How Zoho CRM Helped the Biggest Debt Management Company in UAE by Implementing CRM Marketing Automation
How CRM Marketing Automation Helped
Client Overview
Industry: Financial Consultation & Debt Settlement
Team Size: 25 Sales & Marketing Professionals
Location: United Arab Emirates
The client is one of the leading debt management firms in the UAE, assisting individuals and businesses with debt restructuring and settlement solutions.
The Challenge
- The company was receiving 150+ leads per day, but had no CRM system in place to organize or follow up effectively. In other words they needed CRM automation tool.
- All data was stored in Excel sheets, which made it difficult to track, prioritize, or assign leads.
- The owners had to micromanage every step of the sales process due to lack of visibility.
- Important leads were getting lost or delayed, and sales agents were overwhelmed with manual tracking
Zoho CRM Automation Tools and Implementation Strategy by AGN IT Services
- We recommended Zoho CRM Marketing automation and implemented automation tools, tailored to their sales workflow.
- Custom modules, automation rules, and lead scoring were configured to handle high-volume lead inflow.
- Role-based dashboards were created for each sales agent, while owners were given executive level reporting tools.
- Set up WhatsApp API integration for seamless client communication.
- Trained the sales team to ensure rapid adoption and consistent use.
Outcome:
- The owners no longer need to micromanage, they now get real-time visibility into team performance via dashboards and reports.
- Each sales agent knows exactly which leads to follow up with, improving productivity and response time.
- The company now has a centralized, trackable sales pipeline that supports daily operations and future scaling.
What’s Next?
The company is now exploring implementation of:
- Zoho Campaigns for automated lead nurturing
- Zoho Bookings for client consultation scheduling
- Zoho Books for financial management and billing integration
Key Takeaway
Zoho CRM Sales empowered the client to move from chaos to clarity. By centralizing data, automating lead workflows, and giving control back to the sales team, the company laid the foundation for scalable and sustainable growth.
No matter what the question, AGN is always has the answers when it come to Zoho. We moved CRM to Zoho and since then AGN's support has been invaluable and their team are brilliant to work with.
They are responsive, proactive and supportive and we value the relationship we have built up.
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