A growing B2B services company was operating with five disconnected sales tools — a CRM, email platform, proposal software, a customer portal, and a separate billing system. None of them talked to each other.
Sales managers were spending six to eight hours every week manually pulling reports from each system, copy-pasting data into spreadsheets, and trying to piece together an accurate picture of pipeline health. By the time a report was finished, the data was already outdated.
Leads were falling through the cracks because there was no automated follow-up routing. A new inquiry could sit unassigned for hours while reps manually checked a shared inbox. The team was talented — their tools just weren't working for them.
