Customer Details
Customer
One of the largest market leaders in manufacturing, healthcare, oil & gas, construction, and more
Industry
Manufacturing
A privately held business group in the Middle East, with more than 10,000 employees, ran the sales pipeline and customer records of its global shipping and logistics unit on a separate third-party CRM. That CRM sat outside the group’s other core systems, so customer and sales data could not connect to operational workflows, approvals, or group-wide reporting. Teams had to rely on manual exports, re-entry, and ad hoc reconciliation to keep records aligned.
The group replaced it with a purpose-built CRM on Joget, designed around the unit’s existing sales and customer management workflows so teams could switch without losing the features they used every day. It covers opportunity and pipeline tracking, customer records, and account management. Because it now runs on the same platform as the group’s other systems, customer and sales data flows directly into order processing, operational handoffs, and reporting without a separate integration layer. The unit has less manual re-entry, fewer duplicate records, and a single source of truth that has improved workflow productivity.
Related
CHALLENGES
A CRM Living Apart From the Rest of the Group
- The group’s global shipping and logistics unit ran its sales pipeline and customer records on a separate third-party CRM platform, disconnected from the other core systems used elsewhere in the group.
- As this CRM sat in its own environment, customer and sales data lived in a silo — not natively visible or connected to other operational systems, approval workflows, or reporting the rest of the group relied on.
- Any process that needed to bridge the two environments including pulling customer data into group-wide reporting, connecting sales activity to downstream operational workflows, or keeping records aligned across systems — had to rely heavily on manual exports, re-entry, or ad hoc reconciliation between platforms.
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SOLUTIONS
A Purpose-Built CRM on the Group's Own Platform
- A purpose-built CRM on Joget, mapped closely to the unit’s existing sales and customer management workflows, so teams could transition without losing functionality they relied on day to day.
- Because it now sits on the same platform as the group’s other systems, customer and sales data can be connected directly to related workflows — order processing, operational handoffs, reporting, all without needing a separate integration layer or manual bridge between systems.
- The build covered core CRM functions, including opportunity and pipeline tracking, customer records, and account management as a complete working replacement, rather than a partial tool.
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RESULTS
One Source of Truth, Less Manual Work
100%
Enhanced sales tracking
Related
100%
Improved productivity
Related
100%
Happier users with less silos
Related
The logistics unit now runs its sales tracking and customer records natively on Joget, removing the data silo that previously existed between its CRM and the rest of the group's systems.
Customer and sales information can flow into other processes directly, cutting down on manual re-entry, duplicate records, and reconciliation work that the disconnected setup used to require.
The unit keeps the CRM functionality it depended on, now integrated into the same environment as the group's broader operations rather than sitting apart from it.
Eventually, this has helped to create a single source of truth and significantly improved workflow productivity.