Case 06 / 10Tech Solution

Solstice Bank

Three sales tools, one pipeline — and no lead left behind.

A ground-up CRM and lead-scoring rebuild that cut follow-up time and unified three disconnected sales tools.

Industry: Fintech
Year: 2026
Timeline: 12 weeks
Team: 6 engineers

Get results like this See the approach

0→1: Tools consolidated
0%: Faster first follow-up
0%: Leads auto-scored
0+: Reps trained

The brief

What we were up against.

The sales team was working across three disconnected tools, with leads falling through the cracks between them.

CRMMarketing Automation3 regional teams

Goals

One source of truth for every lead

Score and route leads automatically, in minutes

A system reps actually open every day

Our approach

4 moves from brief to launch.

Step 01Weeks 1–2

Workflow audit across sales and marketing

Shadowed reps across three teams to see where leads were really getting lost.

You get

Workflow map and data audit

Step 02Weeks 3–8

Custom CRM build with a unified lead pipeline

CRM configured around one pipeline with clean data migration from all three tools.

You get

Unified CRM and migrated data

Step 03Weeks 7–10

Automated lead scoring and follow-up sequencing

Scoring model and follow-up sequences triggered by behaviour, not guesswork.

You get

Lead scoring and automations

Step 04Weeks 10–12

Team training and phased rollout

Team-by-team rollout with hands-on training and a feedback loop.

You get

Trained teams and support runbook

The shift

Before us. After us.

Sales tools

Before

3 disconnected

After

1 CRM

First follow-up

Before

Next day, if at all

After

Within the hour

Lead ownership

Before

Unclear

After

Auto-routed

Key insight

Adoption is the feature.

Reps ignored fields they didn't need. Cutting the lead form from 22 fields to 7 did more for data quality than any validation rule.

The outcome

Consolidated three tools into one system the team actually uses daily.

We spent the first two weeks watching reps work. The software was the easy part after that.

Solutions Architect, Branding Crown

What we delivered

Workflow auditCRM buildData migrationLead scoringAutomated sequencesTraining programWorkflow auditCRM buildData migrationLead scoringAutomated sequencesTraining program

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