# **How an E-Commerce & Fintech Company Automated Workflows and Enhanced Business Operations with Kylas**

## **Reduced Manual Efforts and Saved Time**

## **Streamlined Business Operations**

## **Better Conversion Rates**

- Industry: FINANCE  
- Location: Navi Mumbai  
- Previously used software: Excel  
- Sales team size: 80

### **Challenges**  
- Difficulty in managing a huge sales team  
- Complications in tracking the leads from different campaigns  
- Need for quality analysis of incoming leads from different sources for better optimization  
- Need for automation in the entire sales process  
- Difficulty in achieving sales targets while scaling business and team

### **How Kylas Helped**  
- Customized automation workflows simplified procedures and enhanced business operations  
- Customized dashboards helped to reduce manual efforts, thus saving time

## **About 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, and insurance. This portal enables the merchants to deliver efficient services to their customers and earn a commission on every transaction they carry out.

## **Challenges**  
VK Ventures operates in the e-commerce and fintech industries, focused on delivering excellent services to customers while keeping their requirements in perspective. It has a sales team of 80 members using a custom-developed CRM to facilitate several operations, which was outdated and lacked important features.

> _It was a challenge to analyze the quality of the lead coming from different sources and campaigns. This way, it was difficult to optimize those leads in an organized way._

The management realized that there was a lack of automation of basic operational works in the entire sales process. VK Ventures wanted to scale its business and team but faced huge challenges in achieving sales targets.

## **Why Kylas?**  
Vinay tried Kylas and was impressed by its entire flow, process, operations, and integration options. After using Kylas, he was able to fulfill most of his requirements. He liked the customized automation of workflows.

> _I can play around and customize everything according to my process, so even in the future if I make any changes in my operational flow, I can incorporate that change into CRM in minutes without any additional development._

Furthermore, he enjoyed the feature of a customizable dashboard.

> _It is a unique feature which provides a real-time picture of your business’ productivity and sales progression. I was able to customize the dashboard with important metrics and reports as per my business’s requirement._

## **How Kylas Helped?**  
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 enhanced the agility of its operations and Kylas helped VK Ventures to integrate with various external applications, ensuring that every process was properly recorded in the CRM, thus increasing transparency.

> _With Kylas, we have been able to track a plethora of fintech-related customer data with ease. Our sales reps can now instantly respond to customer inquiries, which has led to better conversion rates._

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.

## **Road Ahead**  
With his eyes set firmly on the future, Vinay believes that there will be a positive trend in the e-commerce and fintech arena.

> _The industry will witness growth in the times to come, and we are sure that with Kylas by our side, we will meet customer expectations and scale our business positively._