About the Study
BetaCorp - Enterprise-software vendor serving manufacturing firms, ~200 employees, multiple fragmented lead & deal sources (sheet, CRM, manual).
BetaCorp had been accruing leads and deals across spreadsheets, legacy CRM exports, and manual forms. This fragmented setup resulted in lost deals, inconsistent follow-up, and almost no reliable forecasting. Deal Scale performed a full audit of all lead/deal sources, migrated and normalized all records into a unified canonical schema, and consolidated into a single pipeline. We implemented automated workflows: leads were auto-assigned, follow-up reminders triggered automatically, and deal stages consistently updated. Finally, we built a real-time reporting dashboard giving leadership visibility into pipeline health, time-to-close averages, rep performance, and forecast accuracy. As a result the average sales cycle dropped by ~66%, conversion consistency improved, and forecasting for future revenue became reliable.
Business Challenges
- 1
Leads and deals tracked in multiple places: spreadsheet, legacy CRM, manual logs
- 2
Lack of unified pipeline made forecasting and prioritization unreliable
- 3
Sales reps wasted time switching between systems; inconsistent follow-up and data loss
Our Solutions
- 1
CRM + data source consolidation
- 2
Canonical pipeline schema
- 3
Automated follow-up workflows & reminders
- 4
Real-time reporting dashboard
Business Outcomes
Sales cycle shortened
Average time-to-close reduced by 66%
Pipeline visibility & reliability
Unified data + forecasting dashboard enabled accurate forecasts and better prioritization
How It Works
Audit lead & deal sources
Inventory all lead and deal data sources
Mapped all existing spreadsheets, CRM exports, manual forms, collected legacy deal logs and consolidated into centralized database.
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