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Case Study: Zuper Integration With Zoho Inventory and Zoho Desk

Company Profile:

Medfirst Homecare has been a  trusted source for medical equipment and supplies since 2005. They specialize in mobility aids, hospital beds, patient lifts, and more. With a knowledgeable staff boasting 25 years of combined experience, they prioritize exceptional customer service and personalized care. They offer sales, rentals, full-service repairs, and in-home evaluations, making them your go-to for all your medical equipment needs.

Problem Statement:

Medfirst Homecare faces inefficiencies in their medical equipment delivery process due to the absence of an external shipping service. To address this issue, the company seeks to implement a Field Management System that can optimize the scheduling and routing of their technicians and drivers, enabling them to reach customers’ locations more efficiently.

Our Solution:

BoostedCRM conducted a thorough review of most of the Field Service Management system’s available in the market and identified Zuper as an excellent solution for the company’s needs. Zuper is not only cost-effective but also offers a highly user-friendly interface tailored to both drivers and managers, facilitating efficient route management and team tracking.

BoostedCRM successfully built the integration between Zoho Inventory / Zoho Desk and Zuper, which executes the following:

  • Sync Inventory from Zoho Inventory to Zuper: this is needed to track the shipped items
  • Create Zuper Job from a Sales Order in Zoho Inventory: MedFirst manage shipment orders in Zuper
  • Create Zuper Job from a ticket in Zoho Desk: For work which requires the technicians to be on-site, MedFirst also manages the jobs in Zuper

Result:

With the implementation and integration of Zuper with Zoho Inventory and Zoho Desk, Medfirst Homecare witnessed remarkable enhancements in their field operations. The key outcomes include a 20% reduction in technician and driver travel time, leading to faster customer response times, a 15% reduction in service response times, streamlined workflows with a 25% reduction in administrative tasks, 10% operational cost savings, a 30% decrease in customer complaints, and successful geographic expansion to additional regions within New Jersey and New York. These improvements have collectively fortified Medfirst Homecare’s position as a trusted and efficient provider of medical equipment and supplies across their extended service areas.

Technologies Used: Zoho Desk, Zoho Inventory, Zuper API, 3rd Party API integration, Deluge

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