Driving Revenue Visibility & Sales Efficiency with monday CRM
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Driving Revenue Visibility & Sales Efficiency with monday CRM

Transfunnel helped a leading B2B organization overcome CRM inefficiencies by redesigning processes and implementing a centralized, automation-driven CRM. The solution ensured accurate data, automated lead capture, and unified communication and reporting across teams. As a result, internal productivity improved significantly, customer engagements became more personalized, and support teams operated with greater efficiency and visibility

25–30%

Improvement in lead
response time

15–20%

Improvement in lead-to-opportunity conversion rates

Enabling Scalable CRM Operations

A growing B2B organization with a distributed sales team operating across inbound and outbound channels. The client was scaling rapidly but lacked a structured CRM system to manage leads, opportunities, and customer engagement across marketing and telephony platforms.

Challenges

The client’s sales operations were constrained by fragmented systems and manual processes.

Key challenges included:

  • 60–70% of lead tracking managed via spreadsheets, resulting in data duplication and missed follow-ups
  • No single source of truth for leads, accounts, and opportunities across sales and marketing
  • 20–30% lead leakage due to lack of ownership clarity and inconsistent follow-up processes
  • Limited visibility into pipeline health, conversion rates, and sales performance metrics
  • Disconnected marketing and telephony tools, preventing tracking of lead sources, call activity, and engagement history
  • Manual reporting consuming 30–40% of sales managers’ time, delaying decision-making

Solution Proposed

We designed and implemented a scalable monday CRM ecosystem aligned to the client’s sales motion and growth objectives.

Strategic Implementation Approach

  1. Sales Process Design & CRM Structuring
    • Defined lead qualification criteria and standardized deal stages
    • Implemented structured boards for Leads, Accounts, Opportunities, and Activities
    • Established clear ownership and SLA-driven follow-up workflows
  2. Marketing Integration & Lead Management
    • Integrated monday CRM with marketing automation tools (e.g., HubSpot, Meta Ads, Google Ads, LinkedIn Lead Forms)
    • Automated lead capture, source attribution, and campaign-level tracking
    • Enabled real-time visibility into lead source, campaign ROI, and funnel conversion metrics
  3. Telephony Integration & Sales Productivity
    • Integrated cloud telephony tools (Aircall) with monday CRM
    • Enabled automatic call logging, call disposition, and activity tracking against leads and deals
    • Implemented click-to-call and call outcome-based automation for next-step actions
  4. Automation & Customization
    • Built custom automations for lead assignment, follow-up reminders, and stage transitions
    • Configured approval workflows for discounts and deal closures
    • Designed role-based views for sales reps, managers, and leadership
  5. Dashboards & Revenue Reporting
    • Created executive dashboards for pipeline value, conversion rates, and forecast accuracy
    • Enabled real-time tracking of sales activities, call performance, and deal velocity

Key Features & Capabilities Delivered

  • Lead-to-Opportunity Lifecycle Management
  • Marketing Source & Campaign Attribution
  • Telephony Call Logging & Click-to-Call
  • Automated Lead Assignment & SLAs
  • Pipeline Forecasting & Deal Velocity Tracking
  • Sales Activity & Performance Dashboards
  • Custom Integrations with Marketing & Telephony Tools

Quantitative Outcomes

Within 90 days of implementation, the client achieved:

  • 30–35% reduction in lead leakage through structured ownership and automated follow-ups
  • 25–30% improvement in lead response time, driven by telephony and automation
  • 20–25% increase in sales productivity, with reduced manual data entry
  • 15–20% improvement in lead-to-opportunity conversion rates
  • 40% reduction in reporting effort for sales managers
  • 95% CRM adoption across sales and marketing teams

Business Impact

  • Established monday CRM as the central revenue operating system
  • Improved alignment between sales and marketing teams
  • Enabled leadership with real-time pipeline visibility and forecast confidence
  • Created a scalable CRM foundation to support future growth and expansion

Conclusion

By implementing monday CRM with deep integrations across marketing and telephony systems, the client successfully transitioned from reactive, spreadsheet-driven sales operations to a data-driven, automated, and scalable revenue engine. The solution empowered teams to focus on selling while providing leadership with actionable insights to drive growth.

"The CRM implementation was well-structured and aligned with our business needs. The team helped streamline our processes, improve data accuracy, and provided clear visibility across our sales and customer workflows. Adoption across teams has been smooth, and the system is already delivering measurable value"

Karun Pahwa,

Founder's Office