The problem
Leads in our CRM grew fast, and the sales team couldn't keep up. With no clear way to sort leads or decide who to call next, 30% of them were never actioned. Good opportunities slipped away and the team got less efficient.
What we set out to do
Sort leads automatically, show reps which ones to act on, and make the sales workflow simpler, so fewer leads were missed and more converted.
What I did
- Automatic categories: every lead was sorted using its engagement level, activity history and CRM data.
- Smart views: reps saw the high-priority leads first, so their time went to the most promising ones.
- Automatic reports: managers tracked progress and saw how the team was doing, so they could put people where they were needed.
What changed
- Un-actioned leads from 30% to 5% within two months.
- Conversion rate up 15%.
- Reps spent less time sorting and more time closing.