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.
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 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
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.
Field Force Connect was selected for its ability to offer:
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 |
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 |
“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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