CRM Overhaul Increases Sales Pipeline Velocity by 58%

The Challenge

A B2B manufacturer had invested in a CRM two years prior, but adoption was at 30%. Sales reps were tracking deals in spreadsheets, customer data was stale, and marketing had no visibility into pipeline health.

Our Solution

We redesigned their CRM architecture, migrated and cleaned legacy data, built automated lead scoring and nurture workflows, integrated with marketing automation, and ran a 6-week training and adoption program.

Key Results