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1
From Manual Chaos to Fully Automated Sales Ops
Client: Tech Scale-Up in HealthTech
Challenge:
CRM overloaded with features. Manual follow-ups. Zero visibility.
2
Solution
Designed a lean CRM using Close.com
Automated lead routing via Make.com + Calendly
Integrated Google Ads & Heyflow for lead capture
3
Result
CRM implemented in 30 days
50% cut in sales ops workload
Reps selling, not updating fields
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