Back to customersVertexa
PROFESSIONAL SERVICESINFYNEX CRM

How Vertexa now forecasts revenue within 4% every quarter

A fast-growing consultancy replaced spreadsheets and a legacy CRM with Infynex CRM - and finally trusts its forecast.

±4%
forecast accuracy
2x
pipeline coverage
35%
shorter sales cycle
100%
rep adoption

◆ THE CHALLENGE

A forecast nobody trusted

Vertexa's reps kept deals in personal spreadsheets and only updated the old CRM before reviews. Quarter-end surprises were normal.

  • Duplicate accounts and stale deals
  • Forecasts off by 20% or more
  • Hours of manual reporting every week

◆ THE SOLUTION

One pipeline everyone works from

  1. 01CleanDuplicate accounts merged and old deals closed.
  2. 02SimplifyDeal forms cut to the five fields that matter.
  3. 03ReviewWeekly reviews run from one shared dashboard.

Email and calendar sync log activity automatically, so reps spend their time selling, not updating records.

“Our reps actually like using the CRM now. That is the whole reason the forecast works.”
James Carter, VP Sales at Vertexa

◆ THE RESULTS

A forecast you can plan on

Vertexa has forecast within 4% for six straight quarters and doubled its pipeline coverage.

Products in this story:Infynex CRM

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