B2B Growth Company
Sales Conversion Improvement
Improved pipeline conversion and visibility
Built structured CRM workflows, lead scoring, and multi-step funnel automation for consistent conversion.
Challenge
- • Sales follow-up quality varied across team members
- • No reliable lead scoring to prioritize opportunities
- • Pipeline stages were inconsistent and difficult to track
Solution
- • Designed standardized CRM workflow stages
- • Implemented lead scoring and segmentation logic
- • Automated nurture and follow-up sequences
- • Created funnel conversion dashboards by stage
Implementation
- • Aligned sales and marketing on shared funnel definitions
- • Configured stage-based automation in CRM
- • Introduced KPI monitoring cadence for conversion health
Outcomes
- • Stronger pipeline visibility from lead to close
- • Higher conversion consistency across the sales team
- • Better prioritization of high-value opportunities