Challenge
The sales team was working hard — but without a centralized, intuitive tool, information was scattered and tracking opportunities was a challenge. Decision-makers needed a clear view of the sales pipeline to predict revenue and plan production. Sales reps needed something simple and reliable that would make their job easier — regardless of how comfortable they were with technology.
Off-the-shelf CRMs were either too complex or lacked the industry-specific features Équipement Capital required. The company needed a tailor-made solution that combined ease of use, mobility, and actionable insights in one place.
Solution
Ascencia Solutions designed and built a custom, responsive CRM application optimized for both mobile and tablet use.
The app was created around the company’s exact sales process, ensuring it felt intuitive and natural from day one.
Key features included:
- Automatic sales reminders to keep opportunities moving.
- Custom notes and collaboration tools so team members could easily share updates inside an opportunity.
- Integrated pipeline dashboard with live visibility on all active deals.
- Opportunity status indicators to quickly identify stalled or closed deals.
The result was a unified platform that streamlined the entire sales workflow and empowered both management and sales reps to stay aligned.
Results
Adoption was immediate — even the most tech-resistant team members embraced the new tool. The interface was simple, fast, and adapted seamlessly to daily routines.
For management, the impact was clear:
- Accurate sales forecasting enabled confident production planning.
- Real-time visibility into the sales pipeline improved strategic decisions.
- Enhanced collaboration strengthened alignment between sales and leadership teams.
Today, the company’s sales process runs smoother, opportunities are easier to track, and decision-makers have a clear, live picture of performance at all times.
