ROLLerUP:Unfolding a New Chapter in Shutter Business
The Dawn of a Shutter Revolution
In the quaint town of Newmarket, Ontario, where the aroma of freshly cut lumber mingles with the buzz of innovation, a small company was about to revolutionize the world of custom shutters. ROLLerUP, the brainchild of Alex Chikaliov and his partner Eugene Ladizinsky, wasn’t just in the business of blocking light—they were about to illuminate the path to digital transformation for craft-based businesses everywhere.
Craftsmanship in the Shadow of Chaos
Two passionate craftsmen, armed with nothing but their skills and a basic email system, taking on the world of high-end aluminum shutters, awnings, and pergolas. It was like trying to build a skyscraper with a hand saw and a ball of twine. As Alex puts it, “We were taking notes using basic emails and invoicing systems. Then very quickly, we realized that we cannot be on top of everything.”
Their business was growing faster than ivy on a summer day, but their tools were stuck in the Stone Age. Custom projects poured in like a tsunami of opportunity, threatening to drown them in a sea of measurements, calculations, and client requests.
The Challenge: Craftsmanship Meets Digital Demand
As orders poured in and projects grew more complex, ROLLerUP found itself grappling with several challenges:
Manual Overload
The team was drowning in manual processes, from taking notes during client visits to creating invoices.
Data Disconnect:
As the team expanded, sharing information became a logistical nightmare. "We need to share a lot of data between our team members, doesn't matter if it's on field or in the office," Alex explained.
Pricing Puzzles:
Custom projects meant complex pricing calculations, leading to time-consuming estimates and frequent errors.
CRM Limitations:
Their initial CRM system was rigid and couldn't keep up with their multi-faceted business needs.
Scaling Struggles:
Manual processes were holding them back from taking on larger projects and expanding their business.
The breaking point came when they realized they couldn't be on top of everything without a unified system to manage their meetings, clients, and activities.
The Solution: A Digital Makeover with Zoho One
After researching various options, including the possibility of building their own system, ROLLerUP partnered with Customerization, the Zoho advanced partner, to implement a comprehensive Zoho One solution. Here's how they transformed their operations:
01. Centralized Client Management:
Zoho CRM became the heart of their operation, managing leads, deals, and customer interactions in one place.
02. Integrated Communication:
"We used Zoho Mail for good communication with our clients, and it was all recorded in the CRM," Alex noted, ensuring no customer interaction fell through the cracks.
03. Custom Pricing Tool:
A game-changer for ROLLerUP was the custom application developed using Zoho Creator. "We built a pricing tool that will take our main products and put them in one place. "With a click of a button, we can choose the right product for our client, enter the dimensions, and it will provide us with the necessary add-ons," Alex explained enthusiastically.
04. Financial Management:
Zoho Books streamlined their estimating and accounting processes, integrating seamlessly with their CRM data.
05. Enhanced Customer Engagement:
They implemented Zoho SalesIQ for website chat, and used Zoho Surveys and Forms to gather customer feedback directly through their website.
06. Knowledge Management:
Zoho Connect became their internal knowledge base, crucial for training new employees and keeping the sales and service teams aligned.
07. Automated Workflows:
"In Zoho CRM, we created an automated follow-up process that will generate activities and daily tasks for our sales team," Alex described, highlighting how this streamlined their sales process.
Unveiling the Remodeled ROLLerUP
The transformation was as dramatic as a home renovation reveal. ROLLerUP emerged with a sleek, modern operation that would make any business owner envious:
- Estimates that once took hours now roll out in minutes, smooth as a well-oiled roller blind.
- Customer satisfaction soared as high as a top-floor penthouse view, impressed by the company's seamless organization.
- The business expanded like a telescoping pergola, easily adapting to new market demands.
- Sales and service teams moved in sync, like perfectly balanced sliding doors.
Alex couldn't contain his excitement: "It's a life-changer! We can grow fast using many different tools. We have everything in the system that's sharable, doesn't matter who contacts the client. It's like we've built a glass house where every process is transparent and efficient!"
Looking Ahead
With their new digital foundation in place, ROLLerUP is poised for continued growth and innovation. They're exploring additional Zoho apps and looking at ways to further automate and optimize their processes.
As Alex puts it, "We're just waiting to discover more and more." In a world where digital adaptation is no longer optional, ROLLerUP's story serves as an inspiring example of how embracing technology can elevate a traditional craft business to new heights of success.
