Disconnected Sales and Qualification Process Their sales and lead qualification teams were both working out of the Deal object, which made it difficult to manage leads effectively and track ownership. There was no clear handoff process, and things were slipping through the cracks.
Activity History Not Syncing Across Records Another pain point was that notes, and calls logged on tickets or contacts weren’t showing up on deals and vice versa. This made it hard for team members to see a full picture of each lead or customer.
Overcomplicated Sales Pipeline They were using more than 15 deal stages in a single pipeline, which made it overwhelming for the team to manage and difficult to report on progress accurately.
We introduced the Lead Prospecting module, allowing the entire team to manage leads from one central place. This helped separate early-stage leads from actual deals, and gave both teams clarity on who was working on what.
We set up automatic activity syncing across all relevant objects; deals, contacts, tickets, and the new lead records, so that everyone can view the full interaction history, no matter which record they’re on.
We helped them simplify the pipeline by reducing the number of stages and replacing some of them with custom fields. These fields now act as deal gates, giving the team the structure they need without making the pipeline too complex.
