Mega – A VTiger CRM to drive B2B energy sales

Mega’s sales teams received their requests through many channels, with no overall view. Yelido set up a VTiger CRM that becomes the single point of entry for all commercial activity.

Whether a prospect comes in through the website, by email, via a partner or through file imports, it is now captured, qualified and then converted into a customer and opportunities in one place. Every company and every contact is made reliable through automatic deduplication, for a clean commercial database shared by the whole team.

Mega’s website form is directly connected to the CRM: an online request automatically creates the corresponding opportunity, with no manual entry. When a prospect is interested in several types of energy (electricity, gas, injection), the CRM automatically creates one opportunity per energy type, while grouping the company and the contact on a single record.

The sales pipeline, structured into clear stages, guides the sales teams through to signature, with probabilities and indicators calculated automatically. Dashboards finally provide a real-time view of the sales funnel and upcoming deadlines.

The CRM does not work in isolation: it connects to the tools Mega already uses. The connection with the corporate messaging system  simplifies team access, customer support (ticketing tool) stays linked to each opportunity, and requests received by email automatically feed the CRM. Data enrichment, such as company solvency analysis, gradually rounds out the solution.

Beyond the tool itself, Yelido supported Mega in getting started, with guides and team training, to ensure successful adoption.