Information Systems

Customer Relationship Management for a ‘Financial Analysis SAS’ Startup.

Problem:

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.

Solution:

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.

Evolution Phases:

• 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.

Result Metrics:

• Client Retention zoomed to 92% in one year.

Strengths Demonstrated:

• Innovation
• Mobile App Development
• Building Marketing Material
• Business Intelligence
• Software Development