The Challenge
TechFlow Solutions, a growing B2B SaaS company, was drowning in leads but struggling to identify which prospects deserved sales attention. Their sales team was spending equal time on low-value leads and high-potential accounts, resulting in inefficiency and missed opportunities.
Critical issues included:
- No systematic lead scoring methodology
- Sales team overwhelmed with unqualified leads
- Long sales cycles due to poor prioritization
- Limited visibility into pipeline health
- No predictive insights on deal outcomes
Our Approach
We built a custom analytics layer on top of their existing CRM that provided intelligent lead scoring, predictive deal analytics, and real-time pipeline insights. The solution combined behavioral data, firmographic information, and historical patterns.
Data Mapping
Audited all data sources, identified key behavioral signals, and mapped the complete customer journey from first touch to close.
Lead Scoring Model
Developed a machine learning-based scoring model that weighs 47 different signals to predict lead quality and conversion probability.
Dashboard Build
Created real-time dashboards for sales leadership with pipeline forecasting, rep performance metrics, and deal health indicators.
Team Training
Comprehensive training program to help sales reps understand and leverage the new insights in their daily workflow.
The Results
The new analytics platform fundamentally changed how TechFlow's sales team operates. By focusing on the right leads at the right time, they achieved remarkable efficiency gains.
- 180% increase in qualified leads — by identifying high-intent prospects earlier
- 3.5x improvement in sales velocity — through better prioritization
- 45% reduction in sales cycle — by engaging prospects at optimal moments
- $2.4M in additional pipeline — in the first quarter post-launch
- 92% forecast accuracy — enabling better resource planning
Client Testimonial
"The automation systems they built for us saved our team 20+ hours per week. We can finally focus on what matters—growing the business. The lead scoring alone has transformed how we prioritize our pipeline."