Satake India
Transforming Satake India with Zoho
About CloudConics
Shaping the future with forward-thinking practices.
CloudConics is Zoho Advanced Partner and has been in business for almost 8 years having strong technical & functional expertise catering to customers across India, USA, UK & Australia. We are an Exclusive and Dedicated partner to ZOHO Corp, and we operate from Noida. Our team has been quite successful in helping organizations solve problems and simplifying their work through the customization of ZOHO’s Business applications, Collaboration Applications, Custom built applications, and 3rd party integrations with Legacy applications & ERP systems.
Zoho One Case Study
Name: Satake India
Project Duration: 4 Months
Number of Users: 18
Functional Scope:
- Centralized Enquiry Management
- Automated AIS Sheet Handling
- Portal Access for External Users
- Seamless CRM Integration
About Satake India
Satake is a global leader in the design and development of advanced machinery for food processing, grain milling, and agricultural industries. Established over a century ago in Japan, the company has expanded worldwide with a strong presence in Asia, Europe, and the Americas. Satake Thailand serves as a key regional hub for the ASEAN market, providing state-of-the-art milling solutions, technical support, and customer services. The company focuses on delivering innovative technologies for rice milling, flour milling, and food processing, helping customers achieve higher efficiency, quality, and productivity in their operations.
Problem Descriptions
Decentralized Enquiry Tracking
Enquiries were captured manually without a structured system, leading to inconsistencies and duplication.
Complex AIS Data Handling
Managing AIS Sheets with detailed machine configurations was time-consuming and prone to errors.
No Controlled User Access
All users could view all records; there was no segregation of data by user or market.
CRM Sync Gaps
Technical details captured in Creator were not seamlessly reflected in CRM.
Our Solution Approach
Enquiry Module in Creator
Built an Enquiry Form with lookup fields to Account and Contact. Configured auto-push of enquiries into Zoho CRM with linked Account & Contact.
AIS Sheet Master & AIS Sheet
Designed an AIS Sheet Master to store machine codes and their technical configurations. On selecting a machine code in the AIS Sheet, all related subform details (machine group, product code, product name, quantity, etc.) auto-populate. Each AIS Sheet is auto-assigned a unique AIS Sheet Number for tracking.
AIS Sheet Set with Auto-Mapping
Developed AIS Sheet Set where users enter AIS Sheet Numbers. System auto-fetches Machine Code & Quantity from AIS Sheet and populates subform. AIS Sheet Set records are linked back to the Enquiry for traceability.
Portal Implementation
Set up a Creator Portal so external users can log in and create Enquiries & AIS Sheets.
Role-based Access
Each portal user only sees the records they created (ensuring data privacy). Added a Market field (ASEAN, India, Group Company) that is auto-filled based on the user’s. This ensures correct market tagging without manual selection.
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Contact Info.
Tower - 4, NX One, B-1001, Amrapali Leisure Valley, Greater Noida, Uttar Pradesh 201301
