Context
Activity capture was manual, deal stages were aspirational, and forecast reviews consumed leadership time arguing about data rather than deals.
Constraints
The team refused a rip-and-replace of the incumbent CRM during a live fiscal year. EMEA territory data had to remain in-region.
What we built
Xelec Revenue running alongside the incumbent with two-way sync, automatic activity capture, call summarisation, and deal-risk scoring that shows its reasons. Regional data separation for the EMEA team.
Outcome
Administrative time per seller dropped by more than six hours weekly. Forecast accuracy improved by roughly 18 points against submitted commit. Quarter-end data cleanup effectively disappeared.
Illustrative engagement pattern. Client identity withheld; figures are representative, not audited.