Case Study

Vettrix Drives Amvion Labs' Follow-up Compliance from 58% to 97%, Eliminating Lost Opportunities

28%
Lead conversion up
97%
Follow-up compliance (from 58%)
75%
Collaboration errors reduced
8.2
NPS increased (from 6.8)

About Amvion Labs

Amvion Labs is a growing technology solutions provider, specializing in IT consultancy, software development, and digital transformation for businesses across multiple industries. As their client base and operational complexity expanded, Amvion Labs recognized the need for a unified system to streamline sales, improve collaboration, and deliver a superior customer experience.

Challenges Before CRM Implementation

Amvion Labs faced several roadblocks common to fast-growing tech companies:

Limited Data Visibility

Customer and sales information was siloed in spreadsheets and emails, making it difficult for teams to access real-time insights or track client status holistically. This slowed down response times and hindered strategic decision-making.

Inefficient Sales Process

The general sales process was fragmented and manual, with no standardized pipeline or automation. This led to confusion over sales stages, delayed quoting and approvals, and an inconsistent experience for clients.

Missed Follow-ups

Without automated task reminders, sales representatives often missed critical follow-ups with leads and existing clients. As a result, opportunities were lost and client relationships suffered due to irregular communication.

Poor Group Coordination

Sales, support, and project teams worked independently with minimal coordination. Lack of shared visibility led to duplicated efforts, unclear handovers, and slower customer responses.

Why Vettrix CRM?

Amvion Labs chose Vettrix CRM for its ability to centralize all client, sales, and project information, automate follow-up tasks and notifications, and facilitate group collaboration through shared dashboards and integrated workflows.

Implementation Approach

1

Process Mapping

Vettrix consultants collaborated with Amvion's sales and delivery teams to document existing workflows and pain points.

2

Customization

The CRM was tailored with modules for sales pipeline management, follow-up scheduling, and group task assignments.

3

Data Migration

Historical customer data and ongoing opportunities were migrated into Vettrix CRM, ensuring a seamless transition.

4

Training

Interactive training sessions empowered Amvion staff to leverage the CRM's features from day one.

Key Features Delivered

Centralized Customer Database

All client and opportunity data in one accessible platform.

Standardized Sales Pipeline

Every opportunity tracked through clearly defined stages, with visual dashboards and real-time updates.

Automated Follow-ups

The CRM's automation engine scheduled reminders, follow-ups, and notifications so no deal or client was forgotten.

Group Coordination

Shared calendars, group tasks, and project notes enabled seamless collaboration across sales, project, and support teams.

Quantitative & Qualitative Results

Lead Conversion Rate

Increased by 28% (from 14% to 18%) within six months.

Sales Cycle Time

Reduced by 33% (from 36 days to 24 days) due to better handoffs and process clarity.

Follow-up Compliance

On-time follow-up actions improved dramatically from 58% to 97%.

Deal Tracking Accuracy

100% of open opportunities tracked by stage, with less than 2% "stuck" or unassigned.

Cross-team Collaboration

Group handoff errors dropped by 75%; inter-team queries resolved 2x faster.

Customer Satisfaction

Net Promoter Score (NPS) climbed from 6.8 to 8.2 after implementation.

Manual Error Reduction

Administrative errors and lost information dropped by 90%+.

Scalability

The CRM supported a 40% increase in deal volume without requiring new headcount.

Business Outcomes

  • Full Data Visibility: Real-time access to sales and client data empowered informed decision-making at every level.
  • Improved Sales Efficiency: Automated processes and standardized workflows reduced manual work and cycle times.
  • Higher Conversion and Retention: Timely follow-ups and consistent communication led to more closed deals and greater client satisfaction.
  • Enhanced Team Coordination: Breaking down silos improved project delivery, support responsiveness, and customer experience.
  • Scalable Growth: The CRM solution provided a robust foundation for handling more clients, projects, and business lines without sacrificing quality or efficiency.

Conclusion

The adoption of Vettrix CRM enabled Amvion Labs to overcome their challenges of data silos, inefficient sales processes, missed opportunities, and poor group coordination. Amvion Labs is now positioned for scalable growth, with centralized data, automated workflows, and empowered teams delivering value to every client interaction.