Five disconnected tools become one sales pipeline
A single platform consolidating lead management, outreach, follow-ups, scheduling and reporting for a B2B sales team.
- Client
- B2B sales team
- Industry
- SaaS
- Country
- United States
- Timeline
- 7 weeks
The challenge
The situation
The sales workflow was split across five disconnected tools. Reps spent their day copying data between tabs instead of selling, and no single view of the pipeline existed because no single system held it.
How we approached it
The thinking
Rather than integrate five tools and inherit five failure modes, we consolidated the pipeline into one system built around the sequence the team actually follows. Consolidation was the point: every hand-off that disappears is a place data can no longer drift out of sync.
What we built
The engineering
One platform carrying the pipeline end to end, lead management, outreach drafting, automated follow-up sequences, meeting scheduling and reporting, in a single system with a single record per lead.
- Lead management
- Outreach drafting
- Automated follow-up sequences
- Meeting scheduling
- Pipeline reporting
How it helped
The difference
Reps got their selling hours back, and the pipeline became reportable because it finally lived in one place.
Measured result
Reps back to selling instead of copying data between tabs.
Next step
Got a problem shaped like this one?
Tell us the situation in plain language. We'll tell you how we'd approach it, what we'd build first, and where the risk sits.
Direct
contact@solinovo.comWe reply within one business day. If we're not the right fit, we'll say so.