The Ahlada Engineers sales process was in an Excel worksheet, and managing the sales pipeline and compliance was a big issue for this big engineering company. The lead qualified on the Excel sheet, and the deal was created directly in CRM. Thus utilizing only the deals module.

The Bill of Quantity information was updated by the estimation team manually every time, and documents like quotations, POs, drawings, invoices, and payment receipts were sent manually to the finance department.

To overcome the challenges of Ahlada Engineers sales process, we have recommended Zoho CRM. In CRM, they can manage customers and sales pipeline.

The solution was set based on the business process. Blueprints are defined at the deal pipeline stages, and a checklist for each stage transition was customized. Automation and emails were configured to trigger emails at specific stages with specific attachments by reducing the manual intervention, which helped in tracking the deals without any errors.

Ahlada Engineering is a pioneer in residential and commercial steel doors and a and a big equipment provider in India. Ahlada, founded in 2005, has over the years built a reputation for making world-class products that ensure the highest customer satisfaction levels. Ahlada Engineers Limited strives to become a global manufacturing industry leader, powered by effective governance and qualified staff.