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Case study | monday.com

A unique CRM solution for a leading manufacturing company

The client

Established in 1983, Our client started as a retailer of lighting products. The company over the years has grown by leaps and bounds to become one of the biggest manufacturers of LED lights, wires, and cables in India across 23 places. With an end-to-end manufacturing process, where everything is done in-house - right from the aluminum for the housing to the end product. Their aim was to provide uncompromised quality products, to engage and develop human capital as well as to provide for and understand consumers.

Client requirements

Custom Reporting & Data Visibility

The client needed the ability to generate custom reports and gain real-time visibility into ongoing operations. Their current reliance on manual tools and spreadsheets made it difficult to extract insights or make informed decisions efficiently.

Process Automation & Tool Integration

They sought seamless integration with existing tools and automation of repetitive tasks to reduce manual workload and increase team productivity.

Streamlined Approvals & Workflow Management

A key requirement was to establish a centralized, streamlined approval process for better collaboration and faster decision-making across departments.

Enhanced Access to Customer Database

Limited access to customer data was causing delays in responding to client needs. The client needed a unified platform with improved database accessibility.

Cross-Functional Team Collaboration

The organization faced challenges with siloed teams using different tools. They required a solution that offers cross-functional visibility to track and manage different phases of orders cohesively.

Overdependence on email trails hindered deal visibility and slowed down collaboration. The client was looking for a centralized system to track updates and reduce communication gaps.

Our approach

After doing a thorough analysis of the existing process and overall ecosystem, enreapexperts identified the gaps in the current processes and suggested implementing ‘monday.com personalized production planning processes Personalized Production Planning Process’ and then automating their frequently used tools with monday.com which would remove a major chunk of their manual task and enhance their team’s productivity.

Our solution

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Customized CRM Implementation with monday.com

enreap implemented a tailored monday.com CRM solution, designed specifically to address the client’s pain points. The platform’s user-friendly interface enabled smoother team adoption and faster decision-making.

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Seamless Migration & Centralized Data Management

We ensured smooth migration from the existing CRM to monday.com while transferring all historical databases. This enabled centralized tracking of leads, customer contacts, and critical business data.

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Project Tracking & Cross-Functional Collaboration

The new CRM allowed end-to-end project tracking, from initiation to closure. It also enhanced cross-functional visibility and collaboration, breaking silos and aligning teams on a unified platform.

Business benefits

business benefits

Technology stack

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