UAE Success Story: Transforming Manual Debt Management Operations by Using Different ZOHO Appps
Client’s Background
One of the UAE’s largest debt management companies, this client specializes in helping businesses and individuals settle debts through expert negotiation and structured financial recovery plans. Despite having clearly defined internal processes, the company struggled with operational inefficiencies due to manual workflows.
Challenges With Manual Processes That Creating Sales Bottlenecks
Before partnering with us for Zoho implementation, the client’s operations were entirely managed through Excel spreadsheets. Their sales cycle, from lead capture to contract signing, they required updating 4 to 5 different separate sheets per client. This included details of the lead, POA (Power of Attorney), SLA (Service Level Agreement), and progress tracking.
If the lead is from the previous month then they had to go in the previous month’s history to update about the lead too.
Key challenges included:
Sales agents were spending more than 30 minutes drafting each SLA manually.
Managers had to review and approve each SLA before sending it to the client.
Sales agents were often reluctant to close deals, knowing the volume of paperwork involved.
Business owners and stakeholders had no real-time visibility into pipeline status; they had to ask agents individually.
No centralized system to track lead assignments or performance metrics.
What AGN Propose as a Solution
As an official ZOHO Partner, we understood how to map their business logic across ZOHO’s suite of applications. Our implementation included:
ZOHO CRM for lead and pipeline management.
ZOHO Sign for automated SLA and POA document generation and digital signing.
- ZOHO Writer for template creation of the contracts and SLA.
Custom automation workflows for task assignments, lead stage transitions, and notifications.
Dashboard views for management to track live status of every deal without depending on sales reps.
Outcome:
Post-implementation results:
✅ SLA generation now takes less than 1 minute, done with a single click
✅ Sales team performance improved because agents are now more confident in closing deals
✅ All documents are signed remotely, enabling faster turnaround time
✅ Managers have real-time insights into leads, no more chasing updates
✅ Each sales agent knows exactly which leads are assigned to them and at what stage
✅ POA and SLA compliance is tracked automatically, reducing administrative oversight
ZOHO Implementation Duration:
The whole project was conceptualized and deployed within 40 working days including data migration. The feedback from business owners and their timely input were commendable too.
Conclusion – Digital Transformation That Drives Growth
What began as a high-friction, manual sales operation has now become a streamlined, scalable process using ZOHO. The client’s sales team is more productive, leadership is better informed, and customers experience a faster, more professional engagement.
This case reinforces how powerful a ZOHO-driven transformation can be for businesses buried under Excel files and manual workflows.
Real case Study of Business Freedom
Need Any Help? Reach Out to Us
Trusted By The World’s Best Organizations
English