Wholesale · CRM
One owner and a set follow-up rhythm for every lead
Every wholesale enquiry has a person responsible, a stage and a next follow-up date. Follow-ups happen at the right intervals, and no lead slips through.
CRM · Deals
Pongalur Sri Annapoornis Sweets & Snacks
B2B food manufacturer gains 80 minutes back every day
After an all-in-one ERP, spreadsheets and Zoho fell short, Pongalur Sri Annapoornis Sweets & Snacks moved to Oneintelligent. With the right processes in place, the wholesale, product development and customer support teams now work from one system, and management gets back 80 minutes a day.
- Start in minutes
- No credit card
- Pay only if work gets more efficient
At a glance
- Industry
- Sweets and snacks: retail and B2B wholesale
- Footprint
- 14 outlets, 2 factories
- Total employees
- 100+
- Moved from
- An ERP, Excel and Power BI
- Training sessions needed
- 0
- Daily reporting time saved
- 80 min
A sweets and snacks brand with a growing B2B business
Most people know Pongalur SAS for the sweets and snacks at its 14 outlets. Behind the counters runs a second business: wholesale. Offices and businesses place bulk orders, and every order has to move from enquiry to quote, through production at two factories, and out the door on the promised date.
As wholesale grew, the cracks started to show
As B2B operations grew, the day-to-day ran on WhatsApp, phone calls and memory. The team tried three ways to fix it. None fit.
- Leads depended on memory
Wholesale leads were followed up only if someone remembered. To know where a lead stood, the operations manager had to call the branch manager or whoever was handling it.
- No way to check daily work
Staff had tasks to do every day, with no simple way for managers to check they were done.
- An all-in-one ERP didn't fit
Pongalur SAS first ran its B2B operations on an all-in-one ERP. It didn't fit how the team worked, and when they needed help, support wasn't there. So they moved off it.
- Power BI and Excel took too much time
Building the daily report took about 80 minutes across all eight departments, and it still didn't clearly show who was doing what.
- Zoho was too complex
When the team took a Zoho demo, it was hard to follow, and adopting it would have meant learning a whole new system.
No training, full adoption, real time saved
The product was easy enough to use without any training. The real change was the process. Oneintelligent worked with the team to find where things were getting stuck, set the right way to handle leads, new products, complaints and daily work, and then set up the system to run it. Managers now see every lead's stage, who owns each task, and the day's operations without calling anyone, and the MD gets a balcony view of where the company is heading.
Product development · Projects
A clear plan for every new product
New product development runs as a project with tasks, owners and deadlines, so everyone knows what's next.
Projects · Timeline
Every department · Recurring Todos
Hundreds of daily tasks and checklists, ticked off and reviewed
Pongalur SAS tracks hundreds of recurring tasks and checklists across more than five departments. Staff tick each task off when it's done, the manager reviews it, and it comes back automatically the next day. The Oneintelligent team built recurring Todos for this.
Todos
Customer support · Cases
No complaint closed until it's fixed
Every customer complaint is logged and tracked until it is resolved, so the same issue doesn't come back with the next order.
Cases
Management · Notes
Every meeting written down and easy to find
Many decisions are made in person, at the factories, the outlets and with wholesale customers. The team records each meeting in Notes: who was there, what was agreed and what happens next, and opens the note later instead of relying on memory.
Notes
- Admin · RemindersRenewals handled before they're due
From software licenses to other recurring dues, Reminders alert the team before each renewal is due, so nothing lapses. The Oneintelligent team built Reminders for this.
80 minutes back every day, and a clear view of the business
- Saved every day: managers no longer build the daily report across eight departments, because the status is live
- 80 min
- Every wholesale lead has an owner, a stage and a next follow-up date
- No missed follow-ups
- Recurring tasks and checklists across 5+ departments, ticked off and reviewed in one place
- 100s
- Training sessions needed to get the team using it
- 0
“We didn't even need training. The product is already user-friendly.”
- Engineering · Aerospace
Precision Engineering Company Gains 15 to 18% Efficiency Across Departments
Loyal Wingman Technologies moved its projects, leads and timesheets off Excel and Docs to Oneintelligent AI, set clear processes for every role, and became 15 to 18% more efficient across departments.
- Consulting · Growth
From One-Week Plans to Two-Month Roadmaps
A consulting firm went from planning one week ahead to two months ahead as Oneintelligent became integral to their operations.
Your business is growing. Don't let the chaos grow with it.
We find what's breaking, fix the process behind it, and help your team run it faster with Oneintelligent. Try it free for your first month. If your team isn't using it every day and you can't see the time saved by day 30, you don't pay.
- Start in minutes
- No credit card
- Pay only if work gets more efficient