Case studies
Every engagement is scoped around a measurable outcome. Here's what that looks like in production — with the numbers our clients report to their own boards.
Reporting & Analytics
A private aviation company replaced Excel exports with a Power BI hub connected straight to its operational systems, refreshed throughout the day.
Financial Reporting
A manufacturer automated ERP data pulls, reconciliations, and Tableau reporting to close the books in five days instead of three weeks.
AI Consulting
A limited sales team needed to scale personalized prospecting. An AI-powered assistant built on Zapier, ChatGPT, and Outlook doubled outreach capacity and pipeline.
AI Consulting
A healthcare supplier drowning in 400–600 weekly emails automated order intake and triage — cutting response times in half with no new hires.
CRM Adoption
A global manufacturer with 500+ reps turned sporadic Salesforce usage into disciplined adoption — and watched the pipeline grow by $153M.
Sales Enablement
170+ global reps learned to sell a new product in a new market during one kickoff week — and delivered $7.8M in year one.
Sales Enablement
After an acquisition, two sales forces with zero shared product knowledge became one team — producing $6.1M in new business in six months.
CRM & Reporting
Cleaner CRM data, tighter sales operations, and automated reporting compounded into measurable revenue in the first quarter of the engagement.
Lead Management
A global security firm had 100 leads a week going nowhere. Automated lead reporting and rep scoring cut wasted leads 98%.
CRM Adoption
A medical device company with affiliates in 50+ countries rebuilt CRM adoption for 1,500+ sales personnel with audits, nudges, and gamification.
Financial Reporting
A finance team migrated static, error-prone Excel workbooks into live Tableau dashboards with automated refreshes from source systems.
Sales Operations
A growing sales org replaced inconsistent note-taking with a 9:00 PM automated digest of every rep's CRM activity, sent straight to managers.
Sales Operations
A structured, incentivized 90-day sales contest with real-time dashboards drove $148K in new business and 37 product-line expansions.
Field Operations
Mapsly + Zoho CRM gave a manufacturer's field teams optimized routes and territory visibility — cutting new-rep ramp time by 30%.
Reporting & Analytics
A manufacturer replaced a manually built weekly spreadsheet with a daily, automated Tableau dashboard showing every product line's status against forecast right on the shop floor.
Across engagements
Book a 30-minute discovery call. We'll show you where reporting effort, pipeline visibility, or CRM data quality are costing you the most — and what fixing it is worth.