Challenge
Their sales pipeline had become unreliable: duplicate contacts, missing notes, deals stuck for weeks, and no clear ownership of follow-ups. The team was losing opportunities simply because their CRM couldn’t keep pace with growth.
Solution
- Rebuilt their entire pipeline structure with standardized stages and automatic routing.
- Implemented automated follow-up reminders and status updates based on lead behavior.
- Cleaned and enriched their entire contact database, merging duplicates and restoring accuracy.
- Added weekly automated reporting so the leadership team always knew where deals stood.
Impact
- Delivered a predictable sales process where no lead went cold unnoticed.
- Reduced time spent managing the CRM by 60%.
- Increased follow-up completion rate from ~40% to 95%.
- Their team now focuses on strategy, not admin — and opportunities move smoothly from inquiry to close.