Case Studies

Unifying Pre-Sales and Client Engagement for Global IT Success with FieldForceConnect CRM

About the Client

A mid-sized IT services company, specializing in custom software development and staff augmentation, serving clients across the US, UK, and the Middle East. The organization employs a 30-member sales team responsible for lead generation, proposal management, and client onboarding.

Business Impact

In just four months of CRM implementation, the company improved its lead-to-opportunity conversion by 75%, cut down the average sales cycle by 38%, and achieved 87% forecast accuracy—transforming their sales operations into a streamlined, revenue-driving function.

The Challenge

The client faced fragmented and inefficient sales processes across regions, with poor visibility and high operational risk.

“ Field Force Connect gave us clarity, speed, and discipline. Our sales team now runs like a proper revenue engine.

— Head of Global Sales , IT Division

Key Challenges

Our Approach

We worked closely with the sales leadership to assess their end-to-end sales lifecycle—from first client touchpoint to handover to the delivery team. Based on this assessment, FieldForceConnect CRM was customized to support pipeline visibility, follow-up discipline, and collaboration between pre-sales and project teams.

Why FieldForceConnect?

Field Force Connect was selected for its ability to offer:

Key Initiatives

The Solution

Feature/Module Description
Custom Sales Pipeline View Visual deal flow from intro to closure for complete visibility
Activity Tracking Logs of all calls, meetings, emails, and documents shared
Automated Reminders Smart alerts for proposal deadlines and client follow-ups
Sales-to-Delivery Integration Seamless sync with project tools to reduce handoff errors
Performance Dashboards Real-time insights into conversions, sales stage aging, and forecast accuracy

Features Delivered

The Results

Metric Before CRM After CRM (4 Months) Improvement
Lead-to-Opportunity Conversion 12% 21% +75%
Average Sales Cycle 42 days 26 days -38%
Forecast Accuracy ~60% 87% +27%
Missed Follow-ups Common Rare (Automated) -90%
Sales-Delivery Handoff Errors Frequent <5% Significant Reduction

Client Testimonial

“FieldForceConnect gave us clarity, speed, and discipline. Our sales team now runs like a proper revenue engine.

— Head of Global Sales , IT Division

Conclusion

With FieldForceConnect, the client transformed their fragmented sales structure into a centralized, data-driven CRM environment. This resulted in higher conversions, reduced lead drop-offs, improved cross-team collaboration, and faster client onboarding. The CRM became a vital enabler of sales accountability, forecasting accuracy, and field activity discipline across global markets.

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Phone

+91 93243 57269

Email

rijo@fieldforceconnect.com

support@fieldforceconnect.com

Address

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