Close Deals, Launch Faster: How a Built-In CRM Transforms Opportunities into Projects

In many businesses, the handoff from Sales to Delivery is where time, information—and customer confidence—sometimes gets delayed or lost.

A lead is converted, but then the trouble begins: spreadsheets are exchanged, emails are sent, and someone asks, “Wait, what did we promise the client?”

iBE solves this with one simple advantage: a CRM built into your project workflow.

From Winning to Delivery—In minutes  Rather than Days

Everything works together when your CRM is linked with Sales and Projects:

• A well-organised pipeline carries qualified leads.
• Project workspaces are automatically created as soon as deals are closed
• Timelines, pricing, deliverables, and contacts are carried over without re-entry.

This means that there is no waiting on internal emails. No steps are missed. You can just  take action.

Time saved translates into faster project kickoff and eventually, more satisfied customers.

Your Team and Customers will love it 

• No Handoffs equals to No Delays-  Sales details—like scope, timelines, and pricing—are carried forward automatically. Delivery teams start with full visibility on what was sold.
• Clients Feel the Momentum -Projects launch faster, kickoff meetings happen sooner, and customers feel confident they chose the right partner.
• Fewer Internal Miscommunications- Comments, files, and updates from the sales cycle are already in the project—no more chasing down the information.

An integrated CRM helps to turn leads into live projects without missing a beat. This means teams can immediately focus on business outcomes.

With iBE’s built-in CRM and sales workflow, your team delivers faster—and your customers feel it from day one.

Categorised in: CRM, iBE.net

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