Client Profile
The client is a leading EPC contractor specializing in the design and execution of infrastructure projects such as oil and gas pipelines, reinforced concrete structures, water assets, and complex civil works for both private and public sector clients. With decades of experience, they are recognized for delivering solutions on large scales, high-value projects that require sophisticated coordination across engineering, procurement, and construction activities
Our client relies on manual processes and a disconnected system which affect efficiency and timely project delivery.
UAE
B2B (Business to Business)
The client needed to modernize project control, unify lead management, automate sales cycles, and improve collaboration between dispersed teams operating from remote locations as well as central offices.
Key Requirements
- Centralized CRM for lead tracking and prospect management
- Automated project workflow and documentation
- Integrated accounting and invoicing linked to project progress
- Mobile accessibility for site managers
- Role-based, secure data management
Challenges Faced by EPC Contractors
Fragmented Data and Siloed System
Lead and client data were scattered across spreadsheets, legacy CRMs, and local files, leading to a fragmented view of opportunities and low conversion efficiency.
Manual Project Coordination
Project managers relied on email and manual logs, resulting in missed deadlines, poor resource allocation and increased risk of cost overruns.
Workforce Management
Tracking labour hours, attendance, and payroll across remote sites was a slow, error-prone process.
Financial Reporting Delays
Invoice generation and budget forecasting were manual, resulting in late payments and poor visibility on project profitability.
Collaboration Challenges
The dispersed team worked in isolation, complicating stakeholder engagement and slowing problem resolution.
Compliance and Documentation
Local compliance requirements (ex., Safety forms, milestone certifications) demanded rigorous and timely documentation, which was not systematically managed.
Our Solution for the EPC Contractors
With the implementation of Zoho CRM, our client gets a unified platform to track leads, automate customer communications, and gain 360-degree visibility into the sales pipeline. Integrated Zoho Forms and SalesIQ enabled real-time lead capture and engagement via the website and chatbot, boosting prospect conversion rates.
Our experts implemented Zoho Projects to centralize project planning, scheduling, and task management. Real-time dashboards tracked progress, resource allocation, and expenses. Blueprint automation routed documentation for approvals to minimize delays and errors.
With the implementation of Zoho People, attendance, timesheets, and payroll were digitized, allowing accurate tracking at hundreds of remote sites. Automated alerts improved compliance, and mobile access empowered managers and workers in the field.
Invoicing, payments, and budget management were tied directly to milestones in Zoho Projects. Automated billing was triggered by the project completion events. The detailed project provided instant visibility over cash flows and profitability.
With the implementation of Zoho Creator, a custom approval workflow app has been built to digitize the entire material requisition process. Site managers raise requests from their mobile devices, triggers automate routing to authorized approvers, and notifications alert procurement teams instantly. All data and approvals are tracked in real-time, enabling faster procurement, full audit trails and zero lost paperwork.
Zoho Forms enables digital data capture with customizable, mobile-friendly forms for site inspections and material requests. These forms automate multi-level approval workflows, send real-time notifications to stakeholders, and provide instant status updates, tracking and eliminating paperwork delays, reducing errors, and accelerating decision-making on project sites.
Results Achieved with Zoho
- Higher Lead Conversion Rates
Unified lead management and automated communication increase conversion rates while real-time chatbots improve responsiveness to client inquiries.
- Improved Project Delivery Times
Centralised project schedules, automations, and collaboration features reduced project delays by facilitating faster approvals and fewer manual errors.
- Enhanced Workforce Productivity
Digital timesheets, automated attendance, and mobile access reduced payroll errors and improved overall workforce productivity in remote locations.
- Financial Efficiency and Faster Invoicing
Automated invoice generation and integrated project financials led to quicker client payments and shorter payment cycles.
- Compliance and Documentation Accuracy
Digitized forms and automated workflows ensured timely compliance with local regulations, reducing the risk of penalties and project stoppages.
Performance Improvements
Increase in Lead Conversion rates
On-time project delivery time
faster invoicing
increase in lead conversion rates
About CRM Masters Infotech
(ISO: 9001-2015 & ISO 27001:2022) Certified Company.
As a Zoho Premium Partner, we bring 10+ years of experience in delivering end-to-end Zoho Solutions that help businesses achieve digital transformation. With a strong focus on supporting EPC contractors and enterprises across multiple industries, our expertise lies in designing, implementing, and customizing the Zoho application according to your business requirements.
Over the years, we have successfully executed more than 4000+ Zoho projects and built a reputation for reliability, innovation and positive business impact worldwide.
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