Case Study

How Vettrix Helped Revantha Eliminate Missed Follow-ups and Boost Lead Conversions by 34% in 6 Months

40%
fewer stuck deals in pipeline
100%
Region-wise dashboards improved underperforming areas
100%
Standardized process for consistent reporting
100%
Enhanced data security with regional access controls

About Revantha Services

Revantha Services Pvt Ltd, an associate of Lakshmi Machine Works (LMW), offers construction, facility management, and corporate services throughout Tamil Nadu and neighboring regions. With diverse clients and fast-growing operations, Revantha needed to modernize its sales and service management processes for greater efficiency and strategic oversight.

Challenges Before Vettrix CRM Implementation

Follow-Up Failures

Sales teams struggled to keep track of lead follow-ups, leading to cold leads and missed business opportunities. The absence of reminders meant high dependency on manual monitoring.

Opportunity Stages Co-ordination Issues

Deals frequently stalled, as there was no clear visibility or accountability across opportunity stages. Managers found it tough to push deals forward or identify bottlenecks.

Lack of Funnel Analytics

Sales management lacked a transparent view of the sales funnel. There was no reliable way to monitor conversion rates, lost opportunities, or pipeline strength, especially broken down by region or team.

Cumbersome Approval-based Business Process Conversion

Key business processes, such as proposals and contract approvals, were manual and slow. The absence of workflow automation resulted in delays and errors, as approvals moved through emails and informal channels.

No Data Sharing or Security by Region

Employees from different regions needed localized data but struggled with either excessive access or not enough—resulting in both compliance risks and operational inefficiency.

No Region-wise Analytics

Leadership could not view performance breakdowns by region, making it painful to forecast, allocate resources, or benchmark success.

Undefined Stage Conversion Layout Rules

The lack of process enforcement meant deals could jump, skip, or repeat opportunity stages, causing reporting inaccuracies and policy violations.

Why Vettrix CRM?

Revantha selected Vettrix CRM for its robust workflow automation, granular data security, and advanced analytics—all tailored to a growing services business with multi-regional teams.

Implementation Highlights

Automated Lead Follow-Up

CRM auto-generates follow-up tasks, email reminders, and escalations to ensure no lead is forgotten. Customizable timelines and notifications let managers spot neglected leads early.

Opportunity Stage Management & Coordination

Each deal is routed through a clearly defined pipeline with automated stage transitions, task assignments, and "ownership" delegation. Managers can instantly view and intervene in stuck opportunities.

Actionable Funnel Analytics

Dashboards provide real-time data on every deal—incoming leads, win/loss ratios, average conversion times, and region-wise funnel comparisons. These insights inform monthly targets and coach sales behavior.

Workflow Automation for Approval Processes

Proposal, contract, and other business flows are digitized and approval requests are routed inside the CRM. Teams track status, get notifications at each step, and record time-to-approval, eliminating long email threads.

Region-based Data Sharing & Security

Using Vettrix's granular access controls, data is shared only with authorized users per region or role. Each team sees only relevant opportunities, files, and analytics—improving compliance and reducing operational friction.

Region-wise & Cross-region Analytics

Management can slice data by region for deep performance analysis, or roll up to a company-wide view. This enables better resource planning, incentive design, and benchmarking.

Enforced Stage Conversion Layout Rules

The CRM enforces a strict flow. Deals must follow the prescribed path—from lead to closure—with validation checks, mandatory fields, and blockages for skipped or repeated stages. This ensures reporting accuracy and adherence to company policy.

Business Impact - The Results

Lead Conversion Up

Follow-up rigor increased lead conversion by 34% in the first 6 months.

Reduced Approval Time

Automated approval workflows shortened average approval cycles by 52%.

Improved Regional Sales

Region-wise dashboards revealed strong performers and underperforming areas; targeted interventions boosted sales in lagging regions.

Data Security Upgraded

Region-specific access avoided cross-team data leaks and ensured compliance with internal policies.

Faster Pipeline Movement

Stage automation reduced "stuck" deals by 40%, decreasing overall sales cycle times.

Consistent Process Compliance

Opportunities now follow a standardized progression, improving audit readiness and reporting quality.

Conclusion

Vettrix CRM enabled Revantha to move from manual, inconsistent, and opaque sales processes to an automated, data-driven, and compliant operation. The transformation delivered sharper insights, tighter control, and scalable systems for Revantha—giving them a strategic advantage in their sector and supporting business growth in multiple regions.