Zoho CRM Implementation for Bayanat Engineering
Introduction
Bayanat Engineering is a leading engineering solutions provider in the UAE, offering advanced technology and project management services. As the business expanded, managing customer data, sales leads, and service requests became increasingly complex. The company required a customized Zoho CRM solution to centralize client interactions, automate workflows, and enhance visibility across departments.
The Challenge
Bayanat Engineering faced several challenges with its existing CRM and data tracking methods:
- Lack of centralized and user-friendly CRM interface
- Time-consuming manual data entry and module navigation
- Limited visibility of sales and project performance
- Inefficient cross-department collaboration due to siloed data
- Difficulty accessing critical reports and KPIs in real-time
The organization needed a modern CRM system tailored to its operational workflow and accessible across devices for its sales and service teams.
Why Bayanat Choose AGN IT Services
AGN IT Services designed and implemented a custom Zoho CRM system focused on usability, automation, and real-time analytics.
The solution centered around custom canvas creation for each key module for ensuring a visually intuitive interface and streamlined data flow
Implementation Strategy by AGN IT Services
1. Custom Canvas Design
Custom canvases were created for 10 key modules, including Opportunity, Lead, Contact, Account, Quote, Product, Campaign, Task, Deal, and Service Request.
Each canvas was designed for:
- User-friendly layouts with optimized fields and section grouping
- Visual navigation for faster data entry and task completion
- Responsive mobile support for field teams
- Cross-module integration for connected workflows between sales, support, and service
2. Reports & Dashboards
- Developed custom reports for tracking leads, opportunities, and sales performance
- Built interactive dashboards to give management real-time visibility of KPIs and trends
- Trained teams to customize and maintain reports independently
3. User Training & Support
- Conducted 2 hours of live online training with guides and tutorials
- Provided 10 hours of Client Success Program (CSP) for post-implementation handholding
- Delivered system documentation covering workflows, permissions, and configurations
4. Post-Go-Live Support
- One month of support for adjustments and troubleshooting
- Priority email and call assistance for any CRM-related queries
- Implementation Timeline
The project was completed in three key phases:
- Requirement Gathering & Setup
- Customization & Canvas Integration
- Testing, Review & Go-Live
Results & Impact
- The customized Zoho CRM solution brought measurable improvements for Bayanat Engineering:
- Improved User Experience: Role-based canvases simplified module navigation, reducing data entry time.
- Enhanced Data Visibility: Dashboards offered real-time insights into leads, deals, and service performance.
- Faster Decision-Making: Department heads accessed KPIs instantly, improving response times by 40%.
- Cross-Module Integration: Linked modules created seamless collaboration between sales, support, and finance.
- Higher User Adoption: User engagement increased significantly due to the new intuitive interface.
Conclusion
With AGN IT Services’ Zoho CRM implementation, Bayanat Engineering transformed its sales and service operations into a connected, automated, and data-driven environment. The new CRM system enhanced productivity, user satisfaction, and decision-making, positioning Bayanat Engineering for scalable digital growth.
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