Industry · Manufacturing

Vetic

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

Client: Vetic
Solution: Zoho RouteIQ, CRM
& Projects
Region: Saudi Arabia
Riyadh
Year: 2026 · 5 weeks
Go-live: 9 March 2026
Engagement: Field Sales, CRM
& Project Automation

Overview

Project overview

Vetic partnered with Shyphan to deliver a connected RouteIQ, CRM and Projects rollout. 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.

Shyphan, a Zoho Premium 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. The build combined Zoho CRM and Zoho RouteIQ, configured around how the business actually runs.

Within weeks of go-live, Vetic saw measurable improvements across the business. Measured outcomes included 100% Real-Time Field Visibility, auto CRM to Project Kickoff and 100% Automatic Lead Entry. The project was delivered by Shyphan across Saudi Arabia Riyadh.

How It Flows

How the solution fits together

From the first data point to the last report, this is the path the work takes every day.

01Field leadCaptured in Zoho RouteIQ

02Zoho CRMClean accounts and deals

03Deal closedWon stage triggers

04Zoho ProjectsProject auto-created

05Delivery trackingMilestones and tasks

06ReportsSales and delivery KPIs

Each step is a real system or automation in the delivered solution. Scroll sideways on smaller screens.

About the Client

Who Vetic is

Manufacturing

Vetic

See the results

ManufacturingSaudi manufacturer with a field sales force.

Riyadh, Saudi ArabiaField teams across the Kingdom.

Field sales on RouteIQVisits planned and leads captured on the road.

Deal to project, automaticallyWon deals create projects in Zoho Projects.

The Challenge

Six operational gaps holding back growth

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.

No Field Sales Visibility

There was no live view of where reps went or what leads they found.

CRM Gaps & Duplication

Customer data had duplicates and missing fields across teams.

Manual Project Kickoff

Closing a deal did not automatically start a project anywhere.

No Task & Milestone Tracking

Project tasks and milestones were tracked in side spreadsheets.

Limited Reporting

Sales and project KPIs were compiled manually, late and inconsistent.

Disconnected Operations

Sales, CRM and projects each lived in their own tool.

In Their Words

“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, Manager

The Solution

A connected RouteIQ, CRM and Projects rollout

Shyphan, a Zoho Premium 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.

Zoho CRM

Customer mapping cleanup and deduplication
Sales workflow stages and follow-ups
Reports and dashboards
User training and rollout

Zoho RouteIQ

Mobile app with live prospect pinning
Custom pop-up form for prospect details
Real-time lead sync into the CRM
Shared map visibility across the team
Historical prospect data migration

Zoho Projects

Auto project creation on deal closure
Auto team assignment
Tasks, sub-tasks, owners and deadlines
Milestone tracking and auto-escalation alerts
Gantt Chart dashboard

Key Customizations & Integrations

RouteIQ ↔ CRM Real-Time

Every pin on the map becomes a live lead in the CRM.

Custom Lead Capture Form

Reps capture all needed fields right at the pin on the map.

Shared Field Map

One live map every rep and manager can see in real time.

CRM to Projects Auto-Trigger

A closed deal automatically spins up a fully scoped project.

Milestone-Based Tasks

Each project ships with milestones, owners and deadlines.

Auto-Escalation on Delays

Late tasks notify the right person before things slip.

Gantt Chart Dashboard

Leadership sees every project's plan and progress at a glance.

CRM Dedup & Cleanup

Customer master is finally clean and free of duplicates.

Data Migration

Historical prospects, leads and customers loaded cleanly.

Clients We Have Delivered For

In good company

Every logo is a published case study. Click one to read it.

Our Approach

Five-phase delivery in 5 weeks · 125 hours

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

Why phased roll-out worked

Reduced risk by going live module-by-module instead of a single big-bang switch.

Gave business users time to adopt before the next module landed.

Allowed Shyphan's consultants to apply learnings from each phase to the next.

