Vetic
Streamlining Sales, Project Execution & Field Operations with Zoho RouteIQ, CRM & Projects
Zoho Authorized Partner
From fragmented spreadsheets to one connected platform, Raqmiat helped us go live in 5 weeks.
- Ahmed Hassan, Manager, VeticWho they are
What needed to change
Before partnering with Raqmiat, VETIC operated with fragmented tools and manual processes that were limiting visibility across sales, field operations, and project delivery. As the business scaled, the absence of an integrated platform made it increasingly difficult to manage leads, track field activity, and execute projects on time.
Key Pain Points
- No Field Sales Visibility — Sales teams in the field had no way to pin prospective client locations, share leads in real-time, or give managers live visibility into field activity.
- CRM Gaps & Duplication — The existing Zoho CRM had customer mapping issues, duplicate records, and undefined workflows that slowed the sales team down.
- Manual Project Kickoff — Projects were initiated manually after deal closure with no automatic handoff from CRM, causing delays and missed assignments.
- No Task & Milestone Tracking — Project tasks, sub-tasks, and milestones were managed outside any system, with no escalation mechanism for delays.
- Limited Reporting — Management lacked real-time dashboards and reports to track sales performance and project progress simultaneously.
- Disconnected Operations — Sales, project, and management teams operated in silos with no shared data flow between CRM and project execution.
“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, ManagerHow we delivered it
Raqmiat Technology LLC, as an Authorized Zoho Partner, designed and delivered an integrated three-module Zoho implementation tailored to VETIC’s manufacturing and field sales environment. The solution connected field operations, customer management, and project execution under a single unified platform.
Modules Implemented
Zoho CRM- Customer mapping cleanup and duplicate resolution
- Sales workflow setup for stages, follow-ups, and deal movement
- Reports and dashboards for sales tracking and visibility
- User training for sales operations team
Zoho RouteIQ- Mobile app setup for live prospect location pinning on map
- Custom pop-up form for capturing prospect details during field visits
- Real-time lead sync from RouteIQ to Zoho CRM
- Shared map visibility for sales teams and managers
- Migration of historical prospect and customer location data
Zoho Projects- Auto project creation after CRM deal closure
- Automatic team assignment within projects
- Task and sub-task setup with owners and deadlines
- Milestone tracking for project progress monitoring
- Auto-escalation alerts for delayed activities
- Gantt Chart configuration for management visibility
Key Customizations & Integrations
- RouteIQ → CRM Real-Time Integration: Every location pin dropped in the field instantly creates or updates a lead record in Zoho CRM with zero manual entry.
- Custom Lead Capture Form on Map Pin: A tailored pop-up form collects all required prospect details the moment a sales rep drops a pin, ensuring data completeness.
- Shared Field Map Visibility: All sales team members and managers see a live shared map of all pinned prospects, eliminating blind spots in field coverage.
- CRM → Projects Auto-Trigger: Deal closure in Zoho CRM automatically initiates a new project in Zoho Projects, removing the manual handoff entirely.
- Milestone-Based Task Structure: Each project is broken into tasks, sub-tasks, and milestones with deadline tracking built in from day one.
- Auto-Escalation on Delays: Automated alerts fire when tasks or milestones breach their deadlines, keeping management informed without manual follow-up.
- Gantt Chart Dashboard: Live visual project timeline available to all stakeholders for instant status visibility.
- CRM Deduplication & Workflow Cleanup: Existing CRM data was audited, duplicates resolved, and workflows redefined to ensure clean, reliable sales data going forward.
- Data Migration: Existing prospect and client records migrated from legacy sources into RouteIQ and CRM with full mapping and validation.
Five-phase delivery methodology
The engagement followed Raqmiat’s proven five-phase delivery methodology, ensuring tight control over scope, timeline and quality at every step.
| 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 environment |
| 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 | Trained, adoption-ready users |
| 5. Go-Live & Hyper-care | Cutover, production go-live, daily support, optimization sprint | Stable production system |
Outcomes delivered
Within 5 weeks of go-live, VETIC moved from disconnected, manual operations to a fully integrated, real-time business platform - with field visibility, clean CRM data, and automated project execution all working in sync.
Business Outcomes
- Live Field Intelligence: Management now has a real-time shared map of all field sales activity, prospect locations, and team coverage across Saudi Arabia.
- Zero Lead Leakage: Every prospective client pinned in RouteIQ is instantly captured in CRM - no prospect is lost due to manual delays or forgotten notes.
- Clean CRM Foundation: Duplicate records eliminated, workflows defined, and dashboards configured - giving the sales team a reliable system they trust.
- Seamless Project Launch: Projects now start automatically the moment a deal is won, with team assignments and milestones ready from day one.
- Proactive Delay Management: Auto-escalation ensures no deadline is silently missed - management is alerted before delays compound.
- Unified Platform: RouteIQ, CRM, and Projects now work as a single connected system, eliminating silos between sales and project teams.
- Future-Ready: The Zoho stack scales with VETIC’s growth - additional modules can be added without rebuilding the foundation.
In their own words
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. Raqmiat Tech understood our business and delivered exactly what we needed.
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.
Talk to a Zoho expert about your project
Tell us about your business goals and a certified Raqmiat consultant will reach out within one business day with next steps.
- Free, no-commitment consultation
- Authorized Zoho Partner in Riyadh
- 150+ Saudi implementations delivered
- Bilingual support (English & Arabic)