Esprit Stones Limited

Sales & Operations Digitized

How Esprit Stones unified sales, field operations, and inventory with Neome

Esprit Stones brought CRM, field visits, orders, inventory, HR, and expenses onto one Neome platform, with automated approvals, quotations, follow-ups, and access to selected data from its existing ERP.

Stone and quartz manufacturingUdaipur, India

151

Forms configured

169

Reports configured

191

Actions configured

Existing-system API operations

The challenge

Esprit Stones needed a connected platform across departments to reduce manual coordination and give management a centralized view of daily operations.

Business processes depended on manual handoffs, with information held across different processes and systems.
Lead assignment and follow-ups required manual coordination, while planned versus completed sales visits were difficult to monitor.
Quotation and sales order preparation involved repetitive documentation and approval routing.
Field activity lacked consolidated visibility into visit locations, travel distance, visit frequency, and sales executive performance.
Stock, sales orders, invoices, and outstanding information from the existing ERP needed to be accessible in structured records and reports.
Attendance, leave, regularisation, employee expenses, and petty cash needed consistent workflows and centralized tracking.

The Neome solution

The Neome team implemented and configured a single enterprise platform for Esprit Stones spanning 13 functional modules, with structured records, automated actions, operational reports, and selected ERP data retrieval.

CRM and lead management

Customer, dealer, company, and lead records are centralized, with automated lead assignment, follow-up notifications, and pending lead reports.

Field sales and visit tracking

Digital visit planning and status tracking connect with location, travel distance, visit frequency, and sales executive performance reports.

Enquiries, quotations, and sales orders

Conditional approvals, record updates, quotation and order PDF generation, department emails, and notifications replace repetitive coordination steps.

Inventory and existing ERP integration

Stock inward, outward, and stock-taking records connect with reporting. Five API operations retrieve stock, data counts, outstanding reports, sales invoice registers, and sales order registers, with date-wise and branch-wise retrieval.

Attendance, expenses, and petty cash

Attendance, leave, and regularisation follow configured workflows, while employee expenses, travel claims, and petty cash are maintained centrally with employee-wise reporting.

Sampling, product development, and complaints

Customer-linked sample box requests and product development requests use record updates and email notifications, with PDF generation for development requests and structured complaint tracking.

Communication and scheduled reminders

Email marketing and WhatsApp integration support customer communication. Scheduled workflows retrieve pending records and process reminders and notifications.

Management reports and dashboards

Operational reports bring sales, inventory, attendance, expenses, and field activities into a shared management view.

Workflow digitized

1Lead assignment and follow-up

2Visit planning and tracking

3Enquiry approvals and quotations

4Sales order routing

5Attendance and leave

6Inventory and ERP retrieval

7Expense processing

8Samples and product requests

9Scheduled reminders

Before and after Neome

Before

After

Customer and lead activities spread across separate processes

Central customer and lead records with configured assignment workflows

Manual follow-up tracking

Reminders and pending lead reports

Manual visit planning with limited field visibility

Digital visit status, location, and distance reports

Repetitive quotation and sales order documentation

Automated PDF generation and digital approval and order workflows

Separate stock information and reporting processes

Structured inventory records and integrated stock reports

Manual coordination to access existing ERP information

API-based retrieval of selected ERP data

Repetitive attendance and leave administration

Configured attendance, leave, and regularisation workflows

Manual expense tracking and consolidation

Centralized expense and petty cash records

Management information collected from different activities

Central dashboards and operational reports

Measured outcomes

151

Configured forms

Structured data capture across connected business functions.

Configured spreadsheets

Business information organized into shared operational records.

169

Configured reports

Reporting across sales, inventory, attendance, expenses, and field activities.

191

Configured actions

Assignments, record updates, conditional routing, document generation, reminders, and notifications.

Existing-system API operations

Access to selected stock, count, outstanding, sales invoice, and sales order information.

Functional modules covered

CRM, sales, field operations, inventory, ERP integration, HR, expenses, sampling, product requests, communication, and reporting.

Key learnings

Connecting CRM, sales, inventory, field activities, HR, expenses, and reporting establishes a shared operational foundation.
Selected ERP data can be made accessible alongside daily workflows through API-based retrieval.
Assignments, conditional routing, document generation, and scheduled reminders can be configured around the business process.
The reported figures describe delivered configuration. Percentage improvements, time savings, cost savings, and ROI have not yet been quantified; baseline and post-implementation data are needed to measure them.

Ready to map your workflow?

Talk to Neome about the modules and rollout path that fit your team.