Customertimes struggled with pipeline visibility and accurate forecasting. Despite using Salesforce, key sales information lived in spreadsheets, manual notes, and disconnected systems, making it difficult to run efficient, insight-driven pipeline meetings.
Disorganized sales data
Sales activity was scattered across tools and spreadsheets. Standard CRM reports couldn’t answer critical questions. This lack of clarity slowed decision-making and made pipeline reviews inefficient.
Lack of visibility into deal activity and progression
Sales leaders often had to speak directly with reps just to understand what was happening with a deal. Standard CRM reporting was too limited to show real movement or identify where deals were stalling.
Inefficient, time-consuming internal reporting
Preparing pipeline reports and coordinating internal updates required significant manual effort—time the team wanted to redirect toward customers and outcomes instead of internal administration.
Forecasting without insight
Forecasts relied heavily on gut feeling and inconsistent rep input. It was difficult to diagnose changes, identify risks, or understand which deals actually affected revenue projections.
With Automated Activity Capture, all email and meeting data synced automatically from Outlook and Salesforce, giving leaders a real-time, objective view of deal progress. Reporting moved entirely into Revenue Grid dashboards, enabling pipeline meetings to run without preparation and allowing instant drill-downs into deal and team performance. Activity analytics clarified how reps spent their time, while Forecasting and Signals introduced a structured, data-driven forecasting process with early risk detection.
Customertimes reduced prep time, improved forecasting, and drove faster, more focused deal progression.
Shorter prep time, more productive meetings
CustomerTimes reduced the time spent preparing and running pipeline calls by 30-40%, freeing sales leaders to focus on strategy and coaching.
Faster deal progression through improved clarity
With clear visibility and less time spent figuring out next steps, the team could focus on the most important deals—accelerating how quickly opportunities moved through the pipeline.
Improved forecasting accuracy
Predictive signals and structured cadence turned forecasting into a reliable, insight-driven process. Risks are spotted earlier, and quota planning is more precise.
Higher win probability through better pipeline management
Accurate, real-time tracking improved how Customertimes managed its pipeline, increasing the overall likelihood of bringing deals across the finish line.
Revenue Grid helps us save 30–40% of the time we used to spend preparing pipeline reports and tracking deals, so we can focus on our customers and driving outcomes.
– Konstantin Perederiy, Sales Leader at Customertimes