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Success stories

Pipelines that were
leaking — now they close.

Three B2B sales teams. Three different problems. One platform that turned stalled pipeline into closed revenue.

Northbridge Industrial

WonManufacturing Sales45 reps

38% of dead leads, brought back to life.

The challenge

Thousands of cold and aging leads were slipping through the cracks with no follow-up, causing significant revenue leakage and a stalled pipeline.

The fix

TrustEdge CRM with Lead Scoring, Automated Cadences, Email & WhatsApp follow-ups, and Pipeline modules

Lead ScoringCadencesEmailWhatsAppPipeline
38%
Cold leads recovered
2.4x
Pipeline coverage
6 days
Onboarding time
★★★★★

TrustEdge re-engaged leads we had written off months ago. Automated cadences alone brought back deals we never thought we'd see again.

Priya RamanVP of Sales

Cloudspire SaaS

ProposalB2B Software80 reps

Quotes that took 3 days now take hours.

The challenge

Quotes were built manually in spreadsheets, taking days to turn around and creating pricing errors that delayed deals and frustrated buyers.

The fix

TrustEdge Quotations + CPQ with approval workflows, templated pricing, and e-signature

QuotationsCPQApprovalsE-Sign
3x
Faster quote turnaround
62%
Fewer pricing errors
1st quarter
ROI achieved
★★★★★

Quote turnaround went from three days to a few hours. Our reps spend time selling instead of wrestling with spreadsheets.

Daniel MathewRevenue Operations Lead

Meridian Distribution

QualifiedChannel + Direct Sales120 reps

One pipeline. Partners and reps, finally aligned.

The challenge

Partner-led and direct sales lived in separate tools, creating channel conflict, duplicate deals, and no single view of the customer.

The fix

TrustEdge multi-tenant CRM unifying partner portal, deal registration, and direct sales pipelines

Partner PortalDeal RegistrationPipelineReporting
100%
Unified pipeline view
44%
Less channel conflict
29%
Faster deal cycles
★★★★★

For the first time our partners and direct reps work from one source of truth. Duplicate deals and finger-pointing are gone.

Anita DesaiHead of Channel Sales

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