Polygel successfully transformed its sales operations using a customized Zoho CRM solution. The structured workflows, automation, and real-time insights have enabled the sales team to work more efficiently while giving management full visibility into performance and growth opportunities.
Zoho CRM Implementation & Customization for Polygel's Unique Sales Workflow
Client
Polygel
Industry
A chemical manufacturing company
Location
Brunei
Solutions Implemented
Zoho CRM
Implementation Partner
TekyDoct (Authorized Zoho Partner)
Overview
Polygel is a growing organization with an active sales team handling multiple customer inquiries, quotations, and negotiations across regions. As the business expanded, managing leads, tracking opportunities, and maintaining consistent follow-ups became increasingly critical to sustaining growth and improving sales performance.
To support its sales operations and strengthen pipeline visibility, Polygel partnered with TekyDoct, an Authorized Zoho Partner, to implement and customize Zoho CRM aligned with its unique sales workflow.
Business Challenges
As Polygel’s sales operations expanded, the organization identified the need for a more scalable and centralized approach to managing its growing volume of customer interactions and opportunities. Key areas of focus included
- Managing leads and customer information across multiple touchpoints in a more unified manner.
- Establishing a consistent sales workflow to support collaboration and alignment across the sales team.
- Ensuring timely and structured follow-ups to support stronger customer engagement.
- Gaining real-time visibility into sales pipeline status and team performance to support informed decision-making.
- Centralizing customer communication history for improved relationship management.
- Streamlining sales reporting to provide faster and more accurate insights for leadership.
Our Approach
Customized Account & Contact Management
Business accounts and individual contacts were structured to provide a complete view of each customer relationship, enabling better communication and traceability.
Sales Pipeline Configuration
Opportunities were organized into clearly defined sales stages, allowing the team to track every deal from initial qualification to closure.
Standardized Sales Process
A guided sales workflow was introduced to ensure every opportunity follows the same steps, improving consistency and reducing dependency on individual selling styles.
Automated Task & Follow-Up Management
Automated reminders and task creation ensured timely follow-ups, reducing missed opportunities and improving response times.
Territory-Based Lead Assignment
Leads and opportunities were automatically assigned based on regions, ensuring faster response and better workload distribution.
Management Dashboards & Reports
Real-time dashboards provided visibility into pipeline status, deal value, team performance, and conversion trends, enabling data-driven decision-making.
Results Achieved
Improved lead tracking and structured opportunity management across the sales team.
Consistent follow-up resulting in higher engagement and improved conversion potential.
Real-time visibility into sales pipeline and individual performance for management.
Reduced manual effort in tracking, reporting, and follow-up coordination.
Better collaboration and accountability across sales, finance, and operations teams.
A scalable CRM foundation that supports future growth and sales expansion.
Authorized Zoho Partner
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