Consulting Firm CRM Revolution
Strategic Advisors
The Challenge
Strategic Advisors' sales team was using their CRM as a glorified spreadsheet. Follow-ups were inconsistent, deals stalled without anyone noticing, and forecasting was guesswork. They were leaving money on the table.
Our Solution
We implemented automated pipeline management that triggers follow-ups based on deal stage and activity, alerts sales reps to stalled deals, and provides accurate forecasting through automated deal scoring and tracking.
The Results
Closed 35% more deals in the first quarter
Active pipeline value doubled within 6 months
Zero missed follow-ups since implementation
“Our CRM finally works for us instead of against us. The automated follow-ups alone have probably paid for the entire project ten times over.”
Services Used
This project utilized the following AtoB.digital services:
- Sales Automation
- CRM Integration
- Pipeline Management
Project Timeline
3 weeks
From kickoff to full deployment
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