About the customer
AutoVRse (TDW Technologies Private Limited) is a Bengaluru-based enterprise VR/AR technology company building immersive virtual reality solutions for workforce training, safety, and skill development at large organisations.
As AutoVRse’s enterprise sales pipeline grew, lead and customer information remained scattered across tools rather than tracked in one system, making it difficult to manage the sales process consistently from end to end. AutoVRse partnered with Zauber Technologies to implement a standard Zoho CRM setup covering the complete lead-to-deal cycle.
The challenge
Ahead of the implementation, AutoVRse’s sales process operated without a shared system of record, creating gaps that limited visibility and slowed follow-ups.
Lead and customer information was not centralised, making sales tracking inconsistent across the team.
There was no defined sales pipeline to move leads through to deal closure predictably.
Lead allocation and follow-up tracking depended on manual coordination rather than defined rules.
Leadership lacked clear visibility into pipeline health, conversion rates, and individual sales representative performance.
The solution
Zauber implemented a standard Zoho CRM setup for AutoVRse, covering discovery, configuration, automation, data migration, and reporting in a single, structured rollout.
Leads, Contacts, Accounts, Deals, and Tasks, Calls, and Meetings were configured with custom fields, layouts, and views aligned with AutoVRse’s sales process.
Sales stages and the lead-to-deal conversion process were standardised, with lead assignment rules based on region, source, or product.
Automated lead assignment notifications, task reminders, deal-stage updates, and follow-up reminders were configured, supported by custom email alerts and field updates.
Existing leads, contacts, and deals were migrated from Excel/CSV files using Zoho templates, with data cleaning, field mapping, and verification completed before go-live.
Reports for Leads by Source, Deals by Stage, Sales Pipeline Overview, and Sales Conversion Ratio were configured.
Custom views were created for the Sales Funnel, Top-Performing Salespersons, and Revenue Forecasts.
The results
This engagement was scoped as a standard CRM rollout. The outcomes below reflect the operational impact the implementation is designed to deliver as AutoVRse’s sales team adopts Zoho CRM.
Leads, contacts, and deals are brought into a single system of record, reducing reliance on scattered spreadsheets and tools.
Automated assignment and reminders are designed to reduce follow-up delays.
Every deal can move through a consistent, trackable pipeline from lead to closure.
Dashboards provide management with real-time insight into the sales funnel, conversion rates, and top-performing sales representatives.
CRMBarak & Brazos
HR & PayrollKryon Technology
Connected EcosystemRayforge