Leading motor vehicle lubricant company generates approx half a Billion in sales by implementing job tracker with customized CRM solution


Sales Generated


Increase in lead conversion


Shorter sales cycle


Increase in customer retention

About the Client


A leading Germany based IPO dealing in oils and lubricants for motor vehicles


Oil & Lubricants


Germany, South Asia


They produce oils and lubricants for motor vehicles

Project Overview — Customized CRM with Job Tracker

Data is the new oil and managing customer data is the key to success for today’s businesses. So it’s very crucial to understand how you manage your customer data, visualise and analyse it to get actionable insights and take the
right decision for your business. This can be achieved by implementing a good customer relationship management system in place. However, a generic CRM system might support a single line of business but it cannot correlate opportunities
or understand the significance of data when you have multiple lines of business.

Our client is a leading German based IPO dealing in oils and lubricants for motor vehicles. They have various lines of businesses operating under the parent group. While they already had a sound CRM system in place to manage their
customer data, they wanted to develop a platform that could help them create strategic alignment between teams, sales, and customer service within the facility to closely track the progress.

Hence we came up with a solution to their needs which comes with a CRM platform with a job tracker module, to connect and manage all of their business operations for one of its esteemed clients to help them with each of their business
lines – all under a single digital CRM platform. This helps them to identify the right strategy for every opportunity and direct their workforce accordingly.

Solving manual process issues with collaborative CRM System & Job Tracker

Keeping customers happy is vital to ensuring business growth. And better customer service comes with better handling of customer data.

The client lacked a unified platform from which they could manage all aspects of the supply chain – vendor, inventory, customer and delivery. On the other hand, they followed a manual process of customer data handling which was
not sufficient enough to ensure improved service to the customers.

The online platform with modern CRM, combined vendor, inventory, purchase order and customer data under a single platform. This made the demand and supply gap identifiable at a glance.

The application also helps receive client signatures upon delivery and failed deliveries are tracked easily. The customer feedback system helps increase brand value and overall customer satisfaction.

Business problems

  • Slow manual process of customer data handling.

    Invoices and purchase orders are sent manually to suppliers and customers resulting in slow conversions and delayed operations. The customer’s traditional system lacked a platform to manage leads, opportunities
    and customers all under a single platform.

  • Opportunity loss and missed appointments.

    As there were no modern CRM systems, appointment booking with customers was random, often conflicting with another appointment. Lack of a proper calendar scheduling and reminders made the sales process inefficient,
    often leading to opportunity loss.

  • Costly and time consuming.

    Delivery jobs incurred more costs since routes were never preplanned and routes were often retraced. The client had to manually assign tasks, deliver jobs, and track performance. Scheduling was not possible.

  • No real-time tracking.

    Real-time tracking of jobs, deliveries, and shipments were not possible. A lot of paperwork was needed at the receiving end of deliveries and during delivery failures. Also, there was no way to capture customer
    feedback or to keep them engaged with the brand.

Business Benefits and ROI gained

  • One single platform to manage all business verticals.
  • The customized CRM system brings all the employees, administrators, vendors and customers together under one roof.
  • The job tracker module reduces idle time and hence saves thousands of hours of job.
  • The solution has helped the client to transform their business with accuracy, efficiency, and effectiveness.
  • They have optimized their workforce management with insightful and actionable data generated from all their business lines.
  • Millions of sales generated by implementing the customized CRM solution.


Sales Generated


Increase in lead conversion


Shorter sales cycle


Increase in customer retention

Solutions provided by DreamzTech

Collaborative Sales Module within the CRM

The Sales Module within the system allows to create and manage orders along with access to invoices and purchase orders from a single collaborative platform. The application can record all orders, emails, call notes, and activities
of customers.

Scheduling and notification

The application allows to create and book tasks or appointments for customers easily resulting in efficient communication. The notification module sends out notifications via SMS and pop-up reminders to employees for the assigned

Delivery jobs A to Z

The application has the ability to plan routes and drop multiple shipments on the way, which was not possible before. It can also schedule delivery jobs for customers and field employees. The system can also track live status
of every assigned job, delivery, and shipment in the platform.

Real time tracking

The CRM has a mobile app that comes for both android and iOS. The app helps receive client signatures upon delivery and failed deliveries are tracked easily.

Customer feedback and engagement module

The CRM solution comes with integrated feedback module to capture any feedback from their customers for the services they received. It also has an engagement module to keep the customers attached to the brand with various seasonal/
off season offers and social media activities.

Key Features

How DreamzTech helped and ensure end-to-end solution

Requirement Gathering and Analysis

Onshore Business Analysts from DreamzTech interviewed stakeholders from client premises and gathered requirements for the project. They worked with offshore Business Analyst and Solution Architects for analyzing the business objectives
as discussed with the client.

Project Planning and Execution

The dedicated team assigned to the project analyzed the objectives of the project and the probable solutions to determine technologies to be used, database structure, data flow, and microservices. Agile Project plan and backlog
document and sprints are planned.

UAT and Deployment

Our team consisting of Project Managers, Tech Leads, Designers, Developers, and Quality Analysts worked with the client for 8+ years and delivered multiple versions of the platform along with several new enhancements following
Agile methodology for technology implementation with continued support.


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