Unigaz + Vtiger CRM

TL;DR Summary

• Unigaz Overview: Unigaz, a Lebanon-based gas services enterprise in the Middle East, specializes in LPG importation, storage, distribution, design, and installation of gas networks.
• Market Channels: Their market channels include Residential, Hospitality, Industrial/Commercial Gas Systems, and City Gas Network Projects.
• Operational Challenge: Unigaz faced challenges like communication gaps, lack of visibility, manual data entry issues, and scalability concerns.
• Modules Used: Vtiger CRM implementation involved a phased approach, covering modules such as Leads, Contacts, Accounts, Actions, Events, Opportunities, Quotes, Products, Inventory, Approvals, Documents, Reports, and Dashboards.
• Automation: Automation was achieved through Vtiger CRM enhanced lead management, streamlined communication, and improved collaboration among teams. The system facilitated scheduling and tracking of tasks, managing sales opportunities, quotations, and streamlined product management. Approvals module automation reduced manual intervention, while Documents module organized document management.
• Reporting and Monitoring: Vtiger CRMs Reports and Dashboards provided comprehensive insights, resulting in accelerated sales processes and heightened visibility.

Company Overview

Unigaz is a Lebanon-based enterprise specializing in delivering a comprehensive array of gas services within the Middle East region. Their services encompass the importation of Liquified Petroleum Gas (LPG), as well as the storage, distribution, design, and installation of LPG and Natural Gas networks. Additionally, they excel in commissioning and operating gas systems, coupled with the supply of LPG.

Unigaz operates across various market channels, including Residential Gas Systems, Hospitality Gas Systems, Industrial/Commercial Gas Systems, and City Gas Network Projects.

During a recent discussion, the Regional IT Director of Unigaz, outlined how the company successfully automated its sales processes through Vtiger CRM. This case study delves into the challenges Unigaz encountered and explores how, with the assistance of Vtiger CRM, they effectively overcame these challenges.

The Challenge

As conveyed by the Regional IT Director of Unigaz, the company encountered a variety of obstacles. Firstly, there was a notable deficiency in communication between the sales teams and other departments, resulting in missed opportunities and a disruption in the sales process. Additionally, the company experienced a lack of timely visibility into the sales pipeline, customer interactions, and overall sales performance, impeding their ability to make well-informed decisions.

Moreover, Unigaz relied on manual data entry in spreadsheets or disparate systems, introducing a time-consuming and error-prone process that led to data inconsistencies and impacted overall productivity. The challenges extended to issues such as suboptimal lead management, reporting and analytics difficulties, a lack of automation in approvals, and scalability concerns.

The Solution: Vtiger CRM Implementation

The adoption of Vtiger CRM at Unigaz followed a phased approach to accommodate the involvement of multiple regions and teams. The deployment encompassed various modules, including Leads, Contacts, Accounts, Actions, Events, Opportunities, Quotes, Products, Inventory, Approvals, Documents, Reports, and Dashboards. This comprehensive integration allowed for a systematic enhancement of the entire sales process.

In utilizing Vtiger CRM, Unigaz achieved automation throughout the sales cycle. The Leads module facilitated efficient lead management, ensuring that potential opportunities were seamlessly tracked and progressed. Contacts and Accounts modules facilitated a centralized database for customer information, streamlining communication and improving collaboration among teams.

The incorporation of Actions and Events modules enabled the scheduling and tracking of tasks, ensuring that key activities were managed and executed in a timely manner. Opportunities and Quotes modules played a pivotal role in creating, managing, and tracking sales opportunities and quotations, contributing to more accurate forecasting and improved sales performance.

Furthermore, the integration of Products and Inventory modules streamlined product management, ensuring accurate tracking of available inventory and timely replenishment. The Approvals module introduced automation to approval processes, reducing manual intervention and expediting decision-making.

The deployment of Documents module facilitated organized document management, ensuring that relevant information was easily accessible when needed. Reports and Dashboards modules provided comprehensive insights into sales performance, allowing stakeholders to make informed decisions promptly.

In essence, the phased implementation of Vtiger CRM at Unigaz led to an end-to-end automation of the sales cycle, resulting in accelerated sales processes, heightened visibility, and expedited decision-making across the organization.

Conclusion

The implementation of Vtiger CRM at Unigaz has been a resounding success, with its utilization spanning across various departments including sales, marketing, IT, operations, and management. This comprehensive adoption has yielded significant positive outcomes for the company. Key among these is the end-to-end automation of sales processes, which has not only streamlined operations but also enhanced efficiency and accuracy.

Moreover, there has been a notable improvement in user engagement, indicating that the tool has been well-received and effectively integrated into daily workflows. The scalability of the CRM system has also been a major advantage, ensuring that Unigaz is well-equipped to adapt to evolving business needs and market dynamics.

In summary, the migration to Vtiger CRM has positioned Unigaz for continued success, underpinned by more efficient processes, enhanced user engagement, and a robust, scalable system that supports the company's growth and evolution.