Capsule CRM Specialist

Helping Businesses Track Clients, Meet Deadlines, and Boost Sales Conversions

WHY CHOOSE VK BUSINESS CONSULTING

Here’s what our clients told us they struggled with before working together:

Inefficient Processes – Valuable time wasted with disjointed workflows and manual tracking systems that created confusion and duplicated work

Revenue Leakage – Missed follow-ups and forgotten deadlines resulted in lost opportunities worth £5,000-£50,000 monthly

Team Disconnection – Siloed teams and inconsistent working methods created poor visibility across the business, hampering customer experience

Overwhelming Stress – Inadequate tracking systems left clients constantly worried about missing important tasks as their workload increased

Growth Limitations – Manual systems, such as spreadsheets and sticky notes, that functioned at a smaller scale became completely unsustainable as businesses expanded

Our solutions directly address these challenges, creating streamlined systems that unlock your business potential.

Read on to hear how we have helped one client address these challenges.

SUCCESS STORY: JAMES E. HATCH

From Lost Leads to Growth Opportunity

James E. Hatch, a third-generation family business specialising in timber coatings, was facing the classic growth challenge – their manual tracking systems couldn’t keep pace with their expanding sales pipeline.

The Challenge They Faced: 

  • Time Management Issues: Quotes were sent without proper follow-up
  • Disjointed Tracking: No system to monitor where leads were in the sales process
  • Revenue Leakage: £5,000-£10,000 in potential orders lost each month
  • Growing Stress: Hours wasted searching through emails and spreadsheets

The Tailored Solution: 

After trying several off-the-shelf CRMs that couldn’t adapt to their unique needs, VK Business Consulting implemented Capsule CRM which provided them a custom solution featuring:

  • Custom workflows mirroring their specific sales pipeline
  • Centralised quote management with version tracking
  • Comprehensive communication and sample tracking

The Transformation: 

“It’s a game-changer,” says Fraser, Sales Director. “What used to take hours now takes minutes.”

Instant Access: All customer information available at their fingertips

Stress Reduction: Eliminated the anxiety of lost information

Measurable Growth: Converting 4-5 additional orders monthly (£900-£3,000 each)

Streamlined Operations: Administrative tasks dramatically reduced

Ready to stop leaving money on the table like James E. Hatch once did?