Replacing an ill-fitting off-the-shelf CRM with one designed around the team’s actual sales motion — and getting the reps to actually use it.
The team had bought a big-name CRM and bent their process to fit it. Reps hated updating it, so the data was stale, forecasts were fiction, and deals fell through the cracks between stages.
Four moves, senior-only, weeks not quarters.
Not the CRM’s idea of a pipeline — the way this team actually moves a deal from first call to close.
A pipeline with their stages, their fields, their automations — and rot alerts when a deal goes quiet.
We imported and de-duplicated years of messy data so reps started on something they could trust.
Follow-ups and updates auto-fire; reps do less, not more. Adoption went to 100% in a fortnight.
For the first time our forecast matches reality — and the reps actually like the CRM.
— Client, CRM engagement
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