Location Navi Mumbai
Previously used software Excel
Director, VK Ventures
VK Ventures is a prominent player in the e-commerce and fintech space. The company has developed a portal through which merchants across India can provide various financial and utility services such as account opening, cash deposits, withdrawals, recharge, bill payments, money transfer, micro-FDs, insurance etc. This portal enables the merchants to deliver efficient services to their customers and earn commission on every transaction they carry out.
VK Ventures operates in the e-commerce and fintech industries. It has always focused on delivering excellent services to the customers while keeping their requirements in perspective. It has a sales team of 80 members which was using a custom-developed CRM to facilitate several operations.
However, the custom-developed CRM, which was developed in Ahmedabad, was outdated and lacked important features.
Accordingly, the company had to face various challenges such as managing a big sales team and tracking the leads from different campaigns that it ran.
The management also realized that there was a lack of automation of some basic operational works in the entire sales process. VK Ventures wanted to scale its business and team but faced huge challenges in achieving the sales targets.
Vinay tried Kylas and was impressed by its entire flow, process, operations, and integration options. After using Kylas, he was able to fulfil most of his requirements. He liked the customized automation of workflows.
Furthermore, he enjoyed the feature of a customizable dashboard.
With the assistance of Kylas, VK Ventures was able to get a complete view of its customers in a single database. Right from a customer’s name, address, financial details, and so on, everything was at the management’s fingertips.
The company was able to enhance the agility of its operations. Kylas helped VK Ventures to integrate with various external applications. It was also able to ensure that every process was properly recorded in the CRM, therein increasing transparency.
This has resulted in an increase in the company’s sales and growth in business. The company is now in a better position to manage its clients and the ad campaigns, while making expenditures judiciously in different sources.
With his eyes set firmly on the future, Vinay believes that there will be a positive trend in the e-commerce and fintech arena.