OceanWise + Vtiger CRM

INDUSTRY

Information Technology

LOCATIONS

Hampshire, United Kingdom

TL;DR Summary

  • Company Overview: OceanWise is a British company that specializes in solutions for the safe and smart management of marine operations. They are experts in marine data management and are the leading provider of marine mapping data worldwide. 
  • Challenges: Company data was spread across multiple systems, unable to link contacts with opportunities and invoicing, and could not report on their business KPIs. 
  • Solution: After much research, Vtiger CRM was adopted as their solution and implemented across the organization. 
  • Modules Used: Essentials (Contacts, Organizations, Dashboard, etc), Marketing, Sales, and Projects. 
  • Key Benefits: Centralized platform for data management, automated data entry, system integration, improved customer management, better annual planning, and monthly reporting.

Company Overview

OceanWise is a company located in the United Kingdom, specializing in marine environmental monitoring. They provide services, tools, and applications that support safe and smart management of marine operations.

Their products and services include:

  • Environmental monitoring, which also involves sharing data related to weather, tidal, and so on, easily. 
  • Marine and Coastal Mapping and Web Map Services for planning, engineering, asset management, regulations, operations, etc. 
  • Compliance refers to all the tools that enable efficient management of data and assets, provide spatial awareness, and streamline processes.

Now, let’s talk about the challenges faced by OceanWise and how they overcame it with Vtiger CRM.

The Challenge

The company relied on systems that resulted in data scattered across numerous locations. These systems were disorganized and failed to link contacts with opportunities and invoicing. This caused challenges in generating reports on their business KPIs.

To resolve these issues, OceanWise kept researching for a comprehensive CRM solution and came across Vtiger CRM.

The Solution: Vtiger CRM Implementation

OceanWise implemented Vtiger CRM throughout the organization and adopted these modules - Essentials, Marketing, Sales, and Projects. 

Thus, the company was able to:

  • Unify data: Vtiger centralizes the company data in one place, making it easier to access and manage. 
  • Integrate systems: Vtiger CRM seamlessly integrated the company's existing systems, including contacts, opportunities, and invoicing, ensuring that all information was connected and up-to-date. 
  • Reduce time on processing and data entry: Automation capabilities significantly reduced the time and effort required in processing and entering data into the system.    
  • Enhance customer management: The company was able to better manage its customer relationships by having a 360-degree view of all customer interactions. This helped provide more personalized and effective customer service, resulting in higher customer satisfaction and loyalty.
  • Improve annual planning and monthly reporting: The Reports and Analytics feature of Vtiger CRM provides a range of customizable and pre-built reports that enable users to track and measure their performance against their business KPIs. As these reports can be easily accessed and generated in real-time, employees were able to make data-driven decisions and adjust their strategies accordingly. Additionally, the analytics capabilities of Vtiger CRM allowed users to visualize their data in the form of charts and graphs, making it easier to identify trends and patterns and gain insights into their business performance.

Conclusion

Overall, OceanWise reports a positive experience with Vtiger CRM and refers to the tool as the ‘backbone system’ to their business. According to them, Vtiger serves as the ideal system that helps them capture and manage data, as well as communicate with their customers, efficiently and effectively. Vtiger successfully helps them track and manage support tickets, run marketing campaigns, and generate reports on their monthly KPIs.

The feature that stood out the most to OceanWise was Reports and the ease with which it can be adapted to their needs.

TL;DR Summary

  • Company Overview: OceanWise is a British company that specializes in solutions for the safe and smart management of marine operations. They are experts in marine data management and are the leading provider of marine mapping data worldwide. 
  • Challenges: Company data was spread across multiple systems, unable to link contacts with opportunities and invoicing, and could not report on their business KPIs. 
  • Solution: After much research, Vtiger CRM was adopted as their solution and implemented across the organization. 
  • Modules Used: Essentials (Contacts, Organizations, Dashboard, etc), Marketing, Sales, and Projects. 
  • Key Benefits: Centralized platform for data management, automated data entry, system integration, improved customer management, better annual planning, and monthly reporting.

Company Overview

OceanWise is a company located in the United Kingdom, specializing in marine environmental monitoring. They provide services, tools, and applications that support safe and smart management of marine operations.

Their products and services include:

  • Environmental monitoring, which also involves sharing data related to weather, tidal, and so on, easily. 
  • Marine and Coastal Mapping and Web Map Services for planning, engineering, asset management, regulations, operations, etc. 
  • Compliance refers to all the tools that enable efficient management of data and assets, provide spatial awareness, and streamline processes.

Now, let’s talk about the challenges faced by OceanWise and how they overcame it with Vtiger CRM.

The Challenge

The company relied on systems that resulted in data scattered across numerous locations. These systems were disorganized and failed to link contacts with opportunities and invoicing. This caused challenges in generating reports on their business KPIs.

To resolve these issues, OceanWise kept researching for a comprehensive CRM solution and came across Vtiger CRM.

The Solution: Vtiger CRM Implementation

OceanWise implemented Vtiger CRM throughout the organization and adopted these modules - Essentials, Marketing, Sales, and Projects. 

Thus, the company was able to:

  • Unify data: Vtiger centralizes the company data in one place, making it easier to access and manage. 
  • Integrate systems: Vtiger CRM seamlessly integrated the company's existing systems, including contacts, opportunities, and invoicing, ensuring that all information was connected and up-to-date. 
  • Reduce time on processing and data entry: Automation capabilities significantly reduced the time and effort required in processing and entering data into the system.    
  • Enhance customer management: The company was able to better manage its customer relationships by having a 360-degree view of all customer interactions. This helped provide more personalized and effective customer service, resulting in higher customer satisfaction and loyalty.
  • Improve annual planning and monthly reporting: The Reports and Analytics feature of Vtiger CRM provides a range of customizable and pre-built reports that enable users to track and measure their performance against their business KPIs. As these reports can be easily accessed and generated in real-time, employees were able to make data-driven decisions and adjust their strategies accordingly. Additionally, the analytics capabilities of Vtiger CRM allowed users to visualize their data in the form of charts and graphs, making it easier to identify trends and patterns and gain insights into their business performance.

Conclusion

Overall, OceanWise reports a positive experience with Vtiger CRM and refers to the tool as the ‘backbone system’ to their business. According to them, Vtiger serves as the ideal system that helps them capture and manage data, as well as communicate with their customers, efficiently and effectively. Vtiger successfully helps them track and manage support tickets, run marketing campaigns, and generate reports on their monthly KPIs.

The feature that stood out the most to OceanWise was Reports and the ease with which it can be adapted to their needs.

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