All Case Studies Small & Medium Business (Sales, Operations & Admin Teams)

Centralizing Sales, Operations, HR, and Finance for Multi-Department SMBs

PrimeCore Business Solutions
Centralizing Sales, Operations, HR, and Finance for Multi-Department SMBs

The Challenge

PrimeCore Business Solutions operated as a growing SMB with separate teams for sales, operations, and administration. While each department was working actively, there was no unified system to manage day-to-day operations across teams.

Key operational challenges included:
โ€ข Sales leads, customer follow-ups, and conversions tracked independently by each salesperson
โ€ข Operations tasks and internal work assigned verbally or through chat tools
โ€ข Attendance and leave records maintained manually by admin staff
โ€ข Payroll, reimbursements, and approvals handled using spreadsheets
โ€ข Management struggling to get a consolidated view of sales performance, team productivity, and operational status

As the business expanded, this lack of coordination resulted in inefficiencies, delays, and heavy dependency on manual supervision.

The Solution

Karyalay was implemented as a single, unified ERP platform to bring all departments onto one system. Sales enquiries, customers, and follow-ups were centralized within the CRM, creating clear ownership and visibility across the sales team.

Operations activities were structured into tasks and work items with defined responsibilities and timelines. GPS-based attendance standardized attendance tracking for both office and field staff, eliminating manual registers.

Employee management, payroll, and reimbursement workflows were integrated with verified attendance data, reducing errors and disputes. Documents, internal approvals, and records were centralized, while management dashboards provided real-time visibility into sales, operations, HR, and financeโ€”all from one screen.

Modules Used

CRM Lead & Customer Management Task & Work Management Employee Management GPS Attendance Payroll & Salary Reimbursements Documents & Approvals Management Reports & Dashboards

The Results

๐Ÿงฉ Unified operations across sales, ops, and admin teams
๐Ÿ“Œ Clear accountability for leads, tasks, and internal work
๐Ÿ“ Accurate attendance tracking for office and field staff
๐Ÿ’ฐ Error-free payroll and reimbursement processing
๐Ÿ“Š Single dashboard visibility for management decision-making
โฑ๏ธ Reduced manual coordination and operational delays
๐Ÿš€ Scalable business processes without increasing admin overhead

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