Context
Activity capture was manual and deal stages aspirational, so forecast reviews argued about data rather than deals.
Constraints
No rip-and-replace of the incumbent CRM during a live fiscal year. EMEA territory data had to stay in-region.
What we built
Xelec Revenue alongside the incumbent with two-way sync, automatic activity capture, call summarisation, and deal-risk scoring that shows its reasons.
Outcome
Administrative time per seller dropped over six hours weekly, forecast accuracy improved roughly 18 points, and quarter-end cleanup disappeared.
Illustrative engagement pattern. Client identity withheld; figures are representative, not audited.