Case Study

Timesheet Management in CRM for Leading Electrical and Lighting Solutions Provider

We integrated the CRM platform with ERP and HR Management systems, and built a timesheet plugin that allows users to input time spent on tasks, and calculate billable amounts from within the CRM.

 

About the Customer

The client is one of the prominent infrastructure solutions providers in the UAE. Right from challenging traditional thinking to delivering iconic projects, the comprehensive solutions offered by the client has made it a trusted name for electrical and lighting solutions in the UAE.

Custom CRM Needs

  • Synchronise user, project and task data between ERP system (SAP) and the CRM platform on a daily basis.
  • Enable employees to fill timesheet data on the CRM platform.
  • Calculate billable hours from timesheet data and synchronise it with the ERP system.
  • Identify and differentiate users based on their department

Solution Brief

  • Custom fields and APIs to map the projects and related tasks with the respective CRM modules.
  • Timesheet plugin for users to fill time spent on each task in the assigned projects
  • Automatic definition of time sheet according to project timelines.
  • Calculation of total time spent on any particular project.
  • Automatic synchronization of filled-in timesheet with ERP system.
  • Logic to auto-calculate billable amount based on total hours of service.
  • Integration of client HR System with CRM to automatically map users to their departments for transparent project allocation and timesheet entry.

Business Benefits

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Easily Accessible Timesheets

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Accurate Capture of Billable Hours

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Improved Productivity

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Better Timesheet Analytics

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We have built custom CRM solutions for for a variety of industry domains including retail, ecommerce, infrastructure, healthcare, telecom, and  automotive.

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