Case Study 1: B2B Sales Compliance & Accuracy
Problem:
A B2B sales team frequently encounters issues with invalid VAT numbers when onboarding new customers. This leads to compliance problems, invoice rejections, and delays in processing sales transactions.
Solution:
By integrating the VAT verification app into Zoho CRM, the sales team can instantly validate VAT numbers when adding new accounts or leads. The app checks the VAT number against the European Commission's VIES database and retrieves the official company details.
Outcome:
Reduction in rejected invoices due to incorrect VAT numbers.
Enhanced regulatory compliance with tax authorities.
Streamlined onboarding process with accurate customer data.
Case Study 2: B2B eCommerce - Reduced Package Returns
Problem:
An online B2B eCommerce company faces frequent issues with incorrect shipping addresses, resulting in returned packages, additional logistics costs, and dissatisfied customers.
Solution:
The VAT verification app ensures that the shipping and billing addresses match the official company registration details. Before processing an order, the system verifies the VAT number and retrieves the correct company information, reducing errors in the shipping process.
Outcome:
Fewer returned packages due to incorrect addresses.
Reduced logistics costs associated with failed deliveries.
Increased customer satisfaction with accurate shipping information.
Case Study 3: Automated Data Enrichment for CRM Records
Problem: A company manually enters VAT numbers and company details into their Zoho CRM, leading to frequent errors, outdated information, and inefficiencies in maintaining customer data.
Solution:
With the VAT verification app, CRM users can automatically fetch official company details, including the registered business name and address, upon entering a VAT number. This eliminates the need for manual data entry and ensures up-to-date records.
Outcome:
More accurate CRM data without manual input errors.
Time savings for sales and support teams.
Improved data integrity across customer records in Zoho CRM.