From 8% to 23% close rate
Nexus Tech
Services
CRM · Sales process · Paid Ads
Period
60 days
Segmento
B2B / SaaS · Management software
Result
From 8% to 23% close rate
Context
Nexus Tech is a B2B software company with 5 salespeople and an average ticket of R$ 2,500/month. They generated an average of 80 qualified leads per month via inbound and outbound, but the close rate was only 8%.
Challenge
Salespeople had no standardized process. Each did follow-up their own way, there was no defined cadence, and loss reasons were never recorded. The CRM existed but was disorganized — a glorified spreadsheet.
What was done
We restructured the CRM with a 5-stage pipeline and clear advancement criteria, implemented D0/D1/D3/D7 + break-up follow-up cadence, created qualification scripts and standardized loss reason recording.
Implementation timeline
Week 1
Sales process diagnostic
Week 2
CRM and pipeline restructuring
Week 3
Cadences, scripts and training
Week 4+
Weekly governance and optimization
Result
Nexus's sales process didn't exist — it was every rep for themselves. Veritatem brought structure, cadence and data. Today we know exactly where each deal is and why we lost the ones we lost.
Rafael Mendes
Head of Sales · Nexus Tech