Northwind Traders is a B2B wholesale distribution company with 180 employees and $45M in annual revenue. Our sales team consists of 22 field representatives, 4 regional managers, and 6 inside sales reps across 3 US offices.

We currently use a combination of Outlook and Excel spreadsheets for sales tracking. Our sales cycle ranges from 2-8 weeks for standard accounts with an average deal size of $18,000. We process approximately 400 leads per month and close 45 deals monthly.

Key pain points: No visibility into pipeline health, manual forecasting, lost follow-ups, and no centralized customer communication history.