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Northwind CRM
Sales pipeline automation with email drip campaigns and lead scoring for B2B SaaS.
Client
Northwind Co
B2B SaaS Sales
Services
Automation · Lead Scoring · Email Sequences
Timeline
4 weeks
+38% close rate
Results
+38%
Close rate
−54%
Time on admin
8 min
Avg response time
+128%
Pipeline value
The challenge
Northwind's reps were spending 60% of their day on data entry and follow-ups. Leads were going cold because of inconsistent touchpoints.
Our solution
Implemented a lead-scoring model based on activity + firmographics, built a 12-step automated email sequence triggered by score thresholds, and connected Slack alerts for hot leads.
Gallery
"Optivize automated the boring half of our jobs so we could focus on closing. Our quota attainment went from 60% to 96%."
Sandeep Iyer · VP Sales, Northwind
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