Sarvottam Pharmaceuticals, a leading player in the Indian pharmaceutical sector, faced challenges in streamlining their data collection and management processes. With a growing need to efficiently handle regulatory compliance, customer feedback, and internal workflows, they turned to Zoho Forms to transform their operations.
Challenge
Prior to implementing Zoho Forms, Sarvottam Pharmaceuticals relied heavily on manual paperwork for data collection, feedback forms, and order processing. This approach was not only time-consuming but also prone to errors, leading to delays in decision-making and compliance issues. With an expanding product line and customer base, the need for a scalable and automated solution became critical.
What features are most important to you in an online form builder?
Customizable templates
Integrations with other tools
Payment processing
Analytics and reporting
Solution
Recognizing the need for a robust data collection and management system, Sarvottam Pharmaceuticals adopted Zoho Forms. This decision was driven by the platform's comprehensive features tailored for form building, data analytics, and automation. Here’s how Zoho Forms addressed their specific challenges:
1. Efficient Form Creation with a Powerful Form Builder: Zoho Forms offered Sarvottam Pharmaceuticals an intuitive form builder interface. This enabled their team to create customized forms tailored to different purposes such as customer feedback, regulatory compliance checks, and employee surveys. The drag-and-drop functionality allowed for quick form creation without needing extensive IT support.
2. Confirmation and Notifications: With Zoho Forms, Sarvottam Pharmaceuticals automated the process of sending confirmations and notifications. This ensured that stakeholders received real-time updates upon form submission, streamlining communication and enhancing customer satisfaction.
3. Share Forms: The ability to share forms online simplified the feedback collection process from customers and stakeholders spread across different locations. Integrated sharing options via email, social media, and embedded links made it easy to reach a wider audience efficiently.
4. Data and Analytics: Zoho Forms provided Sarvottam Pharmaceuticals with robust data management capabilities. The platform allowed them to collect, store, and analyze data securely. Customizable reports and analytics dashboards provided actionable insights, helping management make informed decisions quickly.
5. Customization and Rebranding: To maintain brand consistency, Sarvottam Pharmaceuticals leveraged Zoho Forms' customization features. They were able to brand their forms with company logos, colors, and themes, enhancing brand visibility and professionalism in every interaction.
6. Automation and Workflows: Zoho Forms' automation features significantly optimized Sarvottam Pharmaceuticals' workflows. They set up automated actions such as form routing based on responses, integration with other Zoho applications like CRM for lead generation, and automatic data entry into their ERP system, reducing manual intervention and improving efficiency.
7. Payment and Order Management: For seamless order processing, Sarvottam Pharmaceuticals utilized Zoho Forms' payment integration capabilities. This allowed them to collect payments securely online through forms, simplifying the order management process and improving cash flow management.
8. Mobile Forms: Given the dynamic nature of their operations, Sarvottam Pharmaceuticals appreciated Zoho Forms' mobile compatibility. Their field personnel could access and fill out forms on-the-go using smartphones and tablets, ensuring real-time data capture from various locations.
Results
By implementing Zoho Forms, Sarvottam Pharmaceuticals achieved significant improvements across their operations:
Time Savings: Reduced the time spent on manual data entry and processing by automating workflows.
Accuracy: Minimized errors associated with manual paperwork, ensuring data integrity and compliance.
Cost Efficiency: Lowered operational costs related to paper usage, storage, and administrative overheads.
Scalability: Easily scaled their data collection efforts as the business expanded, without compromising efficiency.
Conclusion
Sarvottam Pharmaceuticals successfully transformed their operations with Zoho Forms, moving from cumbersome manual processes to streamlined, automated workflows. The platform's robust features empowered them to enhance data collection, improve decision-making with real-time analytics, and deliver superior customer experiences. As Sarvottam Pharmaceuticals continues to grow, their partnership with Zoho Forms ensures they remain agile and competitive in the dynamic pharmaceutical industry. This case study exemplifies how innovative solutions like Zoho Forms can drive operational excellence and business growth in the Indian pharmaceutical sector.
What challenges do you face when using online forms?
User experience
Data management
Integration issues
Customization limitations
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