Case Overview

A technical services firm required a unified and scalable sales infrastructure. Their outbound, follow-up, and CRM activities operated in silos, resulting in missed opportunities, inconsistent communication, and limited visibility across the pipeline.

Challenges

Fragmented Workflows
Outreach, follow-ups, and CRM entries were disconnected, creating operational gaps.

Lack of Standardization
Each team member used a different method for managing prospects and documenting interactions.

Low Conversion Consistency
Without structured sequences or stage definitions, prospects moved unevenly through the pipeline.

No Automation Support
Manual processes slowed execution and made scaling inefficient.

Our Approach

Avaeto designed and implemented a structured sales system combining clear pipeline stages, multi-channel sequences, automation triggers, and standardized documentation rules. The system enabled predictable touchpoints and improved internal coordination.

Results Achieved

The firm achieved a unified sales workflow, improved conversion reliability, and full visibility across all touchpoints. The new system supported increased prospect volume without adding new personnel.

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