Comp-U-Graphics
Computerise and Automate business
Surbhi Electronet Pvt. Ltd. is a leading IT solutions provider, specializing in large-scale government and private sector technology projects. Known for its dedication to excellence and timely delivery, the company manages a wide range of tenders across domains and partners with multiple OEMs and vendors.
Challenges Faced
Before adopting Zoho CRM, Surbhi Electronet struggled with managing tenders, streamlining internal processes, and gaining visibility across sales and operations.
Scattered Tender Management
Managing proactive, reactive, and corporate tenders separately caused confusion and gaps
Approval Process Bottlenecks
Tracking two-way management approvals was unclear, leading to delays and communication.
Inefficient Tender Process Tracking
Tracking tender stages—from initiation to submission—was cumbersome and lacked automation.
Poor Payment and Credit Tracking
Facing difficulty in monitoring both vendor and customer payments, credits, and balances.
Product Category Complexity
Facing difficulties in managing a vast product catalog organized by category and sub-category
No Centralized Vendor Data
OEM and vendor information was scattered across systems, making communication highly inefficient.
Manual Cost Sheet Preparation
Creating and tracking cost sheets manually in Excel led to frequent errors and version issues.
Redundant Data Causing Trouble
They lacked proper protection against duplicate entries, which significantly affected data accuracy
Disconnected Quotation Tracking
Quotations were managed in isolation, not efficiently linked to deals, causing delays and errors.
Gaps in Order Processing
Lack of structure in managing the entire order-to-delivery process caused workflow delays.
Sales Forecasting Missing
The absence of forecasting tools significantly limited insights into future revenue and trends
Our Solution: Implementing Zoho CRM
Comp-U-Graphics collaborated with Surbhi Electronet to deliver a tailored Zoho CRM solution, transforming how the company manages tenders, quotations, vendors, and payments. Through customized modules, automation, and intelligent workflows, we created a streamlined environment for operational control and real-time visibility.
Key Features Implemented
Streamlined Tender Module
Customized deal layouts enabled management of all tender types from a single unified pipeline
Two-Step Approval Process
Role-based approvals ensure that all critical records are validated before execution
Lead Capture & Categorization
Leads from multiple sources were consolidated and organized under a structured lead module
Payment
Handling System
Receivables and invoice tracking are enabled with live payment status updates for accuracy
Product Hierarchy Structuring
All products were classified clearly by category and sub-category for better data management
OEM & Vendor Management
Vendor details centralized under a customized module for fast access and interaction
Manage Cost Sheets in CRM
A dedicated module was used to prepare and track cost sheets with approval workflows built-in
Duplicate Entry Prevention
Condition-based rules automatically prevent the creation of duplicate leads and records
Quote Handling Made Simple
Built-in quoting feature was linked directly to deals with seamless email integration tools
Order Automation Workflow
Post-deal workflows auto-create cases and assign tasks for next steps like SO, PO, and dispatch
Sales Forecasting Dashboard
Targets are set for each salesperson, with real-time visibility into their sales forecast data and performance
Result & Impact
The implementation of Zoho CRM has not only streamlined operations but also delivered measurable improvements in efficiency, data integrity, and overall business performance.
Simplified Cost Sheet Tracking
Shifted from Excel to CRM, improving accessibility, control and approval processes.
Better Control Management
Two-way approval tracking gives leadership control and visibility into sensitive deal progress
End-to-End Order Workflow Clarity
Automated workflows guide users on the next steps after deal closure, reducing delays, errors
Streamlined Vendor & Payment
CRM tracking of vendor POs, invoices, and payments improved coordination and transparency
Reliable Data Integrity
Condition-based duplication prevention ensures the CRM contains only accurate and unique entries
Elevated Sales Forecast Accuracy
With the sales forecast module, management can predict future revenue based on pipeline data
Tender
Deadline Alerts
System reminders for pre-bid meetings, tender openings, and deadlines ensure timely action
Unified Tender and Lead Tracking
​All lead sources now funnel into a unified pipeline, significantly reducing missed opportunities
Visibility Across Sales Funnel
Real-time dashboards display the status of each tender, deal stage, and salesperson pipeline
Faster Quote-to-Order Turnaround
Inbuilt quotation generation and email workflows reduced the time from deal to dispatch
Scalable CRM Foundation
The solution is future-ready and scalable, making it easy to extend with new modules or integrations
"Comp-U-Graphics provide us end to end consultancy and implement CRM. Their support is very good, and they delivered what they committed"
Sidharth Agarwal
Director
Surbhi Electronet Pvt. Ltd
