Synergy Alliance + Vtiger CRM

TL;DR Summary

• Company Overview: Synergy Alliance is a team of IT solution providers focused on helping non-technical startup founders and corporate project managers streamline development agency collaborations with quality, timely delivery, and seamless communication.
• Challenge: The company struggled with inefficient data sharing and updates between the Sales and Technical Support teams.
• All-in-one Solutions: Switching from Vtiger Open Source to Vtiger Cloud enabled centralized data management and improved cross-department collaboration.
• User Satisfaction: Users adopted the CRM gradually across departments, leading to a 60-70% smoother workflow and significantly reduced manual data work.
• Continued Learning and Optimization: Synergy Alliance continues to explore Vtiger’s features to further optimize data management and automation, aiming for ongoing process improvements and scalable growth.

About the company

Synergy Alliance is a dedicated team of solution providers committed to solving the challenges faced by non-technical startup founders and corporate project managers when collaborating with development agencies. They ensure impeccable quality, timely delivery, and seamless communication in their IT development services. As a trusted digital specialist partner, Synergy Alliance leverages expertise across leading technology platforms to offer a wide range of innovative solutions tailored to client needs.

The Challenge

Before implementing Vtiger CRM, Synergy Alliance faced significant challenges with data sharing and updates among departments, especially between the Sales and Technical support teams. Their existing system prevented seamless access to update information, requiring manual data retrieval that slowed down processes and increased the risk of errors and duplication.

The Solution

Synergy Alliance transitioned from Vtiger Open Source to Vtiger Cloud. This switch allowed centralized data management accessible to all departments, fostering collaboration and reducing manual interventions. Core modules extensively used by technical teams include Cases, Reports, and Site Survey. For the Sales Department they also use Contacts, Quotes, Invoices, Deals, and Inventory.

Implementation

The solution was implemented primarily for the Sales and Technical Support departments, with access also granted to other departments that need to view and manage records and products. This style of adoption allowed users to gradually integrate CRM into their workflows and adapt to the Cloud environment, ensuring minimal disruption while maximizing early benefits.

Outcomes and Benefits

Data sharing processes between departments improved significantly, smoothing workflows by approximately 60% to 70% compared to the previous system.

Automation reduced the time spent on manual data confirmation.

Real-time updates are now available, providing visibility into all details and comments, which enhances communication and accuracy.

Conclusion

This partnership with Vtiger CRM enabled Synergy Alliance to achieve a more integrated, collaborative environment that boosted efficiency and positioned the company for scalable growth.