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Case study · 2026-05

Telecom: from Excel to pipeline, no lead left unworked

Telecom distributor · sales teams

100% of leads with owner and next action

The problem

Leads coming in via web, phone and field reps, scattered across personal spreadsheets. No statuses, no clear owner and no way to know which campaign converted.

The solution

Custom CRM with a staged pipeline, automatic lead assignment, follow-up reminders and reporting by rep and by channel.

  • Custom CRM
  • Sales pipeline
  • Automatic lead assignment
  • Reporting by channel

Before and after.

Before

follow-up
up to each rep's judgment
visibility
none for management
lost leads
unquantified (many)

After

follow-up
100% of leads with owner and next action
visibility
real-time dashboard
lost leads
traced and recoverable

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