Case Study: Palantir.net achieves streamlined lead management and sales pipeline visibility with Copper

Palantir.net - Customer Case Study

Palantir.net is a Chicago-based, full‑service web design and development firm with 20+ years of experience building large-scale sites (especially on Drupal) for higher education, healthcare and nonprofit clients. Despite strong inbound lead generation from content, the team struggled with lead management, segmentation across different engagement types (outside sales, inside sales, third‑party support, long‑lead) and had limited visibility—relying on spreadsheets and lacking reliable forecasting or targeted outreach.

Palantir implemented Copper (integrated with MailChimp), set up four tailored pipelines and clear deal stages, and used custom fields and Copper’s report builder to feed a Google Sheets dashboard for company-wide reporting. The result was real‑time clarity into the sales cycle and lead value, better qualification and targeted outreach, improved forecasting and staffing decisions, and measurable performance gains (Inside Sales close rate ~65% vs Outside Sales ~27%), enabling the team to optimize their funnel and prioritize the most valuable opportunities.

Palantir.net

Shawn Smith

Marketing and Communications Lead