About the client
The client is an international group offering engineering solutions to design, develop, manufacture, and test aero-engine components, and airframes for the defense market.
Client challenges
The client faced slow opportunity management and approval processes, limited user engagement, and inefficiencies that delayed deal closures and hindered revenue growth.
Solution
LevelShift implemented automated opportunity management using no-code and low-code tools to streamline sales processes, improve efficiency, and accelerate approvals. The solution included:
- Automated opportunity tasks: Creation, assignments, and notifications were automated to reduce manual effort and improve process efficiency.
- Time-saving approval process: Tasks are auto-assigned to key stakeholders at scheduled intervals for quick validation of sales quotes and opportunities.
Benefits
LevelShift’s redesigned opportunity management enhanced sales efficiency, user engagement, and revenue generation. The benefits include:
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Accelerated revenue generation: Streamlined processes enabled faster deal closures.
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Improved user engagement: Enhanced system usability increased adoption and productivity.
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Faster approvals: Optimized approval workflows boosted team efficiency and overall sales performance.