CentoCinquanta + Vtiger CRM

TL;DR Summary

• Company Overview: CentoCinquanta srl is a strategic consulting firm that partners with businesses to solve challenges and enhance organizational performance.
• Challenge: The company struggled with fragmented contact and contract management spread over multiple files, causing inefficiencies and poor data sharing between teams.
• All-in-one Solutions: Vtiger CRM provided a cloud-based platform with modules like Cases, Sales, Quotes, and Inventory, enabling centralized data management and streamlined workflows.
• User Satisfaction: Post-implementation, CentoCinquanta saw great improvement in inter-departmental process flow, reduced redundant tasks, and received exceptional support despite time zone differences.
• Continued Learning and Optimization: CentoCinquanta continues to explore Vtiger’s rich features to further enhance and automate its business processes for sustained growth.

About the company

CentoCinquanta srl is a strategic consulting firm based in Catania, Italy. The company focuses on delivering value by partnering with entrepreneurs and managers to tackle challenges and build long-term business relationships. Operating in the business consulting and services sector, CentoCinquanta offers a range of solutions to improve organizational performance.

The Challenge

Prior to adopting Vtiger CRM, CentoCinquanta faced significant difficulties in managing contacts, contracts, and sales opportunities, which were scattered across multiple files. This fragmentation led to inefficiencies and challenges in data sharing between departments, impeding communication and workflow.

The Solution

CentoCinquanta sought a cloud-based CRM solution to centralize their database for contacts and contracts while simplifying the management of print templates. Vtiger CRM was chosen through online research as it provided the required modules and functionalities to address these specific needs.

Implementation

The implementation of Vtiger was primarily focused on the Sales and Technical Support departments, which are the main users of the system. Other departments were given limited access to view certain records and manage product information. The company leveraged multiple Vtiger modules tailored to departmental needs:

• Sales Team: Contact, Organization, Quote, Invoice, Deals, Inventory
• Technical Support and other teams: Cases, Requirements, Reports, Site Survey.

This phased, role-based access allowed a gradual yet comprehensive roll-out, integrating Vtiger into key workflows effectively.

Outcomes and Benefits

• Improved Data Sharing: Workflow between departments became significantly smoother, with a 60%-70% improvement in process flow compared to their previous system.
• Reduced Redundancy: Automation and centralized, web-accessible data eased redundant data confirmation tasks, saving considerable time.
• Cost Efficiency: The annual cost of Vtiger aligned well with the company’s budget, providing considerable value.
• Enhanced Support Experience: Despite the geographical distance between Malaysia and Vtiger support teams, CentoCinquanta experienced response times that exceeded expectations, increasing confidence in the vendor relationship.
• Ongoing Exploration: CentoCinquanta continues to explore Vtiger’s features to optimize and further streamline their data management processes.

Conclusion

CentoCinquanta’s adoption of Vtiger CRM has significantly enhanced their data management and inter-departmental collaboration. The cloud-based solution streamlined processes, reduced redundant tasks, and aligned perfectly with their budget. Continued exploration of Vtiger’s features promises even greater efficiency and business growth ahead.