The Challenge
The client was struggling to manage new customer inquiries, sales follow-ups, and post-meeting communications. Their teams were using personal inboxes and spreadsheets, resulting in missed leads, inconsistent follow-ups, and unclear sales progress.
Our Approach
We designed a centralized CRM system that brought all lead and customer data into one view. Automated email sequences were set up for onboarding and follow-ups, and sales reps received task alerts based on lead activity and sales stage changes.
Key Features Implemented
- Centralized lead and customer management
- Automated follow-up sequences for each sales stage
- Dashboard showing pipeline activity and rep performance
- Custom reporting for lead conversion rates
- Integration with Google Calendar and Mailchimp for outreach
The Results
- 3x faster lead response times
- 45% increase in lead-to-client conversion rate
- Improved team coordination and sales visibility
- A professional, consistent experience for every prospect
Conclusion
With a modern CRM in place, the firm turned scattered communication into a structured sales machine—making it easier for reps to close deals and for management to scale.
