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CRM Automation
Lead Management Dashboard
B2B SaaS startup
45% more qualified demos
Overview
A SaaS startup scaling its sales team needed better visibility into lead quality and deal momentum without hiring an ops analyst.
The challenge
Reps worked stale deals while hot leads waited. Leadership lacked a single view of pipeline health and conversion by source.
Our solution
We implemented lead scoring rules, automated stage progression triggers, stale-deal alerts, and a daily digest email summarizing each rep's priorities.
Key deliverables
- Lead scoring model in Salesforce
- Stale deal alert automation
- Daily rep digest emails
- Executive pipeline dashboard
Results
Demo bookings from qualified leads rose sharply. Managers catch at-risk deals early and reps start each day with a clear action list.
45%
More qualified demos
30%
Shorter sales cycle
Daily
Rep priority digests
1
Unified pipeline view
“Our pipeline finally tells us what to do next instead of just showing numbers.”