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Connecting field sales, customer records and project delivery with Zoho RouteIQ + Zoho CRM + Zoho Projects so every prospect captured in the field flows into a clean CRM and triggers a fully scoped project on deal closure.
“From fragmented spreadsheets to one connected platform, Shyphan helped us go live in 5 weeks.”
Ahmed Hassan, Manager, Vetic
Vetic's field sales team was active every day, but leadership had no live view of activity and project execution after deal closure was fully manual.
There was no live view of where reps went or what leads they found.
Customer data had duplicates and missing fields across teams.
Closing a deal did not automatically start a project anywhere.
Project tasks and milestones were tracked in side spreadsheets.
Sales and project KPIs were compiled manually, late and inconsistent.
Sales, CRM and projects each lived in their own tool.
“Our sales team was on the ground every day, but we had no real-time view of their activity or the leads they were finding. And once a deal was closed, project execution was still completely manual.”
Ahmed Hassan, ManagerShyphan, an Authorized Zoho Partner, wired field sales into the CRM via Zoho RouteIQ and auto-triggered Zoho Projects on every closed deal, with Gantt-based execution from day one.
Every pin on the map becomes a live lead in the CRM.
Reps capture all needed fields right at the pin on the map.
One live map every rep and manager can see in real time.
A closed deal automatically spins up a fully scoped project.
Each project ships with milestones, owners and deadlines.
Late tasks notify the right person before things slip.
Leadership sees every project's plan and progress at a glance.
Customer master is finally clean and free of duplicates.
Historical prospects, leads and customers loaded cleanly.
Tight control over scope, timeline and quality at every step, module by module so day-to-day operations were never disrupted.
| Phase | Activities | Outcome |
|---|---|---|
| 1. Discovery & Blueprint | Stakeholder workshops, AS-IS process mapping, BRD/FRD finalization | Signed-off Solution Design |
| 2. Configuration & Build | Module setup, custom workflows, automation, integrations | Working sandbox |
| 3. Data Migration & UAT | Data cleansing, mapping, migration, full UAT cycle with users | UAT sign-off |
| 4. Training & Change Mgmt | Admin & end-user training, SOPs, recorded video walkthroughs | Adoption-ready users |
| 5. Go-Live & Hyper-care | Cutover, production go-live, daily support, optimization sprint | Stable production system |
Within weeks of go-live, Vetic saw measurable improvements across the business.
Leadership sees field activity and leads as they happen.
Every prospect captured on the ground lands in the CRM.
Dedup, structure and workflow cleanup finally done right.
Closed deals trigger fully scoped projects, automatically.
Auto-escalations catch slipping tasks before they hurt delivery.
Sales and projects share one platform, one view, one truth.
“The implementation has completely changed how our sales team operates in the field. Leads are captured instantly, our CRM is clean for the first time, and projects now start automatically when a deal is closed. Shyphan understood our business and delivered exactly what we needed.”
Manager · Vetic
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