“OpenCRM have been great from start to finish, I am really pleased with our new CRM system and have received some great feedback from colleagues as they become more familiar with using the system.”
– Rhianna Harris, Vargus Tooling UK
Introduction to Vargus Tooling UK
As sales teams grow and territories expand, keeping a clear view of customers and activity can quickly become difficult. For Vargus Tooling UK, gaining better oversight of both sales performance and customer relationships became a priority.
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About the Client
Vargus Tooling UK is a supplier of precision tooling solutions, providing products for threading, grooving, drilling, and related applications. Part of the wider Vargus group, they support customers across the UK in a range of engineering and manufacturing sectors.
The Challenge
The team needed a better way to manage their sales process and customer information.
Sales data was spread across individual spreadsheets, with each sales engineer maintaining their own records. This made it difficult to gain a consistent overview of activity, track progress against targets, or report across the wider team.
There was also a need to clearly define responsibility for accounts across different regions. Without this clarity, it was harder to manage customer relationships and ensure consistent communication.
In addition, the team wanted better visibility of customer interactions, including what information had been shared and how relationships were developing over time.
The Solution
OpenCRM brought sales and customer data into a single system, providing a more structured approach to managing accounts.
Customer records were organised within the system and assigned to specific sales engineers based on region. This ensured there was clear ownership of each account while still allowing management to maintain an overall view.
The team used customisation tools to tailor the system to their way of working, including recording industry-specific data and tracking the types of solutions customers required.
Activity tracking made it easier to see what information had been shared with each customer and to follow up with relevant updates when needed.
Permissions were also configured to balance access across the team, giving individual engineers control over their accounts while still supporting reporting and oversight at a management level.
The Outcome
With OpenCRM in place, Vargus Tooling UK gained better control over their sales operations and customer data.
- All sales and customer information centralised into one system
- Clear ownership of accounts across regional sales teams
- Improved visibility of pipeline progress and individual performance
- Better tracking of customer interactions and communications
- More reliable reporting across the business
Why It Worked
The solution worked because it supported both individual ownership and team-wide visibility. Sales engineers retained control of their accounts, while management gained the oversight needed to guide performance and planning.
Closing
For businesses with distributed sales teams, having a clear view of customers and activity is essential. In this case, OpenCRM has provided a straightforward way to bring that visibility together, helping Vargus Tooling UK stay organised and aligned as their operations continue to grow.
