Vegacompass, Business optimization through CRM domain & Tech knowledge

CASE STUDY

Optimizing Energy Sales: Streamlined Sales and CRM for Emaar Energy

About the Client

Emaar Energy, a Middle East-based chemical engineering services company, required a comprehensive review of its CRM operations, covering the entire process from prospect onboarding to customer conversion. After a detailed assessment, the team recommended Odoo CRM to support and automate Emaar Energy’s end-to-end sales journey. By implementing Odoo, the CRM process was transformed into a seamless, automated workflow, enhancing prospect engagement and improving sales tracking. This setup enabled Emaar Energy to manage leads more effectively and provided real-time insights into the sales pipeline.

Description

Implemented Odoo CRM for Emaar Energy to automate prospect management and streamline the sales lifecycle from lead capture to customer conversion.

Work Details

Conducted an in-depth review of existing CRM processes, identifying areas for improvement in prospect handling, lead nurturing, and customer conversion.

Configured Odoo CRM to support Emaar Energy’s unique sales workflow, from lead capture to opportunity tracking and conversion.

Automated key sales tasks, such as follow-up reminders, lead scoring, and status updates, to streamline processes and reduce manual efforts.

Developed customized dashboards and reporting features within Odoo, providing sales teams with real-time data on lead progression and sales performance.

Set up role-based permissions and user access controls to ensure data security and compliance with company standards.

Benefits

Increased efficiency by automating 80% of repetitive sales tasks, freeing the sales team to focus on high-impact activities.

Enhanced lead conversion rates through structured follow-ups and automated lead scoring, leading to a 30% increase in successful conversions.

Improved visibility into the sales pipeline, enabling sales managers to make data-driven decisions with accurate, real-time insights.

Strengthened data security and compliance with role-based access, ensuring that sensitive information was protected and properly managed.

*Delivered as Thutech

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Vegacompass, Business optimization through CRM domain & Tech knowledge