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CRM Masters
Zoho CRM for Oil & Gas Industry
  • February 2, 2024
  • CRM-Masters
  • 0

Case Study- ZOHO CRM For Project Engineering Technology


Oil and Gas 


Zoho CRM


Europe, Asia, and the Middle East

Project Background

The company’s primary business in the UAE office for protecting oil, gas, and water assets, including pipelines, tanks, and well casings. In addition, the company also has extensive experience in the protection of reinforced concrete structures and jetties. The company faced challenges in lead tracking, customer engagement, and managing its presence in multiple regions. To solve these issues, our company implemented Zoho CRM to improve its business globally. 

Business Problems

Before implementing Zoho CRM, they faced many challenges:

  • Customer Engagement:- The company needed help maintaining effective communication and engagement with its clients, leading to potential lapses in customer satisfaction. 
  • Leads Tracking:- The existing system for tracking leads could have been more efficient, resulting in missed opportunities and a lack of streamlined processes for lead management. 
  • Multiple Regions Presence:- With a presence in various locations, the company found it challenging to coordinate and consolidate customer data, which leads to a fragmented view of the customer base. 


Business Objectives

  1. Improve Customer Satisfaction
  2. Leads Tracking 

3. Increase Revenue
4. Streamlines Sales Process 

Our Solutions

To address these challenges and meet their business objectives, our client turned to the power of Zoho One:

Lead Gathering from Zoho CRM: We leveraged Zoho CRM to gather and manage leads, ensuring a centralized platform for comprehensive customer relationship management.

Zoho Forms: Multiple forms integrated into the website implemented Zoho Forms, integrating multiple forms seamlessly into the website for efficient data collection.

Zoho Sales IQ: Chatbot for user interaction introduced Zoho Sales IQ to embed a chatbot into the website, enabling real-time interaction and engagement with users.

Alert Notifications on User’s Profile: Implemented alert notifications directly on the user’s profile to facilitate prompt responses and personalised interactions.

Lead Generation with Sales IQ (Chatbot): Leveraged the power of Zoho Sales IQ to enhance lead generation through the chatbot, fostering proactive user engagement.

Impact Of Our Solutions

  • Efficient Leads Tracking: After implementing Zoho CRM, they have a systematic approach to leads tracking, reducing the chances of missed lead opportunities. The sales team could easily prioritize and follow up on leads that lead to improved conversion rates.
  • Improved Customer Engagement:- With a centralized CRM system, the company enhanced its ability to engage with customers effectively. The streamlined communication process resulted in increased customer satisfaction.
  • Sales Process Managed:- Implementing multiple CCs in the sales inbox improved collaboration and the sales process. This feature allowed team members to stay informed about ongoing communications and collaborate effectively on leads and customer interactions. 


By leveraging Zoho CRM, We successfully integrated these tools to create a cohesive and efficient asset management system for them.

  1. 98% Improvement in Leads Tracking 
  2. 95% Improved Customer Engagement 
  3. 95% Workflow customized 
  4. 98% of Sales Process Managed 

The implementation process involved careful planning, customization, and training, resulting in a robust solution that addressed the company’s business challenges and improved its operational processes. 

About CRM Masters

CRM Masters provide cutting-edge solutions and always work hard to resolve their clients’ problems within a given time frame. In a nutshell, we intend our customers to be loved by their customers. Our experts study your organization’s needs to identify the most suitable CRM product for your business, which can be implemented with minimum customization. If you have been losing sales and revenue due to a non-responsiveness CRM system that fails to add value after the employees leave the premises, we will take care of it by customizing the CRM. Also, CRM Masters is a Zoho Premium Partner that helps you to build the CRM from Scratch.