Client€21B Global Energy Company
SprintAn 8-10 week sprint
Fieldwork10+ stakeholder interviews · 50+ data points mapped
“SprintlyWorks helped us cut through complexity and provided a clear path forward when our own teams had no bandwidth.”
Customer Experience
Driving Faster Sales Through CRM Alignment
The client sought to improve the efficiency and consistency of its sales processes by aligning workflows across teams and ensuring data requirements were systematically captured. However, core teams were already at near-full capacity with ongoing operations, leaving little bandwidth for structured process redesign or CRM development.
30%
Faster customer qualification. Reduced lead-to-order time through streamlined CRM workflows.
200+
Sales interactions standardized. Ensured consistency and reduced manual rework across teams.
50%
Fewer installation errors. Improved data capture and handover between functions.
A note on sourcing. Every figure here comes from a SprintlyWorks client engagement. Clients are described, never named. Where a figure is identified or modelled rather than banked, the line says so.
01
The problem
Sales data and requirements were fragmented across stakeholders, with no unified framework to support consistent lead-to-order management. Insights existed in silos, making it difficult to prioritize actions or accelerate sales cycles.
Without structured intervention, the client risked delays in CRM adoption, inefficiencies in lead handling, and missed opportunities to scale sales operations effectively.
02
What the sprint set out to do
Map and document the end-to-end sales process, consolidating scattered stakeholder inputs into a structured framework.
Define and prioritize CRM customization requirements, capturing critical data points and automation opportunities for efficient lead-to-order processing.
Deliver a pilot-ready CRM structure, enabling faster sales execution and informed decision-making without overburdening internal teams.
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