Spalba
Transforming Spalba 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: Spalba
Project Duration: 3 Months
Number of Users: 13
Functional Scope:
- Vendor Management
- Centralized Lead Management
- Subscription & Renewal Management
- Reporting & Dashboard Insights
About Spalba
Spalba is a dynamic event-tech and SaaS-based company that provides end-to-end solutions for event management, vendor coordination, venue discovery, and customer engagement. Their platform supports businesses with subscription-based services, warranty management, and post-sales support operations. With a rapidly growing customer base, Spalba required a robust CRM system to streamline sales, renewals, support, and communication channels.
Problem Descriptions
Scattered Lead Sources
Leads from Facebook, LinkedIn, WhatsApp, and the website were all stored separately, making it difficult for the team to track, follow up, or prioritize them efficiently.
Manual Subscription Renewal Tracking
Renewals were monitored manually, which often resulted in missed renewal dates, customer dissatisfaction, and avoidable revenue loss.
No Automation for Warranty & Post-Sales Support
Warranty claims and post-sales service workflows lacked automation, causing processing delays, miscommunication, and poor visibility into issue resolution status.
Unstructured Sales Pipeline
The sales pipeline was not clearly defined, making deal tracking, prioritization, and forecasting inaccurate and time-consuming.
Limited Reporting for Management
Management had very limited reporting capabilities, restricting visibility into sales performance, renewals, and overall business health, making decision-making harder.
Excessive Manual Work
Teams were spending a lot of time on repetitive manual tasks, which reduced overall productivity and slowed down operations.
Our Solution Approach
Centralized Lead & Agreement Management
Implemented Zoho CRM to centralize all leads coming from Facebook, LinkedIn, WhatsApp Chatbot, and the website chatbot, ensuring that the sales team has real-time access to every enquiry with proper source tracking and automated assignment.
Automated Subscription & Renewal Tracking
Built a custom Subscription Management module with automated renewal reminders, follow-up tasks, and expiry notifications, ensuring that no renewal is missed and enabling the team to manage the complete subscription lifecycle efficiently.
WhatsApp Chatbot & Communication Integration
Integrated WhatsApp chatbot flows to handle new enquiries, send automated responses, and push lead details directly into Zoho CRM, resulting in seamless customer communication and higher engagement.
Unified Reporting & Analytics Dashboard
Built personalized dashboards and real-time reports for sales, renewals, and warranty tracking, providing management with complete visibility into performance metrics and upcoming expiries..
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Contact Info.
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