Groupe Geomesure uses Zoho Flow to automate service quotes and save three hours every week

About the company

Groupe Geomesure is a French company providing surveying and measurement equipment along with after-sales service. They handle distribution, support, and training of advanced geospatial, topography, 3D scanning, and measurement solutions with a team of six technicians.

Automating service quote creation and document management

Geomesure’s six technicians were each creating three to four quotes a day for after-sales service interventions in Zoho CRM. Every quote followed a pattern with no exceptions: A given product or service always implied the same additional services, the same terms and conditions, the same textual information. But technicians were building each one manually, duplicating quotes, copy-pasting the product lines, adding the linked services, and updating the terms-and-conditions text to match. If the product changed, the terms changed too, but that depended on someone remembering to make the change.

Mylène identified that every element in those quotes followed a rule. There were no exceptions. If you take service A, the terms and conditions are always the same. If you take product B, you always need service A alongside it. Every combination was predictable, and every technician was rebuilding the same predictable combinations from scratch, three to four times a day, and this was a hassle.

”I built this myself, with no code, in half a day. It had paid back the cost of my time in about fifteen days, and once I switched it on, every team wanted it.”

Mylène Pillet, Head of Data, Groupe Geomesure

She built the solution in Zoho Flow. A technician now clicks a single button and the flow does the rest. It duplicates a dedicated quote with the correct intervention type, auto-fills the contact details, comments, and other key information, and links the quote to the associated service intervention. When a deal is created from that quote, values and discounts are pre-set.

The flow also handles the document filing that used to be done by hand. It identifies the technician’s department from their Zoho CRM profile, so a quote from the after-sales service team is automatically filed into the right folder structure in Zoho WorkDrive: a folder for the quote, then the order, then all related documents. Nobody files anything manually, and the structure is consistent across every technician.

Once the quote is ready, it goes straight to the customer for signature. Zoho Sign is also integrated using the same flow, so quotes are sent for digital signature and the generated PDFs move between Zoho CRM and Zoho Writer as part of one process. That closed the last manual step in what used to be a fully manual workflow.

The moment she switched the flow on for the after-sales service team, every other department wanted it. The success led to similar automations across the business, and she has also connected Microsoft Planner for task management, so work created in the Zoho side of the business reaches the tool the rest of the company already uses for task tracking.

Benefits and ROI

The numbers are small in absolute terms for a six-person team and significant in proportion. The quote flow alone saves about 170 minutes a week, fits in roughly three additional revenue-generating service interventions a month, and adds close to 2% in increased revenue.

”Zoho Flow saves us around four minutes per quote resulting in saving over 1.5 days every month. This gives us atleast three additional customer interactions every month, increasing our revenue by 2% with just one flow.”

Mylène Pillet, Head of Data, Groupe Geomesure

But the point Mylène comes back to is who built it and how fast. She wrote no code. She finished in half a day with no specific training. The flow paid for the cost of her time in about 15 days. The alternative would have been calling in an external provider for a costly custom development. As she puts it, she first looked at whether it was possible using native integration for her need. the options available were meeting her needs and the alternative was to hire a developer. With Zoho Flow she could do it herself, and now she spends her time looking for what else she can automate.

Moving forward

Geomesure continues to apply the same approach to other departments, connecting the Zoho modules and the Microsoft tools the business already runs on. Mylène describes the possibilities as close to limitless.