• Client: A prominent EPCM firm in Saudi Arabia.

• Industry: Engineering, Procurement, Construction, and Maintenance (EPCM).



• Products/Services: Insulation, access solutions, surface protection, passive fire protection, electromechanical services, interior outfitting.

• Geography: Middle East and other global markets.

• Customers: Clients in various sectors including construction and infrastructure projects.

The client struggled with inefficiencies in lead generation and customer management due to a lack of integration with the website’s lead generation system and Outlook. The previous CRM system did not support marketing operations, making it difficult to track conversations and interactions. Additionally, data migration was challenging as data needed to be moved to each table.

CCS provided a comprehensive solution that included:

• MEED Integration: Implementing MEED integration with field mapping enabled efficient lead generation, automatically converting website leads to CRM leads through an API connection.

• Outlook Integration: Seamless integration with Outlook improved customer follow-up and communication.

• Task Tracking: Enhanced tracking of tasks and phone calls, including comments on each activity, improved organization and client engagement.

• Data Migration: Utilized SSIS integration for smooth data migration across all tables.