Case Study: PPL Labs achieves streamlined sales operations and time savings with Close CRM

PPL Labs - Customer Case Study

PPL Labs, a customer-focused sales consultancy, needed a way to validate what customers would buy before building new features and to scale a growing sales team without losing focus on high-value activities. Their previous CRM, Highrise, fell short on deal tracking, reporting, and email, and they wanted to automate early-stage processes, organize campaigns and territories, and free reps to coach customers and gather feedback.

By adopting Close, PPL set follow-ups and demos with calendar sync, centralized phone and email correspondence, and used custom fields to sort campaigns and territories, while relying on Close’s flexibility and support. The outcome: time saved in early-stage outreach, better organization for a growing team, stronger relationship management later in the funnel, and more capacity for coaching, testimonials, and creating the “Aha!” moments that drive adoption.

PPL Labs