Using technologies to
just bring in Speed and
efficiency

• Disconnected legacy systems (RT3 and RT4) caused inefficiencies in data migration and service continuity
• Technician dispatches were often delayed due to poor zone mapping and lack of centralized scheduling
• Manual revenue tracking and partner payouts led to inaccuracies and delayed decisions
• Fragmented tools and inconsistent workflows made scaling operations and ensuring customer satisfaction increasingly difficult

The transformation initiative centered around a unified digital operations ecosystem powered by Zoho CRM, RT4, Azure, PowerApps, and custom tools like Zmap

• This integrated system brought automation, real-time visibility, and seamless data synchronization across service, sales, and finance

ZoftSolutions overhauled the outdated, siloed workflows into a connected network of intelligent operations. Leveraging Microsoft Azure, custom PowerApps, and Zoho CRM, field data is now captured in real-time, enabling fast and accurate service, efficient partner payout models, and transparent machine sales processes

• Smarter Service Delivery with Real-Time Data: Field technicians capture machine data on the go using PowerApps, feeding location-specific information directly into sales estimations and forecasting engines
• Automated Revenue & Payout Management: Azure-powered commission engine enables real-time calculation of partner payouts across revenue models, eliminating delays and improving trust
• Improved Technician Efficiency through Geo-Zone Mapping: Technician dispatch is now optimized via Zmap, assigning jobs based on proximity and reducing response time significantly
• Centralized Oversight and Scalable Operations: Zoho CRM and RT4 integration brings all sales, service, and financial workflows into one centralized platform, with reduced manual intervention and streamlined reporting
• Seamless Data Migration and Reporting Accuracy: Stabilized data sync between RT3 and RT4 ensures clean reporting pipelines, eliminating data loss and enhancing decision-making confidence
• Future-Ready Utility Management: Whether it’s 50/50 revenue sharing, fixed rental models, or maintenance-inclusive machine sales, the new platform adapts to various business needs with minimal development overhead