The Problem Coastal Holding faced challenges managing their sales pipeline in HubSpot after expanding into new territories. They lacked clear visibility into performance across divisions, geographies, and individual producers. Their pipeline was cluttered with stagnant deals, making forecasting unreliable and hindering sales team focus. The Solution Coastal Holding had past experiences with unreliable tech solutions, making them hesitant to adopt another platform. However, Inselligence offered a unique solution: The Results With Inselligence, Coastal Holding achieved significant improvements: “Prior to Inselligence, managing our sales pipeline across multiple territories was a nightmare. We lacked visibility, and forecasting was a guessing game. Inselligence transformed our approach. By segmenting our pipeline and providing actionable insights, they empowered our sales reps to focus on the right opportunities. This resulted in a dramatic 110% increase in CRM usage, a clear view of our pipeline health, and ultimately, a significant boost in sales efficiency.” — Nishad Azeem, CEO, Coastal Qatar

The Challenge Key Logistics faced a crucial issue in their operations: It was difficult to accurately calculate Key Performance Indicators (KPIs) and revenue forecasts from their sales pipeline. Without a comprehensive view of their pipeline, they experienced unfocused sales activities and a decline in new sales, which muddled their KPI metrics even further. The company needed a sophisticated software solution that could clarify year-end projections and identify high-potential opportunities based on real-world business variables. “The complexity of our sales pipeline was making it increasingly difficult to forecast revenue and prioritize high-value tasks. We needed a platform that not only would drive CRM usage but could show us what our pipeline was going to deliver through the end of year and what opportunities to focus on.“  – Valentina Gutierrez, VP Operations The Solution Inselligence addressed this challenge by implementing a diagnostic approach to Key Logistics’ sales process management. Powered by cutting-edge analytics and insights, the Inselligence platform integrated seamlessly with the company’s existing Customer Relationship Management (CRM) system. The system allowed all team members to log in, view, and take immediate action on recommended sales activities, thereby increasing their close rates. By giving managers the ability to review the same data their sales reps were examining, Inselligence ensured that the entire team was aligned and focused on revenue-generating tasks. Moreover, the Inselligence interface provided an environment for management to swiftly analyze bottlenecks in the sales process and proactively implement solutions. “Inselligence has taken our company to the next level. Information is intelligently organized and easily accessible by all employees. Our sales process is now a collaborative effort, and our sales members see the value of inputting their deal data. I recommend Inselligence to anyone who wants to improve their company’s revenue.“ – Valentina Gutierrez, VP Operations The Results The results have been nothing short of remarkable. In the first four months, account executives increased their CRM usage by 110%, generating more accurate data that informed key business decisions. With a clearer understanding of their pipeline and bottlenecks, Key Logistics revamped their sales process, which led to more accurate sales goals for each account executive and clearly defined deal loads at each step of the sales process to ensure revenue targets were attained. Additionally, Key Logistics was able to improve the accuracy of their CRM deal data, including the close date and deal amount, by over 90%. This enhancement enabled company leadership to adjust revenue targets upward for the year. For more information on how Inselligence can drive similar results for your organization, contact us today. Email: sales@inselligence.io Call: (786) 791-8310