The Before
Sales and delivery worked from separate spreadsheets, making handovers slow and manual. The setup wasted time, limited collaboration and made it hard for either team to see the full picture across opportunities, customers and live projects.
The After
We implemented Sales Cloud as a single platform for both teams, automated the sales-to-delivery handover and added project management, reporting, historical data, calendar and email synchronisation. The interface was tailored to complex business needs.
The Results
Intoo moved away from unstable, over-complex spreadsheets. Sales and delivery now share real-time insight into customers, opportunities and projects, helping teams respond faster, work together more effectively and build stronger client relationships.
