Telecommunication business's integration with Zoho CRM and Zoho Creator

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.

About the case study

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.

Overview of the business

This company emerged as a specialist in delivering Telecom multi-skilled services and maintenance activities. Their niche expertise revolves around telecommunications and ensuring the smooth operation of multi-skilled tasks. But before the Zoho transition, the company grappled with a series of operational challenges, particularly concerning project management, planning, project tracking, and resource allocation.

Challenges faced by the business before Zoho

The challenges that weighed down the company before Zoho’s intervention can be summarized as follows:

Project Management

They lacked a structured system for handling projects. This resulted in project details being scattered and an entirely offline approval process.

Plan Allocation (Planning)

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.

Project Tracker (Plan Completion)

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.

Staff & Machinery Assignment:

Assigning machinery and staff to projects had no streamlined process. Field executives struggled to monitor assigned resources for each project, leading to operational hiccups.

Implementations & solutions offered

With the introduction of Zoho Creator and Zoho CRM, The business adeptly addressed their operational quandaries:

Zoho CRM for Project Database

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 for 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.

Efficient Data and File Transmission

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.

Streamlined Staff & Machinery Assignment

Zoho Creator extended its prowess to efficiently handle staff and machinery assignments. Field executives received timely notifications regarding resource allocation.

Conclusion

Zoho’s solutions ushered a new era of efficiency for the telecom-based business. By automating manual tasks, they not only reclaimed valuable time but also exponentially improved operational efficiency. Zoho’s contribution to simplifying project management and resource allocation underscores the transformative potential of these tools for business operations.

The profound impact of Zoho in streamlining processes, tracking projects, and offering detailed insights serves as a testament to the immense benefits of incorporating these solutions. This implementation project stands as a testament to how Zoho’s versatile toolkit can elevate a business, and their journey signifies the boundless possibilities offered by Zoho in surmounting complex operational challenges. If you’re seeking to optimize your ecommerce operations, please don’t hesitate to contact our experts at Alchemist at +971564096246. We would be delighted to assist you in achieving your goals.