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Rays and Reach

The Good Vitamin Company Case Study

How The Good Vitamin Company replaced Odoo with Zoho CRM
for better customer data management.

Overview

Operational Transformation & $50K Annual Savings

The Good Vitamin Company, a premier UK-based provider of high-quality dietary supplements, faced challenges managing customer data, telephony, and visibility using Odoo. Partnering with Rays and Reach, they implemented Zoho CRM integrated with Zoho Books, RingCentral, Zoho Analytics, Zoho Inventory, Zoho Desk, Zoho SalesIQ, Zoho WorkDrive, and Mailchimp—achieving operational optimization and saving around $50,000 annually.

Executive Summary

Client

The Good Vitamin Company

Industry

Nutrition & Wellness

Headquarters

United Kingdom

The Good Vitamin Company

Operating in the UK for nearly 50 years, The Good Vitamin Company sources premium ingredients and adheres to stringent quality standards. Their diverse product portfolio includes vitamins, minerals, and herbal supplements designed to promote holistic health and well‑being.

Problem Statement and Key Challenges

As one of four brands under Vitamins Direct Group, The Good Vitamin Company used Odoo primarily for order entry. While adequate as an accounting tool, Odoo lacked:

  • Full visibility into customer histories

  • Robust CRM capabilities

  • Telephony integration with RingCentral

This led to reliance on spreadsheets to fill critical gaps—hindering efficiency and customer service.

Evaluation of the Problem

Rays and Reach evaluated the situation and confirmed significant limitations in customer management, data accessibility, and telephony integration. Based on this analysis, they proposed Zoho CRM for its:

  • Customizability

  • Affordability

  • Seamless integration capabilities with existing systems

Proposed Solutions

As a trusted Zoho implementation partner, Rays and Reach delivered a comprehensive solution built around Zoho CRM:

    Contacts module

    Centralized customer
    data

    Ring Central integration

    Centralized customer data

    Activities module

    Tracked call histories and agent performance

    Custom module

    Tracked offers and campaign eligibility per customer

    Integrated Platform Ecosystem & Key Achievements

    Zoho CRM ↔ Zoho Books
    Zoho CRM + Inventory & Analytics
    WorkDrive, Desk & SalesIQ Integration
    Mailchimp–CRM Campaign Sync
    Zoho CRM ↔ Zoho Books

    Seamless Zoho CRM ↔ Zoho Books:

    Phone sales now trigger a “Claim Customer” process—agents instantly assign the client in Zoho Books and raise a Sales Order module entry.
    This tight bi-directional integration automates invoicing, payment tracking, and reduces manual errors by ensuring every call-to-sale event is recorded in near real-time.

    Zoho CRM + Inventory & Analytics

    Zoho CRM + Inventory & Analytics Synergy:

    The sync between CRM, Zoho Inventory, and Zoho Analytics streamlines end-to-end order fulfillment—from sales order capture to package dispatch and shipping updates.
    Additionally, GDPR-compliant embedded dashboards allow agents access only to the metrics they need—ensuring data privacy while enabling rapid insight-driven decision making.

    WorkDrive, Desk & SalesIQ Integration

    WorkDrive, Desk & SalesIQ in Context:

    Agents have instant access to product specification sheets via WorkDrive within the CRM interface, ensuring they can answer detailed product queries on the spot.
    With Zoho Desk connected, they also view real-time incoming support tickets, logged calls, and customer emails—eliminating tool switching and guaranteeing continuity.
    Combined with SalesIQ’s web behavior tracking, agents can identify upsell or cross-sell moments based on a user’s on-site actions.

    Mailchimp–CRM Campaign Sync

    Mailchimp–Zoho CRM Campaign Merge:

    Marketing outreach via Mailchimp flows into Zoho CRM’s Campaigns module, empowering teams to track newsletter performance, click-throughs, and offer responses—all overlaid against customer data. This gives marketing a unified footprint and helps segment audiences more accurately for targeted campaigns.

    Customer Quote

    Ram Swamy, CEO, The Good Vitamin Company

    We chose Rays and Reach for their knowledgeable and pragmatic approach to system implementation. Their expertise has been instrumental in our achievements with the system.

    Ram Swamy, CEO, The Good Vitamin Company

    As CEO, Zoho CRM's reports, flexible database, and user-friendly interface streamline my work tremendously. We've saved approximately $50,000 per year compared to our previous ERP, considering both partner and software/hardware costs.

    Conclusion

    By integrating Zoho CRM with Books, Inventory, Analytics, WorkDrive, Desk, SalesIQ, and Mailchimp, agents now automate core workflows—order processing, invoicing, shipping, and reporting—within a single platform. Centralized data and embedded analytics have improved data accuracy and efficiency while ensuring GDPR compliance.
    The unified system enables proactive, context‑aware customer interactions and strategic campaign management. Ultimately, this cohesive CRM ecosystem delivers better operational control, enhanced customer experiences, and significant annual savings.

    Thank you for exploring Good Vitamin company's ​transformation journey

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