Anabon Security

Anabon Security Inc. is a leading security products provider specializing in security equipment and solutions. They manage a complex inventory of security products with significant transaction volumes through multiple sales channels.

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About Zoho CRM

Turn Conversations into Conversions with Zoho CRM

Zoho CRM is an all-round customer relationship management tool designed to streamline sales, marketing, and support operations. With a customizable interface, automation tools, AI-powered insights, and seamless integration with your favourite apps, Zoho CRM helps you convert more leads and retain more customers—all in one place.

Challenges and Problem Statement

Financial Reconciliation Issues

  • Unreconciled bank statements and Stripe balances causing financial discrepancies

  • HST and Corporate tax balances mismatched with CRA balances leading tocompliance risks

Cost Tracking Inefficiencies

  • Landing costs not being tracked, resulting in inaccurate product cost calculations

  • Shipping costs tracking gaps between actual costs and customer recovery

  • Quality Control and Returns Management

Manual process for handling defective product returns

  • No systematic approach to refund processing and tracking

  • Lack of data for quality assurance improvements

Reporting and Analytics Gaps

  • Limited visibility into product performance and profitability

  • No advanced reporting capabilities for informed decision-making

  • Missing insights into shipping cost recovery

Solution

Financial Management Automation

  • Identified the missing/incorrect entries and implemented Zoho Books' advanced reconciliation features for bank and Stripe transactions.

  • Conducted thorough tax reconciliation and identified the missing transfer entries. Wealso found out that interests/penalties were not recorded.

Enhanced Cost Tracking System

  • Utilized Zoho Books' landing cost feature for accurate product cost allocation.

  • Implemented custom fields and automated calculations using advanced Zoho Analytics for computing true purchase costs.

  • Developed shipping cost tracking report comparing actual vs recovered costs.

Integrated Returns Management

  • Leveraged Zoho Books' reporting tags for defective product tracking.

  • Integrated Zoho Desk with Zoho Books for streamlined refund processing, which enables the client to refund directly from Zoho Desk.

  • Created one-click refund solution through Stripe integration.

Modern Expense Management

  • Customized Zoho Analytics dashboards for product performance metrics

  • Created specialized custom reports for loss on sale and low-margin products.

  • Implemented real-time shipping cost analysis reports.

Our Process

How to get started?

Our Simplified 3-Step Service Process

1
Consultation and Customization

Begin with a discovery call to help us understand your business, biggest pain points and time consuming processes.

2
Implement

Next, we customize Zoho applications and integrate Zoho applications with your existing industry-specific systems to align perfectly with your operational goals and processes.

3
Track Progress

After implementation, we continuously monitor the performance against the set milestones and tasks through Zoho Projects

Ready to transform your business with Zoho?

Book a complimentary consultation today to explore how our tailored solutions can streamline your operations

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Results

Metric
Improvements
Returns Processing Time
75% faster (2 hours to 30 mins)
Reporting Efficiency
95% automated (vs manual compilation)
Product Cost Accuracy
100% landing cost tracking
Defective Product Rate
40% reduction through better tracking

Business Impact

Complete visibility

into true product costs

Real-time financial

decision-making capabilities

Improved
quality

control through data-driven insights

Enhanced customer

satisfaction with faster refund processing

Business Impact

Unified view of customer data across sales, service, and operations teams.
42% improvement in average response time
35% faster query resolution
25% increase in first-contact resolution rate
Provides a cohesive environment for all business functions
Zoho Smart Business

Zoho Apps Used

Legacy App Replaced

“Automate Accounts revolutionized our financial operations with their comprehensive Zoho implementation. The integrated solution between Zoho Books, Desk, and Analytics has given us clear visibility into our operations. The automated reconciliation and returns management systems have not only saved time but helped us improve our product quality significantly.”

— Alireza Aram, Co-founder - AnabonSecurity Inc.

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Our Certifications

Case Studies

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Anabon Security

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Certificates & Achievements

Certified Zoho Partner for CRM

250+ Successful CRM Implementations
Trusted by 100+ Businesses
4.9/5 Customer Satisfaction Rating

We are here to help!

Whether you’re seeking to streamline your operations, enhance efficiency, or secure your data, our team at Automate Accounts is dedicated to provide personalized, cutting-edge solutions tailored to your business needs. Get in touch to discover how we can elevate your business to new heights

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285 Taunton Rd E, Oshawa, ON- L1G 7L1, Canada

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