Overview
EESI Material and Controls Corporation (EMCC) sought to modernize its sales and operational processes after outgrowing spreadsheet-based systems. With nationwide operations and increasing process complexity, the company needed a centralized and secure CRM platform. Partnering with Devtac, EMCC implemented Zoho CRM to improve connectivity, streamline documentation, enhance approval workflows, and strengthen visibility across departments. The result was a more efficient, data-driven, and collaborative organization.
Executive Summary
Established on April 24, 2012, EESI Material and Controls Corporation (EMCC) was created to complement the portfolio of EESI (Electrical Equipment & System Integration), which focused on turnkey and semi-turnkey contracts for electrical and automation systems. EMCC specializes in Process Instrumentation Solutions, serving various industries while maintaining operational synergy with EESI as an independent entity.
Beyond industrial process efficiency solutions, EMCC invests heavily in environmental protection and monitoring systems, offering solutions such as Air Quality Management Systems, Continuous Emission Monitoring Systems, Water Quality Management Systems, and Safety Systems for both private and government sectors.
As EMCC expanded its operations across Luzon, Visayas, and Mindanao, the organization recognized the urgent need to transition from manual and spreadsheet-based systems to a more sophisticated, centralized CRM platform that could support nationwide collaboration and process control.
Problem Statement and Key Challenges
Prior to Zoho CRM, EMCC relied heavily on online spreadsheets and manual documentation to manage sales, quotations, purchase orders, and service reports. While initially manageable, this approach became increasingly inefficient and risky as the organization grew.
Key challenges included:
- Spreadsheet-dependent sales management: The absence of a structured CRM limited visibility into sales pipelines and opportunity tracking.
- Nationwide connectivity gaps: Coordinating operations across Luzon, Visayas, and Mindanao created inconsistencies in data access and documentation.
- Document control issues: Difficulty implementing ticketing systems and series referencing for quotations, service reports, and purchase orders.
- Data security concerns: Risk of unauthorized modifications to formal quotations and loose proposals being sent to customers.
- Manual encoding and analysis: Time-consuming data entry and reporting processes increased the risk of errors.
- Limited cross-department access: Departments lacked real-time visibility into entries and performance metrics.
These operational gaps highlighted the need for a flexible and customizable CRM system capable of centralizing information while maintaining security, traceability, and process control.
Evaluation of the Problem
Devtac conducted a detailed assessment of EMCC’s workflows, focusing on sales management, document referencing, accounting integration, and nationwide data accessibility. The evaluation revealed that EMCC required a CRM platform that could:
- Provide customizable modules aligned with their unique operational structure
- Enable secure tracking of document revisions and approvals
- Centralize nationwide entries into a single database
- Support accounting and finance visibility requirements
Based on these findings, Zoho CRM was recommended as the ideal platform due to its flexibility, ease of navigation, and extensive customization capabilities.
“The people at Devtac are very efficient and approachable. So, we were able to maximize the time, learned everything we need, and still receive support from the team when needed” — Melissa Tarroza, Marketing Assistant Manager
Proposed Solution
Zoho CRM was implemented as EMCC’s centralized sales and operations management system. The platform’s customizable modules allowed the organization to configure workflows according to specific departmental requirements.
Key solution components included:
- Customized CRM modules tailored to EMCC’s sales and documentation processes
- Secure activity logs and modification tracking for improved traceability
- Structured referencing for quotations, service reports, and purchase orders
- Centralized database for customers, suppliers, and partners nationwide
- Enhanced visibility for accounting and finance teams through accessible order data and attachment uploads
Annie Olivarez, EMCC’s HR Supervisor, valued Zoho CRM’s flexibility in customizing modules, while Julie Rose Mendoza, Accounting and Finance Manager, appreciated its ability to support accounting processes through structured data collection and order visibility.
In addition to CRM implementation, EMCC later integrated Devtac’s Helpdesk solution for Engineering support services and adopted additional Zoho-based solutions as recommended by Devtac. Despite initial cost concerns, EMCC found Devtac’s structured implementation approach and ongoing support invaluable in maximizing system utilization.
Implementation
The implementation was carried out in collaboration with Devtac’s team, focusing on configuration, customization, and nationwide adoption. User training sessions conducted in the Philippines empowered marketing, IT, sales, and engineering teams to confidently navigate and optimize the system.
Through structured onboarding and hands-on guidance, EMCC successfully transitioned from spreadsheet-based tracking to a fully centralized CRM platform without significant disruption to ongoing operations.
Results
The implementation of Zoho CRM significantly improved EMCC’s operational efficiency and cross-department collaboration.
- Improved Data Accessibility
- Teams can now extract large volumes of information and access it anytime, anywhere, enabling faster and more informed decision-making.
- Enhanced Approval Processes
- Online document accessibility and structured referencing accelerated approval workflows, eliminating reliance on printed documents and physical presence.
- Stronger Accounting Integration
- The accounting and finance team gained better visibility into orders, sales distribution, and documentation, improving their contribution to business processes.
- Time and Cost Savings
- Automated data analysis reduced manual encoding and reporting efforts, saving both time and operational costs.
- Centralized Process Management
- Using Zoho CRM as a central platform simplified operations across departments while minimizing the need for multiple specialized systems.
Overall, Zoho CRM and Devtac’s implementation support enabled EMCC to establish a secure, scalable, and highly efficient operational framework—strengthening productivity and supporting sustainable growth nationwide.
