Case Study: GB Advisors achieves scalable customer growth and improved sales processes with Vtiger CRM

GB Advisors automates and scales marketing, sales, and support with Vtiger CRM

GB Advisors is a fast‑growing B2B IT services and software reseller serving customers in more than 30 countries across Latin America, the USA and Canada. Rapid growth in 2011 outpaced the company’s Excel‑based lead tracking: an expanding sales team and more complex processes required a scalable, cost‑effective CRM after an on‑premise SugarCRM proved too expensive.

GB Advisors selected Vtiger CRM Ultimate and heavily customized it—using about 60% of Vtiger’s features, 30+ custom fields, 50+ automated workflows, and nearly 100 reports, plus email campaigns and autoresponders—to streamline marketing, sales and support. The result was an improved, scalable sales process and better reporting; the company also planned to migrate quoting and price book systems into Vtiger.

GB Advisors