A fast growing venture funded startup that sells prescription dietary supplements to facilitate better health through doctors, dietitians, medical practices, and corporate benefit groups. Products are sold through multiple channels.

Among many other issues, the company was experiencing challenges tracking channel partners, signing, and on-boarding them and then tracking the patient client purchases and associating them with channel partners. The company had pre-existing operations managed by Zoho CRM, NetSuite, Shopify, and Stripe. There were significant data dropouts between the apps. The company struggled with a series of systems that had grown organically and opportunistically, but without any organization, database design or consistent workflows.

Camarès worked closely with multiple stakeholders from each division. Planning was extensive as we determined which legacy systems to keep and which to modify. Our comprehensive business-process consulting and workflow design using business-process charting, brought order to the data flow and discipline to the processes across multiple channels. Camarès delivered comprehensive business-process consulting, planning, and mapping, implementation, data migration, QC/testing, and a Zoho Desk Knowledge Center, with recordings and documentation specific to client implementation. On-going engagement provides training for new hires and update meetings to address business growth plans.

NetSuite is now the source of truth for finance. Zoho is the source of truth for sales management and reporting. Zoho One is now firmly footed inside the organization, managing all marketing and sales operations. Inaccuracies in reporting have been eliminated.