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CASE STUDY

CRM Transformation: Automating Lead to Quote for Emaar Energy

Description

Emaar Energy, a leader in chemical engineering and energy solutions with operations in Canada and the Middle East, faced challenges with outdated CRM systems and inefficient processes. A comprehensive analysis of their CRM operations revealed a need for automation across lead-to-quote management and integration with key business systems. By phasing out old legacy systems, Emaar Energy significantly improved efficiency and streamlined operations.

Work Details

Conducted a detailed analysis of Emaar Energy’s existing CRM processes and legacy systems.

Recommended automation of CRM workflows from lead generation to quote management, improving operational efficiency.

Integrated the CRM with key business systems, ensuring seamless data flow and real-time insights.

Initiated a phase-wise approach to retire old legacy systems that were no longer in use, minimizing disruption.

Benefits

Increased efficiency by 35% through automated lead and quote management workflows.

Reduced reliance on outdated systems, improving data accuracy and reducing errors by 30%.

Improved integration between CRM and other core systems, leading to better decision-making and faster response times.

Streamlined operations allowed the company to focus on strategic growth initiatives, boosting overall productivity.

*Delivered as Thutech

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