All Case Studies
Small & Medium Business (Sales, Operations & Admin Teams)
Centralizing Sales, Operations, HR, and Finance for Multi-Department SMBs
PrimeCore Business Solutions
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:
โข Sales leads, customer follow-ups, and conversions tracked independently by each salesperson
โข Operations tasks and internal work assigned verbally or through chat tools
โข Attendance and leave records maintained manually by admin staff
โข Payroll, reimbursements, and approvals handled using spreadsheets
โข 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.
Key operational challenges included:
โข Sales leads, customer follow-ups, and conversions tracked independently by each salesperson
โข Operations tasks and internal work assigned verbally or through chat tools
โข Attendance and leave records maintained manually by admin staff
โข Payroll, reimbursements, and approvals handled using spreadsheets
โข 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 financeโall from one screen.
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 financeโall 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
๐งฉ Unified operations across sales, ops, and admin teams
๐ Clear accountability for leads, tasks, and internal work
๐ Accurate attendance tracking for office and field staff
๐ฐ Error-free payroll and reimbursement processing
๐ Single dashboard visibility for management decision-making
โฑ๏ธ Reduced manual coordination and operational delays
๐ Scalable business processes without increasing admin overhead
๐ Clear accountability for leads, tasks, and internal work
๐ Accurate attendance tracking for office and field staff
๐ฐ Error-free payroll and reimbursement processing
๐ Single dashboard visibility for management decision-making
โฑ๏ธ Reduced manual coordination and operational delays
๐ Scalable business processes without increasing admin overhead
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