Case Studies

Sobha Group boosts productivity by integrating their existing, leading CRM software and Xpedeon

Sobha Group was using a leading CRM software for their CRM needs, and Xpedeon as their ERP system. They sought to integrate the two systems to minimise manual data entry and enhance overall operational efficiency. Our team worked closely with Sobha Group to integrate the two systems, transforming them into a unified ERP solution.

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Customer
Sobha Group
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Location
UAE
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Industry
Real Estate Developer

What they’re saying

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"Seamless Integration, Unmatched Efficiency"

"Xpedeon’s integration with our current CRM software has drastically reduced our team’s workload, eliminated redundant manual tasks and minimised human error. The ability to automate the flow of data between our CRM and finance systems has been transformative, allowing us to focus on more strategic initiatives. An integrated environment like this is truly the need of the hour for digital transformation, and Xpedeon has played a pivotal role in helping us achieve this milestone."

Finance & Accounts, Sobha

What they’re saying

"Seamless Integration, Unmatched Efficiency"

"Xpedeon’s integration with our current CRM software has drastically reduced our team’s workload, eliminated redundant manual tasks and minimised human error. The ability to automate the flow of data between our CRM and finance systems has been transformative, allowing us to focus on more strategic initiatives. An integrated environment like this is truly the need of the hour for digital transformation, and Xpedeon has played a pivotal role in helping us achieve this milestone."

Finance & Accounts, Sobha

Increase operational efficiency, cut down delays,
drive better decisions

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  • Streamline enquiry to invoice process 
  • Eliminate expensive delays with fast, automated processes 
  • Get full control Budgets and finances with alerts and signals on potential exceptions 
  • Gain full visibility into cash flows, work in progress, profitability and risks 
  • Leverage powerful reporting and business intelligence for informed decision making 
  • Complete plant management, including support for multiple custodians and yards 
  • (Need info on Production Planning) 
  • Is Fixed Assets applicable? 
  • Is Manpower Scheduling applicable? 
  • Is Warehouse Management applicable? 

About the customer

Sobha Group is a renowned real estate developer operating in India and the UAE. The company is known for its upscale residential and commercial projects, distinguished by quality construction and luxurious amenities. In particular, in Dubai, Sobha Group has contributed to the real estate landscape, focusing on integrated communities and iconic landmarks.
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Challenges prior to the integration

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The primary challenges were inefficiencies in managing demand letters and receipts between the CRM software & Xpedeon. These challenges included:

  • Duplicate data entry: The Sales and Finance teams created demand letters in the CRM software. However, the AR team had to re-create them in Xpedeon, making the process time-consuming and error-prone.
  • Manual input of customer information: The AR team had to manually enter customer data from the CRM software into Xpedeon. This increased workload, errors, and caused inconsistencies in details like addresses, payment terms, and contact information.
  • Data inconsistency and reconciliation issues: Without automatic syncing between CRM software & Xpedeon, discrepancies had to be manually reconciled. As a result, this slowed invoicing, increased error risks, and caused delays in collections and financial reporting.
  • Reduced efficiency: Re-entering data in both systems wasted time, increased the AR team’s workload, and delayed priorities like improving collections and financial analysis.
  • Limited scalability: With growing transactions and customers, the manual process became unsustainable. Consequently, this caused delays in issuing demand letters, processing receipts, and updating customer information, affecting timely AR management.

Al Hussaini's strategic shift to Xpedeon

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After a careful evaluation, Al Hussaini chose Xpedeon ERP as the best fit, due to its:

• Real-time cost tracking and accurate budget monitoring for complete project control
• Customisable reporting options for generating tailored insights
• User-friendly interface designed for construction industry professionals
• Robust collaboration tools to enhance communication across departments
• Scalable architecture to support diverse portfolios and future growth
• Reliable customer support and implementation help from the Xpedeon team

Expected outcomes of CRM software & Xpedeon integration

The integration of the CRM software with Xpedeon aimed to address the above challenges by focusing on the following key objectives:

  • Elimination of manual data entry: The goal was to eliminate manual re-creation of demand letters, receipts, and customer information in Xpedeon, enabling seamless data flow.

  • Reduction of data inconsistencies: The goal was to minimise discrepancies between customer data, demand letters, and receipts via automated data transfer. This ensured accuracy and reduced manual reconciliation.

  • Improved efficiency and productivity: Automating repetitive tasks, like re-entering demand letters and customer data, aimed to free up the AR team’s time. In turn, this would enable faster processing of demand letters and updates.

  • Process automation: A key objective was automating the creation, updating, and management of demand letters and receipts. This would reduce errors and accelerate invoicing, payments, and collections.

  • Digital audit trails: Introducing digital audit capabilities provided traceable records of transactions. Thus, simplifying audits, ensuring compliance, and enhancing accountability.

  • Achieve 'One Version of the Truth': The strategic goal was to unify all data in a single system. In doing so, consistent, up-to-date information could be ensured, eliminating silos and improving decision-making.

  • Scalability and futureproofing: The aim was to implement a scalable solution. Automation and data integration would manage higher transaction volumes and customer growth without manual effort, ensuring long-term effectiveness.

Modules implemented

The implementation was smooth and well-organised, with the Xpedeon team providing clear guidance and support throughout the process.

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Procurement
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Budgets &
CVR

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Accounts &
Finanace

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Subcontracting
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Inventory
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Fixed
Assets

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Contracting
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HR & Payroll
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Property &
Rental Management

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Document
Management

The Xpedeon impact

In the first quarter of using Xpedeon:
100+
person-days saved in booking demand letters
Over 10,000 demand letters were processed through the system, eliminating manual entry. 
1300+

customers created automatically

Xpedeon streamlined onboarding, saving over 10 person-days of manual input.
Improved efficiency
CRM-Xpedeon data flow eliminated duplicates, reduced errors, and streamlined processes.
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The results achieved

  • Integration of Xpedeon ERP with the existing CRM system 
  • Eliminated manual data entry 
  • Minimised human errors 
  • Freed up valuable time for strategic tasks 
  • Streamlined operations across the organisation 
  • Boosted efficiency in all processes 

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