Case Study

How Vettrix Helped Cyber Assure Cut "Lost in Funnel" Opportunities by 42% Through Centralized Data

42%
Reduction in "Lost in Funnel" Opportunities
100%
Lead Capture & Logging Rate
27%
Faster Sales Cycle Time
34%
Less Time on Low-Value Leads

About Cyber Assure

Cyber Assure is a leading cybersecurity solutions provider, delivering risk management, compliance, and data protection services for a broad range of enterprise clients. With a rapidly expanding sales pipeline and a growing diversity of engagements, Cyber Assure required a standardized, efficient sales process to support its ambitious growth targets and deliver best-in-class client experiences.

Pain Points Before Vettrix CRM

No Standardized Lead Generation Process

Inbound leads from multiple channels (website, referrals, industry events) were scattered and often missed, with no central repository to ensure every prospect was engaged.

Lack of Lead Qualification Framework

Sales teams lacked structured tools to evaluate and score leads, resulting in wasted time chasing low-potential inquiries and inconsistent approaches to qualification.

Manual & Disjointed Opportunity Management

Without a dedicated system, tracking opportunities across stages was cumbersome. Important information often lived in spreadsheets or emails, leading to lost context and missed follow-ups.

Cumbersome Quote Generation

Preparing and sending tailored quotes was largely manual—pulling together pricing, services scope, and terms for each prospect. This slowed response times, created errors, and sometimes resulted in outdated or inconsistent proposals presented to clients.

Solution: Vettrix CRM Implementation

Centralized Lead Capture & Assignment

All leads now flow into a single CRM dashboard from email, website, referrals, and events, with automatic assignment to the right sales representative or specialist.

Automated Lead Qualification

Built-in scoring and qualification rules help prioritize high-potential leads. Sales teams follow consistent qualification criteria, focusing their effort on the best-fit opportunities.

Opportunity Management Pipeline

  • Defined sales stages (Lead → Qualified → Opportunity → Proposal → Negotiation → Won/Lost) for every deal.
  • Automated reminders and task assignments ensure timely follow-up and prevent handoff breakdowns between pre-sales and delivery teams.
  • Entire communication history, notes, and documentation attached to each opportunity, preventing information loss.

Quick, Professional Quote Generation

  • CRM-integrated quoting tool enables sales teams to generate, customize, and send professional quotes with accurate pricing, solution scope, and legal terms.
  • Automated tracking lets the team see when a client views a quote, send reminders, and record acceptance digitally.

Results & Outcomes

Lead Capture Rate

Achieved a 100% capture and logging rate for all inbound sales leads.

Qualification Efficiency

Sales reps spend 34% less time on low-value leads, focusing effort where win probability is highest.

Opportunity Pipeline Visibility

Stage-based tracking ensures every deal is actively managed, reducing "lost in funnel" situations by 42%.

Quote Turnaround Time

Quote preparation and delivery now takes hours (not days), with error rates reduced to near zero.

Sales Cycle Acceleration

Standardized tracking and automation helped cut average deal cycle time by 27%.

Professionalism & Consistency

All client-facing proposals are now on-brand, consistent, and tracked for compliance and learning.

Conclusion

With Vettrix CRM, Cyber Assure transformed its sales process—achieving consistency and visibility from lead generation through opportunity management to quote generation. This modernization increased conversion rates, shortened the sales cycle, and ensured clients always received prompt, accurate proposals. The result: a responsive, scalable, and sharply competitive sales operation ready for cyber sector growth.