Positive Facilities Limited encountered several key challenges in its operations:

1. Complex Client Management: Managing a growing number of clients and suppliers posed a challenge, particularly in maintaining accurate and up-to-date records for leads, accounts, and contacts.

2. Inefficient Approval Processes: Multiple departments were involved in the lead and deal approval processes, leading to delays and a lack of clarity in approvals.

3. Manual Tracking and Lack of Visibility: There was no automated system for tracking the progress of deals, which led to difficulties in managing deal stages and evaluating performance.

4. Scalability Issues: As the company expanded, its existing processes could not efficiently support a larger client base and more complex deal structures.

To address these challenges, Positive Facilities Limited chose to implement Zoho CRM as a comprehensive solution for customer relationship management. The CRM was customized and configured to streamline operations, ensure compliance with Sharia principles, and support the company’s unique business model.

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1. Customized CRM Modules:

• Leads, Accounts, Contacts, and Deals modules were tailored to fit Positive Facilities Limited's requirements, including unique data structures for better client and deal management.

2. Approval Processes:

• Implemented action-based custom buttons to enable seamless approval workflows for different departments in the leads module.
• Designed a stage-based approval process for the deals module, ensuring that approvals are granted systematically based on predefined deal stages.
• The lead can only be converted into an account and contact after receiving all necessary approvals from relevant departments, ensuring compliance and proper verification before moving forward.

3. Lead Management:

• Configured lead management to include approval checkpoints, which streamline conversion to accounts and contacts only after all required reviews have been completed.

4. Automated Notifications and Tracking:

• Automated notifications were configured to alert relevant teams of pending approvals, expediting decision-making and ensuring transparency.

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Positive Facilities Limited was established in 2021 with the vision of providing innovative and ethical financing solutions tailored to meet the needs of small and medium enterprises (SMEs) and entrepreneurs. Grounded in the principle of positive facilities and approved by a Sharia Board, the company offers a unique approach to finance that excludes profit margins, striving to support sustainable growth for its clients. Its mission is to enable rational finance through diverse financial services and a cutting-edge technical and human environment.