Supporting Sales Ops with Complex Projects
Served as an extension of the internal sales ops team, supporting complex projects. Implemented lead scoring, marketing integrations, lead assignment, account structure changes, and quoting improvements.
“It is a pleasure to recommend the NBSE team, with whom I had a great experience working for over three years. During all these years, I worked with Vitali and a big chunk of the NBSE team and I always had great support – they took the problem, owned it, figured out the solution, and got it delivered.”
Caroline Cardoso Guimarães
Director of Data, Business Intelligence and CRM, Pipefy
Challenge
Pipefy faced multiple operational and systems-related challenges across its sales and marketing functions, including lead scoring, lead routing, quoting processes, and CRM integration. These issues needed to be resolved efficiently across tools and stakeholders.
Tools & Systems
Solution
Lead Assignment & Scoring Frameworks
Designed and deployed robust lead assignment logic and lead scoring frameworks that improved lead quality and routing efficiency across the sales organization.
Platform Integrations
Integrated Salesforce with both Marketo and HubSpot to create seamless data flow between marketing automation and CRM systems, eliminating data silos and manual workarounds.
Sales-Marketing Alignment
Optimized quoting processes and established clear sales-marketing handoff procedures to improve conversion rates and reduce deal cycle time.
Key Results
Deployed robust lead assignment and scoring frameworks
Integrated Salesforce with both Marketo and HubSpot
Streamlined quoting processes and sales-marketing alignment
Became a trusted long-term partner embedded across go-to-market teams