Appsmith was struggling with inefficient sales operations that hindered growth across their dual PLG and enterprise sales motions. 



Their teams battled manual data entry, territory assignment issues, and lacked full-funnel visibility from lead generation to cash realization. 


Without a centralized system for real-time updates, Account Executives were often assigned the wrong deals, and valuable PLG opportunities went untapped. 



This is where Clientell stepped in.

Use case 1: Automate Inbound Scheduling

Within weeks of adopting Clientell, Appsmith implemented advanced reporting and territory optimization.

• Real-time analytics dashboard aggregating data from multiple systems
Custom reports for Net New ARR and quarter-wise pipeline visibility.
• Geospatial data processing for precise territory assignments.
• Dynamic routing of accounts to the right Account Executives based on historic conversion trends.
• Automated match rules to eliminate misassignments

Use case 2: End-to-End Sales Process Automation

Appsmith leveraged Clientell to transform their entire lead-to-cash workflow


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Process Automation:

• Custom Lightning components with dynamic, context-aware interfaces.
• Automated validation rules to eliminate manual data entry errors.
• Conditional formatting based on opportunity stage criteria.
• Streamlined segmentation for both PLG and enterprise motions.

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‍Centralized Communication:

• Real-time notifications for pipeline shifts and deal movements.
• Automated task generation based on deal stage transitions.
• Cross-channel updates ensuring team alignment.
• Instant visibility into critical updates across both sales motions.

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By implementing Clientell's solutions, Appsmith transformed their sales operations without expensive customizations or additional headcount. 


The streamlined processes eliminated territory confusion and manual errors while giving leadership complete pipeline visibility across both PLG and enterprise sales motions.