Insightly makes it easier for Vitajoy to track customer information and interactions. Vitajoy was founded in 2005 and is a leading biotech company that specializes in the research, development, manufacturing, and sale of herbal extracts, amino acids, and nutritional supplements. The company maintains a global presence with offices and facilities in North America, Asia, and Europe. To support growing demand for the company’s products and services, Vitajoy needed a better way to track client engagement. “When I came on board, there wasn’t a formalized method for tracking customer information,” said Casey Crane, Vice President of Sales & Marketing at Vitajoy USA. “This slowed down the sales process and created issues when team members left the company.” challenge Vitajoy needed a company-wide CRM that simplified the sales management process and offered additional layers of transparency. solution Insightly is a convenient, intuitive solution that helps the company track customer conversations, quotes, samples, and relationships. outcome Vitajoy has accelerated sales productivity and gained clarity into each customer interaction. Casey Crane Vice President Of Sales & Marketing Relationship tracking With Insightly, Vitajoy has created a more scalable sales management process. “Our first goal with Insightly was to standardize how we collect data,” Crane said. “With just a few c Productivity has definitely increased by implementing Insightly. licks, Insightly provides instant access to key business intelligence, such as sales rep activity, conversation outcomes, notes, and pending quotes.” This structured approach to relationship tracking has yielded a noticeable uptick in sales team productivity. “Our reps know that everything is in one database, which means they can spend less time on administrative work and more time selling,” Crane said. Accelerated adoption & handoffs Thanks to Insightly’s intuitive user interface, Vitajoy has achieved rapid buy-in from its users. “Unlike other CRMs we considered, Insightly is extremely easy to navigate and use,” Crane said. “Our users reaped immediate value from the system rather than being stuck in training.” Staffing changes are also easier to navigate with Insightly. “With each customer interaction recorded in Insightly, we’re able to make a smooth handoff to new hires,” Crane said. “Prior to Insightly, we had to essentially start from square one.” Room for growth Vitajoy has plans to expand its use of Insightly in the future. “We’re studying several Insightly features, including dashboards and advanced reporting,” Crane said. “As our company continues to grow, we intend to deploy additional features to streamline other parts of our business.” View All Customer Stories