SaaS (B2B)
Increased Qualified Lead Conversion by 92% in 8 Weeks
Read Case Study
B2B Services
Reduced Sales Cycle Time by 41% Through Workflow Automation
Growth-stage
Revenue Operations Automation & Process Optimization
10 weeks
41%
reduction in average sales cycle length
33%
increase in opportunity-to-close conversion
60%
reduction in internal handoff delays
100%
visibility into deal stage bottlenecks
Customer Info
The client is a B2B services company serving mid-market and enterprise customers. Their sales process involved multiple stakeholders, custom proposals, and manual internal approvals, which caused frequent delays and deal stagnation.
Overview
While the client had strong demand and a capable sales team, deals were taking too long to close. Opportunities frequently stalled due to unclear next steps, delayed internal handoffs, and manual coordination between sales, delivery, and leadership teams.
Spartan Labs was engaged to restructure and automate the sales workflow, ensuring every deal moved forward with clear ownership, timelines, and accountability.
Within 10 weeks, the client significantly shortened their sales cycle and improved close rates.
Engagement Type
- Revenue Operations Strategy
- Sales Workflow Automation
- Deal Stage Optimization
- Internal Process Automation
- Reporting & Funnel Analytics
Tools & Technologies
- CRM Platform (Sales & Deal Pipelines)
- Workflow Automation Engine
- Internal Notification & Alert Systems
- Analytics Dashboards
The Challenge
The client faced systemic process issues:
- Deals stuck in stages with no clear next action
- Manual internal approvals, causing long delays
- Poor handoff between sales and delivery teams
- No visibility into where or why deals stalled
- Inconsistent sales processes across team members
These inefficiencies increased deal risk and reduced forecasting accuracy.
The Solution
Spartan Labs implemented a structured, automation-driven system:
1) Sales Process Redesign
- Re-defined deal stages with clear entry/exit criteria
- Standardized sales workflows across the team
2) Automated Task & Approval Flows
- Automatic task creation for each deal stage
- Trigger-based internal approvals and notifications
- Escalations for stalled deals
3) Deal Progression Automation
- Auto-updating deal stages based on actions taken
- Required checkpoints before moving deals forward
4) Internal Handoff Automation
- Structured handoff workflows between sales and delivery
- Automated documentation and context sharing
5) Reporting & Insights
- Dashboards showing deal velocity and stage drop-offs
- Alerts for deals at risk of stagnation
The Impact
Post-implementation results included:
- 41% faster sales cycles, driven by clear workflows and accountability
- 33% higher close rates, due to reduced friction and better follow-through
- 60% fewer internal delays, thanks to automated handoffs and approvals
- Improved forecasting accuracy, with real-time pipeline insights
- Consistent sales execution across the team
Client Feedback
“Spartan Labs helped us uncover and fix process issues we didn't even realize were slowing us down. Our deals now move with far more clarity and speed.”
Director of Sales
B2B Services Company
Want Similar Results?
If your sales cycles are too long or deals frequently stall, Spartan Labs can help you build automated workflows that accelerate revenue.