Ledwell's sales team got a CRM built around how it sells, in eight weeks.
We built accounts, opportunities and notes into one workspace with Ledwell's own stages and reports. Requested changes usually shipped the same day.
Kickoff to production took eight weeks.
A past attempt at a homegrown CRM had moved too slowly, so speed was the test.
| From | To | Weeks |
|---|---|---|
| Formal kickoff | First production release | 8 |
Accounts, opportunities and follow-up now sit in one sales workspace.
Account workspace
People, companies, history and follow-up for each customer.
Opportunity tracking
Stages, sources, filters and reports that match Ledwell's process.
Quick notes
Salespeople log customer activity fast, without extra admin.
Feedback button
Anyone can report a bug or ask for a change from inside the CRM.
A request from the sales team usually shipped the same day.
- 01Salesperson uses the CRM · Sales team
- 02Asks for a change · Sales team
- 03Request received · Runpoint
- 04Change built · Runpoint
- 05In use, usually same day · Sales team
The CRM had to fit how Ledwell already sells.
- 01
Fit the sales process
Sales, marketing and IT shaped the first release around how Ledwell works.
- 02
Move at feedback speed
Several requests could come in one day, and most shipped that day.
- 03
Launch with the team
Salespeople tested it before launch and helped refine it.
“Runpoint was able to take on multiple requests for changes each day and turn them around...usually the same day. It was very impressive.”
What would your sales team change first?
Tell us how your team sells today and where the tools get in the way. We'll say what a better fit would take.