Sales & Workflow CRM System
Software Development
Project Overview
Sales teams struggle with fragmented customer data scattered across email, spreadsheets, calendar apps, and multiple sales tools, causing deals to fall through cracks and opportunities to be missed. This comprehensive CRM system centralizes all customer interactions, automates follow-up workflows, and provides complete sales pipeline visibility to ensure no lead or opportunity gets lost in the chaos.
The Challenge
Sales teams lose track of promising leads when customer information remains scattered across multiple systems and communication channels. Manual follow-up processes fail consistently, with important prospects going weeks without contact during critical decision periods. Lack of pipeline visibility prevents sales managers from identifying bottlenecks and coaching opportunities, directly impacting revenue performance.
Solution
Developed a unified CRM platform while at Lasting Dynamics that automatically captures and organizes all customer interactions from emails, calls, meetings, and website visits. Intelligent workflow automation ensures timely follow-ups and moves prospects through the sales pipeline systematically. Complete pipeline visibility enables sales managers to identify opportunities and bottlenecks in real-time, converting previously lost deals into closed revenue.