Sales
Pipeline transparent, deals visible, closed wins measurable.
Sales lives on data: lead source, win rate, deal size, sales cycle. We build you a monday.com setup that maps your sales process and tells you daily what you're working on.
Sound familiar?
The typical challenges we see with our clients.
Pipeline darkness
Sales manager sees only what salesman enters – sometimes truth, sometimes wishful thinking. Forecast accuracy: 50%.
Lead distribution unfair
New leads arrive, but distribution is manual and chaotic. Good leads sometimes go to the wrong salesman.
Deal tracking granular
CRM sees deal status – but not what blockers exist, who still needs to call, which docs are missing.
Win-loss analysis not done
Deal lost – but why? Nobody checks. Mistakes repeat.
How we help
Concrete solutions that create immediate value.
Sales pipeline with activity tracking
Each deal with stage, next step, owner, value and probability – plus last activity and next action.
Automated lead distribution
Round-robin, by specialization, by load – new leads distributed intelligently, not manually.
Deal health & blocker tracking
Each deal with to-do list: who needs to call, what docs needed, where are blockers – all visible.
Win-loss analysis automated
After each lost deal: automatic prompt for analysis. Recognize patterns, training needs visible.
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