Increase revenue from CRM

Improve sales performance by being able to steer by salesperson

Challenge

One of our clients struggled with limited visibility into early-stage sales activities. Their dashboards focused almost exclusively on lagging indicators like closed deals, offering little support for proactive decision-making. Without insight into top-of-funnel metrics such as call activity, meetings scheduled, or opportunity progression, the sales leadership team found it difficult to forecast accurately or intervene before performance dipped.

Solution

Impulssum Digital partnered with the client using a structured, hands-on approach. We started by defining a clear blueprint for how the sales process should be executed and measured, creating alignment across teams on what “good” looks like at every stage of the funnel. Next, we worked closely with users to boost CRM adoption, ensuring the right data was captured consistently and meaningfully. To drive lasting change, we also coached sales managers on how to lead better conversations — not just about outcomes, but about the behaviors that lead to success. With custom dashboards and actionable insights in place, managers gained the ability to coach effectively at the individual level, spotting strengths and bottlenecks early and addressing them before they impacted results.

Impact

This shift enabled the client to move from reactive reporting to proactive steering. Forecasting accuracy improved significantly, sales cycles shortened, and individual coaching became more targeted and data-driven. Most importantly, the team gained a clearer view of what drives success — and could act on it in time.

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