Case Studies

Sales Leads Management (VGL)

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The Challenge

The business in this example had no way of identifying hot leads in their sales pipeline.

How We Helped

iCandy Design set up a process to capture opportunities and transfer customer and deal information directly into a CRM. Additionally, their quoting/invoicing database is now aligned with the CRM too, including a feedback loop that ensures automatic population of customer information, any communications with the customer and the status of deals.

The Benefits

It is now much easier to see which accounts are converting opportunities quickly, what the typical lead-time is for certain sectors is to convert, which Sees staff are