CRM automation and lifecycle marketing for a B2B supplier
Orbit shortened its sales cycle by more than a third by automating the manual middle of its quoting process.
-38%
Sales cycle
6 days → 4 hrs
Quote turnaround
+94%
Qualified opportunities
160
Hours saved monthly
The challenge
Quotes were assembled by hand from three systems. Average turnaround was six days, by which point buyers had already received competing proposals.
What we did
- Mapped the full quote-to-order workflow and quantified every manual step
- Automated data enrichment, pricing lookup and quote generation
- Built lifecycle nurture sequences segmented by product line
- Instrumented pipeline reporting for the sales leadership team
“We did not need more leads. We needed to stop losing the ones we had to our own paperwork.”
Tomás Herrera
Commercial Director, Orbit Manufacturing
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