Moved a revenue team off scattered spreadsheets onto a clean, automated CRM that feeds analytics dashboards and runs follow-up sequences on autopilot.
Deals lived in spreadsheets, inboxes, and memory. Reporting meant copy-paste. Follow-ups depended on someone remembering.
A properly built CRM as the single source of truth: contacts, deals, and activity in one place, connected to the rest of the stack so data flows instead of being re-entered.
Sales sequences run automatically. Pipeline data feeds live dashboards, so leadership no longer waits on a manual report.
system of record, down from about 10
of leads get automated follow-up
manual pipeline reports