Network Steel – Zoho CRM & Books

Network Steel was running on disconnected systems, paper job sheets and slow financial reporting, with no visibility into sales activity. Relevate introduced a CRM, mobile sales tools, an RFI portal and automated credit checks, helping the business grow from 70 to 120 staff in six months.

THE CHALLENGE

Network Steel was dealing with a tangle of disparate systems that did not talk to each other. Paperwork piled up across the office, with invoices waiting to be entered and paper job sheets that were often water damaged or went missing altogether. Financial reporting was painfully slow, taking anywhere from days to weeks to complete. Meanwhile, management had no visibility into sales team activity and every staff member lost 10 minutes just logging into the onsite server to begin their work.

THE SOLUTION

As Network Steel continued to grow, their manual processes could not keep pace. Relevate worked closely with the team to explore digital transformation, helping them assess the cost to benefit ratio and identify high impact improvements. We introduced customer portals and a CRM to streamline workflows, equipped the sales team with a mobile accessible system to improve note taking and accelerate the sales cycle and built an RFI portal that sped up job proposals and cleared revenue bottlenecks. To support accounts, we implemented credit checks for leads, reducing client defaults and enabling the business to scale from 70 to 120 staff in just six months.

THE OUTCOME

The digital transformation empowered Network Steel to replace outdated, manual systems with streamlined automated workflows, dramatically improving speed, accuracy and visibility across every part of the business. Sales reps could now capture better data on the go, proposals were submitted faster through the new RFI portal and customer interactions became more consistent and trackable. The accounts team experienced major time savings with automated credit checks and structured follow up processes, reducing the risk of defaults and improving cash flow.

Managers finally had real time visibility into sales activity and operational performance, allowing for more confident, data driven decisions. Staff no longer wasted time battling slow server logins or missing paperwork, and overall productivity saw a significant lift. With scalable systems in place and friction removed from key processes, Network Steel was able to grow from 70 to 120 employees in just six months, laying a solid foundation for continued success.

If your organisation is facing similar challenges or is interested in exploring digital transformation, email us how we can help you achieve your goals.