SaaS Firm Automates Lead-to-Cash Cycle with a Fully Integrated Vtiger CRM
Industry Technology / Software-as-a-Service (SaaS)
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$10B+ Client Revenues
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12+ Successful Years
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1000+ IT Ninjas
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5000+ Projects
Client's Testimonial
The solution from Developers.dev transformed our operations. We've cut our quote-to-cash cycle time by 40% and eliminated countless hours of manual work. Our Vtiger CRM is now the central nervous system of our business, not just a glorified address book. The expertise and professionalism of their team were exceptional.
CTO, ProjectFlow SaaS
Client Introduction
A mid-sized B2B SaaS company in the USA with a $12M ARR, providing project management software. They were struggling with a disconnected workflow between their sales, marketing, and finance teams. Their existing Vtiger setup was basic, leading to significant manual data entry, slow quote approvals, and inaccurate revenue reporting.
Problem
The client's growth was being throttled by operational friction. Lead data from HubSpot wasn't syncing properly, sales reps were creating quotes in spreadsheets, and finance had to manually reconcile contracts in QuickBooks. This created a 360-degree blind spot around their customer lifecycle.
Key Challenges
Lack of Real-time Data Sync
Needed real-time data synchronization between HubSpot, Vtiger, and QuickBooks.
No Standardized Quoting
Required a standardized, automated process for quotes and approvals.
Inaccurate SaaS Metrics
Inability to accurately track key SaaS metrics within the CRM.
Low Sales Productivity
Sales team spending 25% of time on admin tasks instead of selling.
Our Solution
Developers.dev assembled a dedicated POD consisting of a Vtiger expert, an integration specialist, and a part-time business analyst to re-architect the client's entire CRM workflow.
🔄 Bi-directional Integration
We built a robust, custom API integration between HubSpot, Vtiger, and QuickBooks for seamless, real-time data flow.
✍️ Custom Quoting Module
Developed a custom Vtiger module that allowed reps to build complex, multi-tiered subscription quotes, apply discounts, and submit them for multi-level approval directly within the CRM.
📊 SaaS Metrics Dashboard
Created a custom Vtiger dashboard for critical SaaS metrics, consolidating data from CRM and QuickBooks.
⚙️ Workflow Automation
Implemented over 20 new workflow rules to automate tasks such as lead assignment, follow-up reminders, and notifications to the finance team when a deal was closed-won.
Implementation and Execution
Discovery Phase
A 2-week discovery phase mapped out every step of the client's lead-to-cash process.
API Integration Development
Integration solution developed using Vtiger's REST API and HubSpot's API.
Custom Module Build
The custom quoting module was built using PHP and JavaScript.
Clean Data Migration
Performed a clean data migration of historical quoting data from spreadsheets into the new module.
Rigorous UAT
Conducted rigorous UAT (User Acceptance Testing) with the sales and finance teams.
Training & Documentation
Provided comprehensive training sessions and documentation to ensure smooth user adoption.
Positive Outcome
⏱️ 40% Reduction in Quote-to-Cash Cycle
Automation significantly sped up the process from initial quote to final payment.
🚫 90% Decrease in Manual Data Entry
Seamless integration eliminated the need for manual data reconciliation between systems.
✅ 100% Accurate Revenue Reporting
The finance team now has real-time, trustworthy data for forecasting and analysis.
🚀 20% Increase in Sales Productivity
The sales team could focus more on selling and less on administrative tasks, leading to a direct uplift in performance.
Why Choose Us
🤝 Ecosystem of Experts
Combined Vtiger, API, and business analysis skills.
🌟 CMMI Level 5 Maturity
Ensured a predictable, high-quality project outcome.
🔒 Ironclad Security
Protected sensitive financial and customer data throughout the project.
❤️ 95% Client Retention
We build partnerships that deliver ongoing value.
👨💻 Vetted, In-House Talent
A dedicated team of full-time experts.
✨ Zero-Risk Trial
The client was confident before committing to the full project.
🔄 Free Replacement Guarantee
A safety net that provides ultimate peace of mind.
🧠 AI-Augmented Delivery
Our internal tools helped accelerate the development timeline.
©️ Full IP Ownership
The client owns 100% of the custom code and integrations.
Conclusion
By treating Vtiger as a platform for business transformation, not just a piece of software, Developers.dev enabled the client to build a scalable, efficient operational backbone that is now supporting their next phase of growth.