Beyonra

BACKGROUND

Please describe your company and position.

I am an executive at VP JAIN AUTO

Describe what your company does in a single sentence.

We are an automobile parts distribution company supplying genuine and aftermarket auto components to retailers, workshops, and bulk buyers for over 30 years.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Beyonra to accomplish?

• To implement a CRM system tailored to our actual sales and order workflow.
• To eliminate missed follow-ups and better track repeat orders and customer history.
• To gain clear visibility into customer profitability and improve revenue from existing accounts.
• To try Beyonra 360 Intelligence report

SOLUTION

How did you find Beyonra?

referral

Why did you select Beyonra over others?

• Close to my geographic location
• Pricing fit our budget
• Good value for cost
• Referred to me
• Company values aligned
• Chose Beyonra for their business-first approach, not a standard software pitch

How many teammates from Beyonra were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We are an automobile parts distribution business with over 30 years of 
operations. We distribute to workshops, dealerships, and independent 
mechanics across our region. Since 2010 we have been incorporating 
technology into our operations, starting with basic digital records and 
progressively moving toward more structured tools.

By the time we approached Beyonra, we were managing our customer 
relationships through a combination of spreadsheets and a standard 
off-the-shelf CRM that had never properly fit the way our business 
actually operates. The CRM was generic — built for a broad range of 
businesses — and required us to adapt our process to the software rather 
than the other way around.

The problems this created were practical and expensive. Follow-ups with 
active accounts were being missed because there was no reliable system 
flagging them. Reorder cycles — which in auto parts distribution are 
highly predictable if you track them properly — were not being 
monitored, so we were losing repeat business to competitors simply 
because we were not reaching out at the right time. We also had no 
clear way to distinguish which customers were genuinely profitable once 
all costs were factored in versus which ones generated volume but low 
margin.

A close business associate who had previously engaged Beyonra referred 
us. We had an initial conversation with Aman and Vishal and they did not 
lead with a product pitch. They asked detailed questions about how our 
orders moved, how our sales team interacted with customers day to day, 
what data we were currently capturing and what we were not, and where 
the friction points were in our existing process. That conversation gave 
us confidence that they were approaching this as a business problem 
rather than a software sale.

The scope of work covered the following:

DISCOVERY AND PROCESS MAPPING
Beyonra conducted a thorough discovery phase covering our full customer 
lifecycle — from first enquiry through to ordering, fulfilment, 
follow-up, and account review. They mapped how our sales team worked in 
practice, not just in theory, and identified the exact points where 
information was being lost or not captured at all.

CUSTOM CRM DESIGN AND DEVELOPMENT
Based on the discovery work, Beyonra designed and built a custom CRM 
system built around our specific distribution model. This was not an 
existing platform with modifications. It was built from the ground up 
to reflect how our business actually operates.

Key deliverables within the CRM build included:

— Complete customer profile management with full order history, contact 
records, account notes, and relationship timeline in a single unified 
view

— Reorder tracking and automated follow-up flagging based on each 
customer's actual ordering pattern and cycle, so the sales team receives 
prompts at the right time rather than relying on memory or manual 
spreadsheet checks

— Account performance dashboard showing revenue, order frequency, 
average order value, and margin contribution per account — giving us 
the ability to distinguish genuinely profitable accounts from 
high-volume low-margin ones for the first time

— Sales team task management integrated directly into the CRM so 
pending follow-ups, calls, and account reviews are tracked in one place 
rather than across separate tools

— Reporting layer giving management a clear view of team activity, 
pipeline status, and account health without having to request updates 
from individual salespeople

MARGIN AND REVENUE ANALYSIS
During the build process Aman and Vishal identified a structural issue 
in how we were pricing certain repeat customer accounts. A segment of 
accounts we considered reliable were being serviced at terms that were 
eroding our margin in ways that were not visible under our old reporting 
setup. This finding was documented and we adjusted our pricing structure 
accordingly.

