5: Finance + Purchase Modulee —
Activated Finance + Purchase Module to control vendor advance requests, track GRNs (goods receipt notes), and avoid duplicate payments.
6️⃣ Step 6: Real-Time Reports —
Generated Real-Time Reports to identify leakages in returns, delivery delays, and stock mismatches.
📊 The Result
✅ 35% reduction in product returns within 60 days
✅ 100% stock visibility across 3 regional warehouses
✅ Sales team saved 2 hours daily on manual follow-ups
✅ ₹18L saved per quarter on wastage, returns, and delays
✅ Managers could focus on customer growth, not paperwork
🔍 Why It Worked
👉 Smart systems, not extra people
👉 Everything tracked → Nothing lost
👉 Instant alerts → Fast decisions
👉 Simple daily tools + WhatsApp updates = frictionless execution
📣 Final CTA
“Want to reduce stock returns and run your distribution business with zero chaos?”
“Let’s build your dashboard-based engine today.”
ERP + CRM + WhatsApp = Growth Without Wastage.
