Case Study: Leading Indicator Systems achieves improved pipeline management and enhanced client service with Sage CRM

Sage software keeps Leading Indicator Systems on track

Leading Indicator Systems (LIS), a Lexington, MA–based provider of workforce survey and performance‑measurement solutions, was experiencing rapid growth but lacked a standardized way to manage contacts and sales activities. Employees tracked information in separate systems, making sharing slow and inefficient; LIS needed a hosted CRM that offered instant deployment, minimal upfront cost, real‑time companywide access, and better control of its sales and marketing pipeline.

LIS implemented Sage CRM, a highly customizable, web‑based solution with visual pipeline displays and easy campaign tracking. The hosted system was live almost immediately, streamlined sales and marketing processes, and gave teams a single, actionable view of opportunities—resulting in improved pipeline management and enhanced client service at a lower cost than comparable on‑site CRM packages.

Leading Indicator Systems

Kelly Wennik

Business Development Manager