Overview
Integral Industrial Management Corp. struggled with manual workflows, fragmented systems, and limited automation across sales, finance, logistics, and project management. As business volume increased to over 10,000 inquiries, these inefficiencies led to delays, poor visibility, and operational bottlenecks.
By working with Devtac, a trusted Zoho implementation partner in the Philippines, the company deployed Zoho One as a unified business platform. This enabled seamless interdepartmental handovers, automated approvals, improved shipment tracking, and stronger financial and project oversight.
Executive Summary
Integral Industrial Management Corp. is an industrial solutions company operating in the Philippines, handling high volumes of sales inquiries, shipments, and project-driven engagements. Over the years, the organization relied heavily on manual processes, paper records, spreadsheets, and disconnected tools, which limited scalability and slowed decision-making.
As inquiry volume grew beyond 10,000, leadership recognized the need for a centralized, cloud-based operating system that could connect sales, finance, logistics, and internal collaboration.
To support this transformation, Integral Industrial Management Corp. partnered with Devtac, an experienced CRM and Zoho solutions provider, to design and implement an integrated Zoho One environment tailored to their operational needs.
Problem Statement and Key Challenges
Integral Industrial Management Corp. faced several operational challenges that affected productivity and growth:
- Manual CRM handovers:
- Opportunities, billing, and collections in Zoho CRM required manual interdepartmental coordination, leading to delays and miscommunication.
- Limited shipment visibility:
- Shipment monitoring from origin to customer delivery lacked automation, making it difficult to track customs clearance and warehouse status.
- Disconnected financial processes:
- Zoho Books was not utilized, requiring purchase orders to be manually created outside Zoho CRM, resulting in duplicate work and slower approvals.
- Underutilized project management:
- While Zoho Projects was in use, limited user access and underuse of time tracking prevented full visibility into costs, milestones, and timelines.
These issues caused slower reporting, reduced visibility, and operational friction as the business scaled.
Evaluation of the Problem
Devtac conducted a detailed assessment of Integral Industrial Management Corp.’s existing Zoho environment, workflows, and interdepartmental dependencies. The evaluation revealed that while Zoho tools were already in place, process gaps and limited integration prevented the organization from realizing their full value.
Devtac identified opportunities to:
- Strengthen CRM handovers
- Automate approvals and financial workflows
- Improve logistics tracking
- Fully activate project and expense management capabilities
- Enhance internal collaboration and knowledge sharing
Based on this assessment, Devtac designed a Zoho One optimization strategy aligned with the company’s operational priorities.
Proposed Solution
Devtac implemented and optimized the following Zoho One applications:
Zoho CRM
- Refined deal workflows to improve interdepartmental handovers
- Reduced delays in billing and collections
- Improved opportunity tracking and reporting
Zoho Sign
- Implemented a four-step purchase order approval workflow
- Secured and accelerated document approvals
- Reduced paperwork and manual follow-ups
Zoho Expense
- Automated expense submissions, approvals, and tracking
- Reduced manual errors and improved financial transparency
Zoho Projects
- Expanded adoption across teams
- Enabled milestone tracking, cost tracking, and Gantt charts
- Improved visibility into timelines and project execution
Zoho Books
- Integrated financial processes with CRM
- Eliminated manual purchase order creation outside the system
Collaboration & Enablement Tools
- Zoho Cliq & Zoho Meeting for real-time communication
- Zoho Backstage & Zoho TrainerCentral for training, internal enablement, and knowledge sharing
Implementation
Devtac executed the implementation through phased optimization, ensuring minimal disruption to daily operations. Existing systems were enhanced rather than replaced abruptly, allowing teams to adapt quickly.
Key focus areas included:
- Workflow automation
- System integration across departments
- User access expansion and adoption
- Process standardization
Any complexity encountered—particularly around approvals and logistics tracking—was mitigated through custom workflow design and training.
Results
Following the Zoho One optimization, Integral Industrial Management Corp. achieved measurable improvements:
- 20% increase in sales, supported by smoother CRM workflows
- Reduced delays in deal processing, billing, and collections
- Faster purchase order approvals through automated e-signatures
- Improved shipment visibility across customs and warehouse operations
- Stronger project execution with better cost, milestone, and timeline tracking
- More accurate and transparent expense management
By consolidating operations into a single Zoho One platform, the company reduced errors, improved decision-making, and enhanced overall operational effectiveness.
