Sales Velocity
+30% Faster
Customer Satisfaction
95%
Forecast Accuracy
+30% More Accurate QoQ
60% Resource Planning and Execution Improvement
What We Did
- Established weekly pipeline review sessions — moving from anecdotal deal updates to structured, data-driven discussions with consistent criteria for stage progression
- Facilitated 1:1 coaching cadences between managers and each of the 15 sales reps, improving individual forecasting accuracy and surfacing at-risk deals earlier
- Consolidated sales collateral so any rep could find exactly what they needed at any point in the sales cycle — eliminating wasted time and inconsistency across the team
- Created unified cross-functional communication channels to support a complex, multi-stakeholder sales process
- Implemented a dedicated Deal Desk to remove bottlenecks at the close stage, improve consistency, and ensure compliance across deals
Results
- 60% improvement in resource planning and execution
- +30% improvement in sales velocity
- +30% improvement in forecast accuracy
- Leadership gained real predictability and insight into the pipeline for the first time
- Cleared the path to shift strategic focus toward revenue retention and customer success
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