Customer Relationship Management for a ‘Financial Analysis SAS’ Startup.
A Startup in the Financial domain which was growing aggressively at 1200% per annum noticed a potential to take it to 2000% by improving client retention from 65% to 80%.
Gap in their internal Information Systems:
- A smart ‘Employee Management System’.
- Ability to track Client Usage.
- Ability to connect Consultants, Client & Product Usage Data.
- Advanced Communication channel for internal and external communication.
Vitana Private Limited helped the Startup not only to establish the required Information Systems but also enabled the organization to get actionable insights for decision making.
- Deployed ‘VORK’ for Human Resource Management .
- Implemented a ‘Next Generation CRM Tool’ called ‘VICE’ for Customer Management.
- Provided API s for smart Product Usage Logging.
- Established a Reporting System that publishes ‘Customer Usage Health Grade’ to all the relevant employees including CEO.
- Client Retention zoomed to 92% in one year.
- Mobile App Development
- Building Marketing Material
- Business Intelligence
- Software Development
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