Margin in plain sight
A 50-person tech reseller couldn't see its own pipeline. One embedded week made the margin visible.
- Client
- Technology reseller
- Industry
- Telecom & radio services
- Scope
- CRM + web build
- Year
- 2024
- $80K+
- Single upsell surfaced
- 25+
- Reporting hours saved weekly
- ~50%
- Handoff efficiency lift
- 1 wk
- From kickoff to live
The issue.
Sales ran out of five private spreadsheets. The CRM was half-adopted, the website fed nothing, and the pipeline was a concept, not a view.
Nobody could see the work clearly, so margin and upsells stayed hidden.
How we fixed it.
- 01
Stood up the CRM
Made it the single system of record, fully adopted.
- 02
Wired the site into it
A custom build feeding the pipeline directly, with no rekeying.
- 03
Put live dashboards in front of the team
Real-time views in place of the daily reporting chore.
What it unlocked.
- Reporting hours saved
- 25+ per week
- Handoff efficiency
- ~50% lift
- Single upsell surfaced
- $80K+
- Time to live
- 1 week
- Sources of truth
- Five to one
The margin was always there. The system made it visible.
Have a similar problem?
Tell us what's slow, expensive, or stuck. We'll tell you the first move, and whether we're the right team to run it.