FREE CASE STUDY

From Spreadsheet Pipeline to Automated CRM

How a 25-person company closed 35% more revenue in 90 days. The full breakdown: phases, tools, process changes, and the math.

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Crm Case Study Cover

Is This For You?

This case study was written for sales leaders who know their pipeline needs fixing โ€” but want proof before committing.

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Your sales “pipeline” lives in a spreadsheet, shared doc, or someone’s head

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Lead response time is measured in hours (or days), not minutes

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Your reps spend more time on admin than selling

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You don’t trust your sales forecast โ€” it’s based on gut feel, not data

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You’re a Sales Director, VP Sales, or founder running sales at a growing company

Real company. Real numbers. Not a vendor pitch.

What a Broken Pipeline Actually Costs

โœ— 78% of deals go to the first responder. If your team takes 18 hours to reply, you’ve already lost to the competitor who replied in 15 minutes.

โœ— Zombie deals hide in your pipeline. 40% of pipeline at the average SME is deals nobody has touched in 30+ days. They’re dead โ€” but they inflate your forecast.

โœ— Reps spend 8 hours/week on CRM admin. Updating fields, logging calls, building reports. That’s a full day per week not selling.

โœ— Your forecast is fiction. When pipeline data is incomplete and stages aren’t defined, every forecast is a guess. The CFO knows it. The board knows it.

68% of CRM data is incomplete or outdated. And you’re making decisions based on it.

What's Inside

The Before: Spreadsheet Chaos

18-hour lead response, 40% zombie deals, forecasts off by 35%. Sound familiar?

The Build: 4-Week Implementation

Pipeline stages, automated capture, follow-up rules, real-time dashboard. Phase by phase.

The Results: 90-Day Impact

90x faster response, +7 points close rate, +35% revenue, 6.5 hrs/week back per rep.

Full Table of Contents

01 The Company โ€” 25-person services firm, Athens
02 The Problem โ€” spreadsheet pipeline, no visibility, slow response
03 The Numbers Before โ€” response time, close rate, forecast accuracy, admin hours
04 Phase 1: Pipeline Architecture โ€” defining stages and shared rules
05 Phase 2: Automated Lead Capture โ€” form โ†’ CRM โ†’ auto-assign in minutes
06 Phase 3: Follow-up Enforcement โ€” 14-day and 30-day rules, zombie deal cleanup
07 Phase 4: Real-Time Dashboard โ€” forecast, activity, pipeline health
08 The Results at 30, 60, and 90 Days
09 What They’d Do Differently โ€” lessons learned
10 Is Your Pipeline Ready? โ€” self-assessment checklist

Sneak Peek

Here’s what you’ll get โ€” real pages from the actual document.

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See How They Closed 35% More Revenue

Full case study. Every phase, every number, every lesson learned.

90ร—

Faster lead response

+35%

Revenue increase

4 weeks

Implementation time

What Sales Leaders Say

“We knew the spreadsheet wasn’t working. But seeing the actual numbers โ€” 18-hour response, 40% zombie deals โ€” made it impossible to ignore. The case study gave us the blueprint to fix it.”

Sales Director ยท B2B services company, Athens

“My reps got 6.5 hours per week back. That’s more than 300 selling hours per year across the team. The ROI was obvious by week three.”

VP Sales ยท 30-person tech company, Thessaloniki

ABOUT PROXIMA

We Build What Others Consult About

Proxima Consulting is an Athens-based tech consulting firm. We don’t sell software licenses โ€” we build custom automation, CRM pipelines, and AI workflows for growing companies. Our team has helped 40+ Greek businesses cut operational costs and scale without proportionally scaling headcount.

proxima.gr ยท Athens, Greece

Frequently Asked Questions

Is this a real company?

Yes. It’s a real Greek services company. We’ve anonymized the name and specific details, but every number is real.

What CRM did they use?

The case study covers the process and architecture, not a specific tool. The principles work with HubSpot, Pipedrive, Salesforce, or any modern CRM.

Can this work for my company size?

The company in the study has 25 people. We’ve seen the same patterns (and similar results) in companies from 8 to 120 people.

What happens after I download?

You get the PDF instantly. If you want us to audit your pipeline, you can book a free 30-minute CRM assessment with our team.

Your Pipeline Deserves Better Than a Spreadsheet

Real company. Real numbers. Full blueprint. Free.

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