35% Increase in Qualified Pipeline
SaaS · Growing SaaS company, 150 employees
Challenge
A growing SaaS company lost deals due to inconsistent follow-up, no visibility into pipeline health, and sales data siloed from delivery and finance teams.
Solution
Arjun Automation CRM with integrated projects, billing, and customer success modules — giving sales, delivery, and finance a shared client record with role-based access.
Implementation
We deployed 5 core capabilities: Pipeline and opportunity management; Automated follow-up sequences; Client portal with document sharing; Revenue forecasting and reporting; Customer health score integration.
Outcome
35% increase in qualified pipeline Quote-to-cash cycle reduced by 40% 100% sales team adoption after rollout Integrated with finance in single tenant
Business impact
35% increase in qualified pipeline Unified client view across sales and delivery Faster quote-to-cash cycles Board-ready revenue reporting
Achieve similar outcomes
Start with AI Requirement Analysis. We will map your automation goals to a delivery roadmap after technical assessment.