Gabriel And Co

Gabriel & Co. is a leading fine jewelry brand with operations spanning B2B and B2C channels. Their business involves managing a wide network of brand specialists, regional sales managers (RSMs), and sales representatives.

To streamline and scale their operations efficiently, Gabriel & Co. adopted a comprehensive suite of Zoho applications.

Their setup includes Zoho CRM for customer relationship and sales management, Zoho Analytics for business intelligence, and integrations with third-party platforms such as Asana and their existing B2C CRM.

This company specializes in the design, manufacturing, and distribution of fine jewelry, catering to both retail and wholesale customers worldwide. Their operations required a robust CRM system capable of handling a wide variety of modules — from sales and warranty management to rewards and event-based planning such as their annual JCK planning.

To achieve this, we implemented a fully customized Zoho CRM and Analytics environment, integrating all critical business workflows and ensuring smooth synchronization across modules and third-party systems.

Client Overview

Before implementing Zoho, this company faced several operational and management challenges:

Issues faced by the client

Fragmented systems resulted in data being spread across multiple tools, reducing real-time visibility and operational transparency.
The Asana ticketing platform and the B2C CRM functioned in isolation, leading to duplicated data and process inefficiencies.
Sales orders, invoices, and credit line processes lacked automation, significantly increasing manual effort and processing time.
Reporting systems were misaligned with operational data, forcing teams to rely on frequent manual updates to maintain accuracy.
Absence of structured user and role-based access controls created governance and security challenges.Manual handling of sales plans and performance tracking restricted scalability and limited data-driven decision-making.

Our Solution

To address these challenges, a comprehensive Zoho CRM and Creator-based solution was designed and deployed with the following components:

Custom Modules & Workflow Automation: Built specialized modules for Sales Order Line Items, Sales Invoice Line Items, Sales Returns `& Credit Not`es, Warranty, Rewards, Trunk Show Management, Annual JCK Planning, and B2B/B2C Accounts, Contacts, Leads, and Contracts, with automated data flow between all modules.
Unified Data Architecture: Ensured seamless transaction handling by automating data synchronization across all custom modules and business processes.
Advanced System Integrations: Integrated Zoho CRM with Asana for real-time ticket management and task tracking, and connected the B2C CRM with Zoho CRM to unify all leads and customer journeys into a single system.
Analytics & Reporting Modernization: Replicated and enhanced all Qlik Sense reports in Zoho Analytics to provide real-time, actionable business insights.
Sales Planning & Performance Visualization: Developed an Annual Sales Plan module for forecasting, branch-level target setting, and automated consolidation, along with custom widgets and a Canva-based dashboard for a user-friendly Sales Scorecard view.
Role & Hierarchy Management: Implemented a clear organizational hierarchy (Brand Specialists → Regional Sales Managers → Sales Representatives) with role-based access control across all modules to ensure data security and governance.

Conclusion

Post implementation, Gabriel & Co. experienced a complete digital transformation in their sales and CRM operations. All B2B and B2C data were centralized into Zoho CRM, while sales and return workflows were automated to significantly reduce manual intervention. Real-time dashboards in Zoho Analytics replaced static Qlik Sense reports, and the integration with Asana provided seamless collaboration with end-to-end visibility of both customer and internal issues.

In addition, custom widgets and Canva-based dashboards improved the sales team’s decision-making experience through more user-friendly interfaces. Hierarchical user control ensured data security and proper role-based access across the organization. Overall, the project enhanced productivity, improved accuracy, and provided Gabriel & Co. with a scalable CRM ecosystem aligned with their jewelry business workflows.