Scope in Detail

Everything that was delivered

The full list of what went live, so you can compare it with your own requirement.

Zoho RouteIQ for field visit planning and lead capture

Zoho CRM clean-up and deduplication

Deal to project automation into Zoho Projects

Project templates with milestones and tasks

Mobile access for field sales

Sales and delivery dashboards

Data migration from spreadsheets

Training for sales and project teams

Local Compliance

Compliance we kept in mind for Saudi Arabia

Every build we deliver in Saudi Arabia is checked against the Kingdom’s tax, e-invoicing, payroll and data rules before go-live. These are the ones that shaped this project.

ZATCA Phase-2 e-invoicing

Fatoora onboarding with CSID, UBL 2.1 XML, QR codes and clearance or reporting depending on B2B or B2C.

15% VAT

Standard, zero-rated and exempt supplies mapped correctly, VAT-inclusive pricing where the market expects it, and return-ready reports.

Saudi PDPL

Personal data of customers and staff kept to what the process needs, with role-based access and audit logs.

Bilingual documents

Arabic and English on invoices, quotations and customer communications, with Hijri and Gregorian dates where required.

SAR and rounding

Halala-level rounding, SAR as base currency and ZATCA-compliant totals on every document.

Manufacturing records

Customer site and equipment data stored per contract terms with restricted access.

Compliance reviewed before go-live, not after

The Results

From manual & fragmented to unified & data-driven

Within weeks of go-live, Vetic saw measurable improvements across the business.

100%Real-Time Field Visibility

AUTOCRM to Project Kickoff

100%Automatic Lead Entry

360°Sales + Project Dashboard

70+Hours Saved / Month

90%Higher Adoption Rate

Business Outcomes

Live Field Intelligence

Leadership sees field activity and leads as they happen.

Zero Lead Leakage

Every prospect captured on the ground lands in the CRM.

Clean CRM Foundation

Dedup, structure and workflow cleanup finally done right.

Seamless Project Launch

Closed deals trigger fully scoped projects, automatically.

Proactive Delay Management

Auto-escalations catch slipping tasks before they hurt delivery.

Unified Platform

Sales and projects share one platform, one view, one truth.

Client Testimonial

What the team at Vetic said

“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.”

Ahmed Hassan

Manager · Vetic

What worked well

Hands-on functional consultants who understood the business, not just the software.

Phased delivery that protected day-to-day operations from disruption.

Strong post go-live hyper-care that built lasting confidence in the platform.

Transparent, milestone-based engagement with no surprises on cost or scope.

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Vetic

Vetic

Project overview

How the solution fits together

Who Vetic is

Vetic

Six operational gaps holding back growth

No Field Sales Visibility

CRM Gaps & Duplication

Manual Project Kickoff

No Task & Milestone Tracking

Limited Reporting

Disconnected Operations

A connected RouteIQ, CRM and Projects rollout

Zoho CRM

Zoho RouteIQ

Zoho Projects

Key Customizations & Integrations

RouteIQ ↔ CRM Real-Time

Custom Lead Capture Form

Shared Field Map

CRM to Projects Auto-Trigger

Milestone-Based Tasks

Auto-Escalation on Delays

Gantt Chart Dashboard

CRM Dedup & Cleanup

Data Migration

In good company

Five-phase delivery in 5 weeks · 125 hours

Why phased roll-out worked

Everything that was delivered

Compliance we kept in mind for Saudi Arabia

ZATCA Phase-2 e-invoicing

15% VAT

Saudi PDPL

Bilingual documents

SAR and rounding

Manufacturing records

From manual & fragmented to unified & data-driven

Business Outcomes

Live Field Intelligence

Zero Lead Leakage

Clean CRM Foundation

Seamless Project Launch

Proactive Delay Management

Unified Platform

What the team at Vetic said

Ahmed Hassan

What worked well

Ready to write your own success story?

Where this service is weak - and what we do about it