The challenge
A trading technology software company ran sales on NetSuite CRM (15 CRM users), but the process was broken: reps weren’t tracking opportunities, sales data couldn’t be reported on, every web lead was entered by hand and the monthly board report took three days to put together. Forecasts were guesswork, and slow follow-up on inbound leads cost revenue.
Our approach
We rebuilt the CRM around how the sales team actually works. We standardized roles and dashboards so everyone saw the pipeline the same way, built standard reports for reps and leadership, connected the website’s lead form directly to NetSuite, and streamlined the opportunity and lead nurturing forms and workflows.
The outcome
Every sales rep now uses the CRM, web leads arrive with no manual entry, and the board report takes thirty minutes instead of three days. Leadership has a consistent, live view of sales and more reliable forecasts.
sales rep adoption
manual entry for web leads
