Varisource + Vtiger CRM

TL;DR Summary

• Company Overview: Varisource is a Savings Automation Platform that ensures every business earns maximum savings on their vendor spending. With over 25k access to vendors and 100+ categories, it gives organizations better visibility and control over their vendor investments. 
• The Challenge: The organization faced challenges due to scattered data and manual tracking processes. 
• All-in-one solution: By switching to Vtiger CRM, they were able to centralize important data in a unified location and manage leads and track customer cases efficiently.
• User Satisfaction: Mainly, the sales, support, and project management teams adopted and benefited from Vtiger CRM.
• Modules Used: Projects, Contacts, Organizations

About the company

Varisource is a Savings Automation Platform that helps businesses control and optimize vendor spending. Founded by executives with over a hundred years of combined experience in software, cloud, telecom, and consulting, it enables organizations to gain visibility into their vendor investments. 

Varisource has access to over 25k vendors across 100+ categories, including software, hardware, cloud, telecom, and more. Businesses can have access to millions of internal and external data to save more and shop smarter.

The Challenge

Before partnering with Vtiger CRM, Varisource faced a lot of challenges, such as 

• Scattered Data: Business information was scattered across multiple systems, making it difficult for the team to access and analyze data.
• Manual Tracking: Reliance on Excel Sheets for tracking leads and customer interactions led to errors and inefficiencies.

The Solution

With Vtiger CRM coming into place, all these issues got resolved:

• Centralized Data: They could store data in a unified location, enabling them to track important conversations and make informed decisions. 
• Lead and Ticketing System: The modules in Vtiger enabled them to organize and manage their leads, track support tickets, and ensure timely follow-ups for quick resolution of queries.

Implementation

Vtiger CRM was rolled out across sales, customer service, and project management teams to unify operations: 

• Sales Team used Vtiger CRM for lead management
• Customer support team to manage user queries efficiently
• Project management team to manage project timelines, track project delivery, etc.

Outcomes and Benefits

The adoption of Vtiger CRM delivered great results and improvements, such as:

• Increased Efficiency: With a unified system, the teams could quickly access information and complete important activities on time. 
• Streamlined Key Processes: With real-time updates, the team collaborated efficiently across departments.
• Enhanced Visibility: With robust analytics, management was able to review team performance and project progress.

Conclusion

Varisource’s partnership with Vtiger CRM offered immense benefits by optimizing vendor spending and improving operational efficiency. With increased team efficiency and less time on key processes, Varisource has achieved significant growth in a shorter period.