Sales Intelligence Case Study | Sales Automation
Back to Case StudiesSales Intelligence Hub
Unified view of customer activity combining CRM, billing, support, and product usage.
This Sales AI automation case study explores Sales Intelligence Hub. Tags: Sales, Integration, Reporting, AI Implementation, Retool, HubSpot, Make.com, AI Automation, Workflow Automation.
-18%
Churn Reduction
+22%
Upsell Conversions
Within 7%
Pipeline Forecast Accuracy
Overview
A SaaS company needed a unified view of customer activity combining CRM, billing, support, and product usage. Churn was reduced by 18% and upsell conversions increased by 22%.
Challenges
No single view of account health
Missed upsell opportunities
Churn warnings going unseen
Reps jumping across 5-7 tools
Poor qualification
What We Delivered
Unified sales intelligence warehouse
Feature usage heatmaps
Health scoring model
Forecast engine based on historical activity
Account health and renewal status dashboard
Customer journey timeline with upsell opportunities
Tech Stack
Consolidated data warehouse, CRM, product analytics, billing, support, Feature usage heatmaps, Health scoring, Next.js app
Tags
Results
-18%
Churn Reduction
+22%
Upsell Conversions
Within 7%
Pipeline Forecast Accuracy
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