Pixis hit a wall. Their Salesforce instance, riddled with manual workarounds and broken automations, was dragging them down. Sales reps spent more time wrestling with data entry than closing deals.
Marketing teams, unable to track campaign ROI, were guessing at what worked. Leadership, starved of reliable data, relied on instinct over insight.
They tried the usual fixes—more admins, pricey consultants—but the problems persisted. Costs climbed, sales cycles stretched, and leads vanished into the cracks. Pixis didn’t need another patch; they needed a radical, scalable overhaul to fuel their explosive growth.
Use Case 1: Automate Inbound Scheduling
Within weeks of engaging Clientell AI, Pixis deployed a hybrid solution of seasoned Salesforce experts armed with AI-powered tools that transformed their CRM experience.
Clientell's unique approach combined human expertise with AI efficiency:
- Data cleanup and organization: Eliminated duplicate records and standardized data structures
- Intelligent lead routing: Implemented rules to route leads to the right reps instantly
- Custom executive dashboards: Delivered clear, real-time performance insights
- Strategic integrations: Connected Salesforce with HubSpot and ZoomInfo for enriched data
- Process alignment: Synchronized sales and marketing workflows to eliminate redundancies
- Hands-on training: Ensured Pixis's team could leverage the optimized system
Use Case 2: Continuous CRM Evolution
After establishing a solid foundation, Clientell implemented a continuous improvement cycle that maintained peak performance as Pixis scaled:
- AI-powered monitoring identified workflow bottlenecks before they impacted performance
- Regular system health checks prevented technical debt from accumulating
- Automated data quality management maintained the integrity of customer records
- Customized reports evolved with changing business requirements
- New feature implementations were seamlessly integrated into existing workflows
Clientell turned Pixis’s Salesforce from a liability into a strategic weapon. Sales reps, liberated from admin drudgery, zeroed in on closing deals.
Marketers gained pinpoint visibility into campaign performance, optimizing every spend. Leadership swapped guesswork for data-driven confidence. The proof is in the numbers:
