CRM consulting for IT services & ITES

    Complex B2B deals with clear pipeline discipline.

    Challenges we hear

    • Long sales cycles with weak forecast accuracy
    • Multiple stakeholders per account poorly tracked
    • Project handoff from sales to delivery is lossy

    Outcomes with CloudXD

    • Multi-stage enterprise pipelines with forecasting
    • Account maps and stakeholder tracking
    • Smooth sales-to-delivery handover checklists

    Workflows we implement

    Step 1

    Qualification

    Step 2

    Proposal & negotiation

    Step 3

    Handover to delivery