This case study delves into the remarkable transformation of a UAE-based Telecommunication Contractor and engineering service company, through the adoption of Zoho Creator and Zoho CRM. The study illuminates the company’s hurdles before embracing Zoho’s solutions, uncovers the specific issues they confronted, and showcases how these Zoho tools revamped their project management and operational efficiency.
They lacked a structured system for handling projects. This resulted in project details being scattered and an entirely offline approval process.
Planning projects became a burdensome manual task, with no streamlined method to track project plans. Gaining managerial approval and assigning tasks to field executives proved to be formidable obstacles.
The absence of a project tracking system left project managers in the dark regarding real-time project statuses and progress. Managing the execution of project plans was mired with inefficiencies.
Assigning machinery and staff to projects had no streamlined process. Field executives struggled to monitor assigned resources for each project, leading to operational hiccups.
Zoho CRM swiftly became the guardian of their ongoing and future projects. It enabled the meticulous tracking of projects at various stages of the sales process, offering real-time project management.
Zoho Creator took the reins in managing project plans, execution, and completion. It provided an end-to-end view of project lifecycles, coupled with in-depth analytics and reporting through Zoho Analytics. Project plans were conveniently created and shared through the Zoho Creator platform, accessible via mobile apps for on-site updates.
Zoho Creator facilitated seamless data and file exchanges between field executives and management. Real-time updates and data sharing streamlined project planning and execution. Reports from Zoho Analytics were in sync with Zoho CRM, ensuring easy export and sharing with relevant stakeholders.
Zoho Creator extended its prowess to efficiently handle staff and machinery assignments. Field executives received timely notifications regarding resource allocation.
