CRM & Sales Pipeline for Financial Services
Complete overhaul of the sales system: From Excel spreadsheets to a structured CRM with automated pipeline, lead scoring, and real-time reporting.
Starting Point
The client managed over 2,000 leads in various Excel spreadsheets. Follow-ups were lost, there was no pipeline overview, and the team worked without unified processes. The closing rate was below 8%.
What We Built
We built a custom CRM system with automated lead routing, an intelligent scoring model, and a visual pipeline. We added automated follow-up sequences and a real-time dashboard for management.
Result
Within 8 weeks, the closing rate increased from 8% to 12.8% — a 60% improvement. Average processing time per lead decreased by 45%, and no follow-up is lost anymore.
Technologies Used
BIS completely rebuilt our sales system. Finally, we have a clear overview of all leads and can follow up systematically.
Michael S.
Managing Director, Financial Advisory
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