Meet Velv

‍Velv is a leading nearshore software development company based in Portugal and serving organizations worldwide. With its exceptional talent pool of engineers and developers, the company offers flexible team extension services and comprehensive project delivery solutions for clients ranging from forward-thinking startups to global enterprises such as Google and Accenture.

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The challenge

Before adopting monday CRM, Velv faced challenges common to fast-growing companies: fragmented tools and largely manual processes.

“We had several platforms, but our sales process was still largely manual,” shares Nuno Godinho, Chief Information Officer at Velv. This lack of centralization not only created inefficiencies but also led to a significant risk of lost information. “If a sales rep left, we’d lose a big chunk of critical data. We also lost track of emails and sales steps, leading to gaps in communication.”

The limitations of Velv’s workflows meant that information sharing was slow, often requiring multiple emails and redundant updates across teams. As the company scaled, so did the volume of emails, information silos, and lost data, which limited visibility into sales performance and made cross-team collaboration more cumbersome.

Gaps in communication and collaboration not only slowed teams down and wasted valuable time but also cost Velv revenue. Time spent chasing down missing data and working on manual tasks prevented the sales team from focusing on acquiring new customers and put the customer experience at risk.

The solution

A flexible platform to connect teams and processes

Velv initially considered monday.com as a project management solution, but a deeper evaluation of its CRM capabilities revealed it could be much more. “When we dug into the CRM functionalities, we realized monday.com could easily adapt to our very specific sales processes,” says Nuno. “With other platforms, you either wouldn’t be able to do it exactly like you wanted or you’d need to pay a hefty customization fee.”

This flexibility is critical in supporting different teams and processes at Velv. Beyond managing the sales pipeline, Velv uses monday.com to manage the entire post-sales process, performance evaluation process, and even recruitment. This allows them to work more efficiently across teams and departments using one centralized platform.

Effortless adoption and ease of use

Adoption across Velv’s sales and HR teams was quick, thanks in part to monday.com’s intuitive platform. “The CRM adoption was even better than we expected. The sales team adapted almost instantly,” Nuno shares.

This ease of use also empowers Velv's teams to quickly find the information and make data-driven decisions. “We can create dashboards very, very easily,” says Nuno. “And at the same time, drill down in the dashboard to see the granular details that we need.”

An enhanced customer experience

With all client communication now managed in monday CRM, Velv has enhanced transparency across its teams and increased overall efficiency.

“What once required five emails can now be done in three clicks,” Nuno explains. Furthermore, Velv’s internal email volume dropped by nearly 80% due to automations that handle notifications and updates. These automations also ensure that the right teams are immediately informed with the correct details, preventing important customer communications from slipping through the cracks.

“As a result, the quality of our services has significantly improved,” shares Nuno. “We respond to our clients faster than ever, ensuring a more efficient and seamless experience. Our delivery standards have reached new heights, and the way we guide and support our clients has become more effective and personalized.”

The impact

Since implementing monday CRM, Velv has seen a 60% improvement in sales tracking, as all key interactions and updates are now centralized and readily accessible.

In Nuno’s words, “monday CRM became more than just a CRM for us. It’s now a core part of our infrastructure and has transformed how we work. If I ever dreamed of building a CRM for our needs, it would look like monday CRM.”

Today, Velv has fully streamlined operations with monday CRM, achieving greater client satisfaction and improving internal performance in the process.