The company faced a labor-intensive system for managing incoming leads. Essential data from potential customers had to be manually evaluated to determine its worth, inputted into CRM systems, logged for reporting, assigned to the appropriate sales rep, and, if necessary, placed into outbound sales channels for future nurturing. This not only demanded significant manpower but also risked delays and loss of potential sales due to inefficiency.
"Our sales process overall was manual, time consuming, slow, and complicated with so many disjointed tools"