Pipeline hygiene.
Making a $3.2M ARR sales system visible, routable, and faster to close.
The constraint
Messy CRM data, inconsistent handoffs, 38% deal slippage, and quote creation that took eight business days hid the real conversion path.
What changed
- Rebuilt stages with validation and exit criteria.
- Standardized quote templates and discount limits.
- Automated lead routing by segment, company size, and availability.
Result
The sales team gained a reliable pipeline and a faster path from inbound lead to commercial conversation.
< 2 hrsquote delivery
65%quota attainment
$210kpipeline recovered