Case Study

How Vettrix Helped Excellent Engineers Reduce Sales Cycle Time by 28% in 3 Months

100%
capture of industrial inquiries
97%
deals follow compliance stages
38%
Higher Lead Conversion Rate
28%
Shorter Deal Cycles

About Excellent Engineers

Excellent Engineers, established in 1989 and based in India, is a leading manufacturer of forging and machined components for process and heavy industrial applications. The company is recognized for quality products supplied to core sectors in multiple steel grades, serving demanding industrial clients and inspection agencies. Superior industry experience, an emphasis on quality, and a forward-thinking management vision have positioned Excellent Engineers at the forefront of their industry.

Pain Points Before Vettrix CRM

Decentralized Lead Management

Inquiries from large-scale industrial clients were managed across spreadsheets, emails, and offline records, resulting in lost leads and missed opportunities.

Lack of Sales Pipeline Visibility

The team failed to monitor opportunities across the various stages of complex B2B deals, hampering strategic allocation and forecasting.

Manual Quoting and Proposal Process

Custom project quotations for forging and machining components were generated manually, often causing delays and inconsistencies.

Complex Approval Workflows

Technical specifications and pricing approvals moved slowly due to dependence on email communication and the absence of automated workflows.

Inefficient Client Communications

Progress updates and technical clarifications with clients were scattered, making follow-up and document tracking cumbersome.

Data Security Concerns

Sensitive client and project records lacked proper role-based access, increasing risks for a business handling critical industrial contracts.

Solution: Vettrix CRM Deployment

Centralized Lead & Opportunity Management

  • All incoming leads from web, trade shows, and client referrals are auto-captured and consolidated within a unified CRM dashboard.
  • Opportunities are tracked systematically through defined sales stages, with reminders for timely follow-ups and stage progression.

Automated Quoting & Approval Workflows

  • Customizable templates enable rapid, accurate quote creation for forging/machined components.
  • Automated approval workflows streamline internal reviews for pricing, specifications, and contract terms, with electronic sign-off capability.

Sales Pipeline Visualization

  • Dashboards provide real-time status of all deals by stage, potential value, sector, and expected close date.
  • Managers can easily assess bottlenecks, forecast revenue, and reallocate resources.

Client Communication Integration

  • All client correspondence, documents, and engineering drawings are attached to opportunity records, ensuring every stakeholder has context and access.
  • Automated email updates and reminders keep clients informed and engaged at every stage.

Role-Based Data Security

Access controls allow only authorized team members to view or edit sensitive data, ensuring confidentiality in line with industry standards.

Results & Outcomes

Lead Capture & Conversion

Achieved 100% capture of all industrial inquiries; lead conversion rate improved by 38%.

Quote Turnaround

Reduced time to generate and approve custom quotations from days to a few hours, improving win rates and client satisfaction.

Sales Cycle Shortening

Average deal cycle time reduced by 28% due to better coordination and workflow automation.

Pipeline Transparency

Managers now see detailed status and metrics for all open opportunities, enabling data-driven sales strategies.

Process Compliance

97% of deals now follow the prescribed process stages, supporting audits and quality certification.

Client Satisfaction

Timely communications and fast quoting led to a 1.5-point improvement in customer satisfaction surveys.

Conclusion

Vettrix CRM transformed Excellent Engineers' sales and operations workflow, centralizing lead management, automating quoting and approval processes, and strengthening client relationships. The implementation resulted in faster deal closure, improved pipeline visibility, higher win rates, and complete control over business-critical data. This elevated the company's reputation and operational agility—making Excellent Engineers a reliable partner for India's leading industries.