Client Overview: A software company providing SaaS solutions for small businesses.
Challenge: The client’s sales team struggled with manual data entry and follow-up processes, leading to inefficiencies and lost sales opportunities.
Solution:
- Automated lead capture from the website and marketing campaigns into the CRM.
- Set up workflows to automate follow-up emails and task assignments based on lead behavior.
- Implemented lead scoring to prioritize high-potential leads.
- Trained the sales team on using CRM automation tools to streamline their processes.
Results:
- Reduced manual data entry and administrative tasks by 40%.
- Increased sales productivity and follow-up effectiveness.
- Improved lead conversion rates by 25% due to timely and personalized follow-ups.
- Enhanced visibility into sales pipeline and performance metrics.