Satake Asia
Transforming Satake Asia 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 Asia
Project Duration: 4 Months
Number of Users: 22
Functional Scope:
- Centralized Enquiry Management
- Automated AIS Sheet Handling
- Portal Access for External Users
- Seamless CRM Integration
About The Satake Asia
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
Creator Portal for Subordinate Companies
A dedicated Zoho Creator Portal was developed to allow subordinate companies to submit Enquiries, place Sales Orders, and enter Machine Specifications in a streamlined manner. Each subordinate company accesses the portal using unique login credentials, ensuring secure usage and controlled access to their own data.
Role-Based Access Control (RBAC)
Record-level access controls were configured so each user or company can view only their own Enquiries, Sales Orders, and Machine Specifications. There is no cross-visibility between different companies, ensuring strict data privacy, security, and complete data segregation.
Enquiry Form
A structured Enquiry Form enables subordinate companies to raise enquiries with ease. The form includes lookup fields for Account and Contact, both directly linked to Zoho CRM. Upon submission, all enquiry data is automatically pushed to CRM with accurate mapping for seamless tracking and follow-up.
Machine Specification Form
A detailed Machine Specification Form was created to capture technical information such as Machine Code, Machine Group, Product Code, Quantity, and more. When a Machine Code is selected, technical details auto-populate from a master reference. Each submission is assigned a unique Machine Specification Number for proper tracking and reference.
Sales Order Submission (Linked to Machine Specification)
A dedicated Sales Order module allows subordinate companies to submit orders by selecting previously created Machine Specification Numbers. The system automatically fetches related technical details—such as Machine Code and Quantity—ensuring accurate linkage between Enquiries, Machine Specifications, and Sales Orders.
Automatic Market Tagging
The system automatically fills the Market field (ASEAN, India, or Group Company) based on the user’s profile. This ensures consistent and error-free market classification across all submissions without any manual selection required.
CRM Integration
All Enquiries, Machine Specifications, and Sales Orders are seamlessly synced to Zoho CRM, maintaining accurate mapping of Market, Account, Contact, and all technical details. This real-time integration provides complete visibility for internal teams, enabling faster follow-ups and efficient decision-making.
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Contact Info.
Tower - 4, NX One, B-1001, Amrapali Leisure Valley, Greater Noida, Uttar Pradesh 201301
