Case Study: Elite SEM achieves a 100% updated sales pipeline with Prialto

What is it like to have a 100% updated opportunity pipeline

Elite SEM, a performance-driven digital marketing agency, needed a better way to manage its sales pipeline and keep opportunities organized and current. The company had been relying on scattered Google docs, making it difficult for leadership to stay aligned and for the team to maintain a 100% updated opportunity pipeline. Elite SEM partnered with Prialto for pipeline management support using Salesforce and ongoing CRM process help.

Prialto optimized Elite SEM’s Salesforce setup, migrated sales data, and created a consistent pipeline management process with documented best practices and recurring support. As a result, Prialto keeps Elite SEM’s pipeline 100% updated, deploys 2 Prialto Units to support the process, and creates over 100 hours each month for the sales team. The improved visibility also helped finance make better projections and gave HR/Recruiting a more up-to-date view of business needs.

Elite SEM

Zach Morrison

Vice President