TEAM ONBOARDING AND HANDOVER
Once the CRM was built and tested, Beyonra worked directly with our 
sales team to onboard them onto the new system. They ran walkthroughs, 
answered questions, and remained available during the initial period of 
live use to address anything that came up in practice.

The full engagement ran from initial discovery through to live 
deployment and team onboarding. Aman and Vishal were present and 
responsive throughout every phase.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We were not expecting to see results within the first two weeks. 
That is genuinely what happened.

Within 15 days of going live on the CRM, our internal team efficiency 
increased by approximately 35 percent. That is not a number we 
calculated through a formal process  it is what we observed directly. 
Tasks that previously required back and forth between team members, 
manual checks across spreadsheets, and repeated phone calls to confirm 
order status were now handled in a fraction of the time. People knew 
what they needed to do, when they needed to do it, and where to find 
the information to do it.

The coordination improvement was the most immediate and visible change. 
Before the CRM, our sales team and operations side were essentially 
working from different versions of reality. Someone in sales would 
confirm a follow-up had been done. Someone in the back end would have 
no record of it. Orders would move forward without the right account 
notes being visible to the person handling them. Small breakdowns, but 
they added up across dozens of accounts every week.

After go-live that friction largely disappeared. Everyone is working 
from the same system, the same customer records, and the same task 
list. When a follow-up is due it appears automatically. When an order 
is updated the relevant team member can see it immediately. There is no 
longer a version of the customer sitting in one person's spreadsheet 
that nobody else can access.

For a business that has operated for over 30 years, changing how the 
team works is not a small thing. Our people are not young and they are 
not naturally drawn to new technology. The fact that adoption was 
smooth and the efficiency gain showed up within 15 days tells you 
something about how well the system was built to fit the way we 
actually operate , not the other way around.

We are still in the early stages of tracking the longer term outcomes 
around repeat business and margin recovery. But based on what we have 
seen in the first few weeks alone, the return on this investment is not 
in question.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project management was one of the stronger aspects of working with 
Beyonra and honestly not what we expected going in. We have worked with 
IT vendors before where the communication drops off after the initial 
meetings and you spend more time chasing updates than actually moving 
forward. That was not the experience here.

Aman and Vishal set clear expectations from the beginning about what 
each phase of the project would involve and what they needed from us 
at each stage. The communication was primarily through WhatsApp and 
calls, which suited us well given that our team is not sitting in front 
of email all day. They adjusted to how we work rather than asking us 
to adjust to a formal process that did not fit our environment.

Updates were consistent and came without us having to ask for them. 
If something was completed, we heard about it. If something required 
a decision or input from our side, they flagged it clearly and did not 
let it sit. That kind of proactive communication kept the project 
moving at a pace we did not expect.

Every deliverable was completed on time. There were no surprises, no 
last-minute extensions, and no situations where we were waiting on 
something that had been promised by a certain date. For a business 
like ours where operations do not stop while a software project is 
running, that reliability mattered a great deal.

What stood out most in terms of responsiveness was that Aman and 
Vishal were available when it actually counted. During the go-live 
phase when our team was using the system for the first time in a live 
environment, both of them were reachable quickly whenever a question 
came up. No ticket system, no waiting for a response window. They 
treated our go-live as something they were personally invested in, 
not just a handover checklist to complete.

The 360 Revenue Intelligence Report phase was handled with the same 
approach. The findings were presented clearly, the logic behind each 
observation was explained properly, and they made time to walk through 
the implications with us rather than leaving us with a document to 
interpret on our own.

Overall the project management was straightforward 

What was your primary form of communication with Beyonra?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What stood out to us was their approach. We were initially unsure since they are a relatively new company, but they came recommended by a close friend who had already worked with them. After speaking with Aman and Vishal, we felt more confident because they focused on understanding our business in detail instead of selling a ready-made solution. That practical and grounded approach made the difference.

Are there any areas for improvement or something Beyonra could have done differently?

Since this was a custom system built around our workflow, the initial discovery phase took some time. While it was necessary, a slightly faster turnaround in the early stages would have helped. Other than that, the overall experience was smooth and well managed.