4.6d
lead-to-cash cycle, down from 11.4
−62%
manual re-keying across the flow
5
systems now acting as one flow
01 · The problem
Where the time went
Deals took eleven days from first contact to collected payment, and nobody could say where the time went. The documented process had five steps; the one that actually ran had eleven, including chat approvals, a spreadsheet handoff between sales and finance, and an invoice re-keyed by hand from the CRM.
02 · What we built
01Shadowed the sales-ops and finance teams for three days and mapped the flow as it actually ran, with every step timed
02Removed six steps that earned nothing and pruned quote approvals from three sign-offs to one threshold rule
03Wired lead intake to auto-capture into the CRM with dedupe on entry
04Replaced the hand re-keyed invoice with a CRM-to-accounting sync, and put a pay link on every invoice
05Baselined cycle time before the change and re-measured on the live flow for 30 days
“They watched our team work for three days and found eleven steps where we'd documented five. Six of them are gone.”
Elena Voss · CRO, Vantage
IN THE STACK
