Port Nelson
Logistics & Port Operations
Zoho CRM Integrated with Azure web app via API
Multinational Multi-Currency Quoting and Automation
Port Nelson is a key gateway for trade and logistics in New Zealand. Its logistics division, QuayConnect, provides supply chain solutions that enhance efficiency and transparency for businesses operating domestically and internationally.
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BACKGROUND
Port Nelson is a key gateway for trade and logistics in New Zealand. Its logistics division, QuayConnect, provides supply chain solutions that enhance efficiency and transparency for businesses operating domestically and internationally. To streamline operations, QuayConnect required a robust Customer Relationship Management (CRM) system with advanced capabilities, including seamless API integration with Pelorus, an Azure-hosted web application used for internation freight management and visibility for end users. Additionally, the CRM needed to support international business with sophisticated multi-currency handling and advanced conditional calculations and document generation.
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challenges
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Integration with Pelorus: The CRM needed to integrate with Port Nelson’s proprietary freight tracking and customer visibility system, Pelorus, to ensure real-time data exchange and automation.
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International Business Support: The system required multi-currency management to handle transactions in different currencies with automated exchange rate calculations.
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Data Consistency & Automation: Ensuring that data was accurately synchronised across systems while minimising manual input errors.
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Scalability: The solution needed to be scalable to support business growth and future expansion.
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Solution Delivered by Digital Diligence Limited
Custom Zoho CRM Implementation
Digital Diligence Limited developed a comprehensive CRM solution, customised to meet QuayConnect’s unique operational needs. This involved:
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Custom Modules: Designed specific modules to track logistics operations/shipments, customer interactions, and transactions.
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Multi-Currency Quote Automation: Complex Deluge scripts were created to drastically simply the process of calculating all quoted services into a single currency as well as to subtotal the value of each currency used on a quote as well as converting the entire quote to one currency on demand
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Dynamic Document Creation: Quote and order documents are created automatically, with layouts dynamically changing to suit different content rules and international currency profiles
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Custom UI built with CRM Canvas: As there are upwards of 100 fields per order that need to be tracked, updated and monitored, complex information was broken down into easily-understood screens and tabs using the Canvas UI model
API Integration with Pelorus
To create a seamless connection between Zoho One CRM and Pelorus, Digital Diligence Limited:
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Developed an API bridge that facilitated bidirectional data exchange between the CRM and Pelorus.
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Automated the retrieval of real-time port operations data, such as shipment schedules, cargo movements, and customs clearance status.
Advanced Multi-Currency Management
To support international business operations, the CRM was enhanced with:
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Automated Currency Conversions: Implemented dynamic currency transformation, enabling seamless transactions across different currencies.
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Multi-Currency Reporting: Provided detailed financial insights, allowing management to track revenue and expenses in both local and foreign currencies.
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Results & Impact
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Increased Operational Efficiency: Automation of workflows and API integrations reduced manual data entry, minimising errors and improving response times.
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Enhanced Financial Accuracy: The multi-currency transformation feature ensured accurate financial calculations for international transactions.
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Seamless Connectivity: The integration with Pelorus provided real-time access to critical logistics data, improving decision-making.
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Scalability & Future-Readiness: The CRM was designed with flexibility in mind, allowing QuayConnect to scale its operations as needed.
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Conclusion
By implementing an advanced Zoho CRM with API integration to Port Nelson’s Pelorus system, Digital Diligence Limited successfully modernised QuayConnect’s operational capabilities. The solution not only enhanced logistics management but also provided international business support through automated multi-currency handling. This case study showcases Digital Diligence Limited’s expertise in delivering sophisticated, integrated CRM solutions that drive efficiency and business growth.