Sales & CRM Operations Platform

Unified sales platform managing $75M+ in transactions with 100% customer data integrity



500+ Hr/Mo



25% sales velocity increase



40%

The Challenge

Sales operations were fragmented across 13 disconnected processes causing revenue leakage and poor customer experience.

Customer records contained 30% duplicates inflating costs and confusing reporting, sales imports failed regularly requiring manual intervention, invoice synchronization was manual and error-prone, and customer lookups during calls took minutes while customers waited.
Transaction data didn’t match across systems making reconciliation impossible.
There was no unified customer view, leading to missed opportunities and poor service.
The manual processes consumed 60% of the team’s time that should have been spent selling.

The Solution

Engineered an integrated sales operations platform that unifies all customer and transaction data.

The platform features sophisticated customer data management with deduplication and unified 360° views, automated sales processing with validation and invoice synchronization, real-time CRM integration maintaining tags and segmentation across systems, instant lookup tools enabling 4x faster customer search during interactions, and comprehensive data integrity validation ensuring consistency across all touchpoints.
Built on scalable architecture with Elasticsearch for instant queries across millions of records.
The system maintains relationships between all data entities ensuring complete accuracy.

Sales operations transformed into a revenue acceleration engine with measurable impact.

Customer data achieved 100% integrity with zero duplicates, enabling accurate targeting and reporting.
Transaction management scaled to $75M+ annually with complete accuracy and no failed imports.
Customer lookups accelerated 4x, improving service quality and reducing call times.
Real-time CRM synchronization ensured all teams work from current data.
Data management overhead reduced by 40%, freeing the team to focus on selling.
Sales velocity increased by 25% through better data and faster processes.
Customer satisfaction improved significantly with agents having complete history instantly available.

See how we can help you achieve similar results.