Optimizing CRM Management for Melonn
Melonn, a leader in e-commerce fulfillment, faced a critical challenge concerning the management of its HubSpot CRM pipeline. Updates to active opportunities weren’t happening consistently, which prevented them from having accurate reports and reliable revenue forecasts. This meant managers had to do extra work to remind sales representatives to keep their data up-to-date. Moreover, they were reporting inaccurate forecasts to the board, which resulted in constant updates and unnecessary friction.