Electrical Manufacturing CRM

EMCC Streamlines their Business with Zoho CRM, Zoho Desk, and Zoho Projects

Challenges

EMCC faces numerous challenges in establishing connectivity across its national operations, spanning Luzon, Visayas, and Mindanao. The integration of core processes poses difficulties, particularly in implementing ticketing and series referencing for essential documents such as quotations, service reports, and purchase orders. Ensuring access to data entries across all departments nationwide and maintaining a secure database of customers, suppliers, and relevant parties are paramount concerns. Documenting and controlling communications, preventing unauthorized modifications to formal quotations, and mitigating the risk of loose proposals reaching customers are additional hurdles. Moreover, the reliance on manual data encoding and analysis further complicates the operational landscape, necessitating comprehensive solutions to streamline processes and enhance efficiency.

Solution

EMCC found a comprehensive solution in Zoho due to its wide-ranging capabilities, ease of navigation, and customizable modules tailored to their specific process requirements. To address security and traceability concerns, they implemented recorded activities and modifications. Beginning with CRM to enhance connectivity and visibility of proposals and entries nationwide, EMCC later integrated Devtac’s Helpdesk for Engineering support services and other solutions recommended by Devtac as per their needs. While implementation assistance from Devtac incurred costs, EMCC found it invaluable despite initial concerns about expenses. Devtac’s efficient and approachable team ensured optimal utilization of time during implementation, facilitating learning and ongoing support whenever needed.

Outcome

The implementation of Zoho and Devtac’s solutions has yielded significant positive outcomes for EMCC. With a faster approval process facilitated by online accessibility, documents and entries are readily available, properly referenced, and easily generated into reports, enhancing overall efficiency. The system’s capacity for data analysis has streamlined operations, saving both time and money previously spent on manual crunching. The online nature of the system enables widespread accessibility, empowering every member of the organization to comprehend current performance and take action to enhance productivity. Moreover, the improved approval process, no longer reliant on physical presence or printed documents, has saved considerable time and energy. Utilizing CRM as a central platform for various process requirements has not only simplified operations but also resulted in cost savings by minimizing the need for specialized modules. Overall, the implementation has significantly bolstered productivity and operational effectiveness across EMCC.

 


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