Developing a Tender Capability Feature on Zoho CRM for Tomedes – A Case Study

The Client

Tomedes – A Global Translation and Localization Company

The Challenge

Tomedes is a language services provider specializing in translation, localization and interpretation projects, working with a vast network of translators and expert linguists. The company faced several challenges, including:

  1. Inefficient manual processes for requesting and assigning vendor bids.
  2. Difficulty managing costs due to the lack of transparency in vendor selection.
  3. Limited scalability of existing workflows to handle growing project demands.

The company sought a solution that would automate vendor allocation while maintaining control over project costs, all within their Zoho CRM environment.


The Solution

As a Zoho partner, we developed a custom Tender Capability Feature on Zoho CRM. This feature was tailored to streamline and automate the client’s vendor management process.

Key functionalities of the solution include:

  1. Auction Requests: The system enables project managers to send automated auction requests to a pre-selected pool of vendor translators based on predefined criteria such as language pair, specialization, and availability.
  2. Automated Vendor Assignment: Once the request is answered, the feature automatically assigns the vendor, optimizing cost and ensuring project requirements are met.
  3. Scalability: The feature supports large-scale operations, handling hundreds of concurrent vendor requests and assignments effortlessly.

Results

  1. Increased Efficiency: The automation of auction requests and vendor assignment reduced manual workload
  2. Less Mistakes: Automating vendor allocation reduced manual actions which lead to less human originated mistakes in project management.
  3. Cost Savings: The client has seen a notable reduction in raw costs.
  4. Scalability: The new process allowed the client to scale up operations without additional overhead.
  5. Enhanced Vendor Relationships: A streamlined process improved vendor engagement and response times.

Conclusion

By developing a tender capability feature within Zoho CRM, we enabled the client to manage their translation and localization projects with greater efficiency and control. This project demonstrates how tailored CRM customizations can solve industry-specific challenges, drive cost savings, and enhance operational scalability.

We specialize in delivering implementation services on Zoho CRM, Zoho Reports (BI) and on Zoho's full suite of customer engagement systems. (including: Zoho campaigns; Zoho social; etc.) We have acquired considerable expertise in system customization, rapid deployment and thorough assimilation of these management systems. We have adopted the Zoho motto: "Everything you need to boost sales, step up productivity and manage all day-to-day activities, tightly\ integrated and ready for mobile".

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