VANTAGE6 WEEKS + 30-DAY MEASUREMENT
Lead-to-cash cut from 11.4 to 4.6 days
B2B ServicesProcess Optimization
Three days of shadowing found eleven real steps where five were documented. Six of them are gone, and the rest run in the CRM Vantage already owned.
−59%cycle time, measured
→BLUESUMMIT4 WEEKS + 30-DAY MEASUREMENT
Quote approvals pruned from 3 sign-offs to 1, deals stopped stalling
Financial ServicesProcess Optimization
Two of three approvals were guarding a risk nobody could name. One threshold rule replaced both, with compliance keeping every control that mattered.
1.9dto quote, was 3.8
→orbita5 WEEKS
Invoice re-keying eliminated between CRM and accounting
RetailMiddleware & Integrations
Every order was typed once into the CRM and again into accounting. A two-way sync removed the re-key, and month-end reconciliation went from two days to an hour.
7 hrsback per person, per week
→NORTHBRIDGE4 WEEKS
Ticket queues cut by giving every handoff an owner and an SLA
Real EstateProcess Optimization
Tickets used to wait for 'whoever knows'. Every queue got a name and an SLA, and waiting time collapsed across 14 agents.
2.3×faster resolution
→✚Caremont7 WEEKS
Patient intake redesigned before a single form was automated
HealthcareProcess Optimization
Caremont asked us to automate their intake forms. We refused, redesigned the flow first, and the version that shipped has half the steps.
70%faster intake
→meridian8 WEEKS
Every sales call transcribed, scored and logged to the CRM
ManufacturingIntelligent Call Center
Reps spent evenings writing call notes from memory. Now every call lands in the CRM transcribed, sentiment-scored and flagged for objections before the rep hangs up.
+12%close signal on calls
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