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    Atech – Case Study

    Executive Summary

    ATECH Automation Technology is an Egyptian-based company that specializes in providing automation solutions to various industries. The company has been in the business for ten years and has gained expertise in building automation systems, industrial automation, energy management, and IOT systems. ATECH Automation Technology is a Schneider system integrator and certified partner of Schneider Electric in various systems such as BMS, Power Management, Access Control, Fire Alarm System, KNX System, and MCC Panels.

    The company also offers other services such as wireless and IOT, PLC and SCADA, pharma supplying, testing and commission, software validation, and maintenance. 

    The Challenge

    ATECH Automation faces challenges in effectively tracking its sales activities and recording sales representatives' activities on a secure system. The company recognizes the importance of having an automated system that can manage sales opportunities, implement customer agreements, and track sales plans, as this is essential for its growth and success in the competitive marketplace. The current process of unstructured communication and the use of Excel sheets has resulted in difficulty in tracking sales team activities, customer data, and sales performance reports, which in turn has led to lost opportunities and revenue for the company.

    Implementation

    Based on the challenge, the implementation was, for the most part, pretty straightforward, to automate Atech systems.

    We use Zoho CRM Automate System and this the steps how the implementation is done:
    • Automate the sales cycle: Implement standard sales modules inside the system using the default system modules (Leads - Deals - Contacts - Accounts) with minimal customization efforts using workflows tasks and functions.

    • Reduce sales process time: Automate manual and repeated processes or actions using workflows and macros to automate repetitive actions.

    • Follow up the process of Quotations Request: Build a custom structure for the RFQ process by creating custom modules related to the Request of Quotation Process that will handle the full process of contracting with customers.

    • Dashboard and accurate reports: Implement standard reporting with a collection of more than 60 built-in reports available to cover all business requirements.

    • Lead Qualification: The Lead Qualification process involves three stages: Lead Generation, Lead Engagement, and Lead Qualification and Conversion. The methods involved in each stage are described in the Lead Qualification Table.

    Zoho Products used

    Zoho CRM

    Results

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    After implementing the Zoho CRM solution, Atech Automation was able to streamline its sales and customer management processes. The sales team now has a centralized platform for tracking opportunities, customer data, and sales performance reports. The automated system allows for accurate recording of sales representatives' activities, ensuring that no information is lost.

    Moreover, the company was able to implement customer agreements and track sales plans, which has helped to increase the overall efficiency of the sales team. The marketing team was also able to leverage the CRM system to execute targeted campaigns and monitor the performance of those campaigns. The finance team was able to track invoices and payments, streamlining the overall accounting process.

    Overall, the implementation of Zoho CRM helped Atech Automation to achieve better visibility into its sales and customer data, resulting in increased productivity and revenue growth. The company was able to effectively manage customer relationships and improve the customer experience, ultimately leading to increased customer satisfaction.