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Internal Sales Knowledge Base - Vettrix CRM

Document Type: Internal Reference Guide
Last Updated: 2025-01-11
Target Audience: Sales Team, Sales Management, Customer Success
Purpose: Quick reference for common questions about Vettrix positioning, features, and sales approach

Company & Positioning

1. What is Vettrix's USP?

3x faster implementation (2-4 weeks vs 6-18 months), 70% lower TCO, no-code customization, handles enterprise data with 90% user adoption in 30 days.

2. 83% user adoption rate - main reason?

Intuitive design requiring minimal training (2 hours vs 40+ for competitors), dedicated customer support with consultative approach, and competitive pricing.

3. Competitors?

Primary: Salesforce, HubSpot, Zoho. Secondary: Pipedrive, Leadsquare.

4. Referral program?

No referral program, but we have a partnership program.

Clients & Usage

5. Industries with most clients?

Service industries, Food/F&B, IT. Product is industry-agnostic and scales from 50-5000 employees.

6. Most used products?

Sales (primary focus), Service (secondary). Currently concentrating on these two modules.

7. Common customizations?

Lead automation workflows, integrations (AcePhone, in-house tools), custom fields/objects, territory management.

8. Features that excite during demos?

No-code customization, 90% adoption rate proof points, pre-built templates, mobile CRM capabilities, AI-powered lead scoring.

Market & Sales Strategy

9. Target locations?

India (price-sensitive), Middle East (feature-focused), Germany. Primary focus on B2B mid-market globally.

10. Outbound results?

LinkedIn: Most effective, averaging 6-7 demos/week (4-10 range). 35% win rate target vs 20% industry average.

11. Low-hanging fruits?

Filter Opportunities module for: "Sales Qualified", "POC Demo", "Commercials and Negotiations" status. These are closest to closing.

12. Effective messaging?

Informational, relaxed tone: "Here's what we offer and how it might help you. If interested, let's chat." Avoid sales-y language. Focus on speed-to-value and ROI.

13. Common objections & responses?

Objection Response
"Not looking now" "No problem, reach out anytime you need one"
"What's a CRM?" Brief explanation + specific benefit for their business
"Using Salesforce/HubSpot" "How's that working? Any pain points?" If dissatisfied, offer no-pressure demo

14. Campaign data access?

Yes, available in CRM history.

Product & Feature Insights

15. Key decision factors?

Market Primary Factor Secondary Factors
India Price Features, Support
Middle East Features, UI Ease of use
Enterprise TCO, Scalability Security, Integration
SMB Speed, Simplicity Price, Support

16. Features to highlight?

  • 40% faster processing speeds
  • AI-powered automation (saves 8 hours/rep/week)
  • 95% forecast accuracy
  • Mobile-first design
  • 50+ native integrations

Pain Points & Challenges

17. Pain points without CRM?

  • Data fragmentation across systems
  • No structured workflow
  • Missed follow-ups
  • 40% time wasted on admin tasks
  • No visibility into pipeline

18. Pain points with other CRMs?

  • Product rigidity
  • Complexity (60% adoption average)
  • High TCO
  • 6+ month implementations
  • Hidden costs

19. Why clients switch?

  • Poor support response times
  • No strategic consultation
  • Hidden costs discovered post-purchase
  • Low user adoption (<60%)
  • Implementation fatigue

Quick Reference Tips

LinkedIn Outreach Best Practices

  • Tone: Informational, not sales-y
  • Frequency: 6-7 demos/week average
  • Message structure: Problem awareness → Solution intro → Soft CTA

Demo Success Factors

  1. Lead with no-code customization
  2. Show mobile capabilities early
  3. Emphasize implementation speed
  4. Use ROI calculator
  5. Reference relevant case studies

Pricing Positioning

  • Against Salesforce: 70% lower TCO
  • Against HubSpot: Better B2B features at similar price
  • Against Zoho: Superior support and customization

Regional Adjustments

  • India: Lead with price, show ROI quickly
  • Middle East: Demo features first, emphasize UI/UX
  • Germany: Focus on compliance, data security, reliability

Internal Resources

For More Information

  • Detailed battle cards: /Sales-Enablement/battle-card-*.md
  • Objection handling: /Sales-Enablement/objection-handling-guide.md
  • Sales playbook: /Sales-Enablement/sales-playbook-7stage.md
  • Pricing details: /Sales-Enablement/pricing-sheet-roi-calculator.md

CRM Navigation

  • Hot leads: Opportunities → Filter by "Sales Qualified", "POC Demo", "Commercials and Negotiations"
  • Campaign history: Available in CRM under each opportunity
  • Demo recordings: Stored in shared drive (link to be added)

Notes for New Team Members

  1. First Week: Review all Phase 1 documents (personas, messaging, battle cards)
  2. Second Week: Shadow demos and practice objection handling
  3. Third Week: Run mock demos with team feedback
  4. Fourth Week: Begin independent outreach with manager review

This document is for internal use only. Do not share with prospects or customers. For customer-facing materials, refer to the approved collateral in the Content Library.