Improve sales decision-making with CRM for small business

Mindset Experts achieved CRM sales decision intelligence by using popcorn CRM to improve visibility across their sales pipeline and customer activity. This helped the team make faster, more informed sales decisions.

Watch Joe's Video

The Business

Mindset Experts help businesses improve performance through leadership, mindset and behavioural development programmes. Their sales process relies on building relationships, nurturing prospects over time and maintaining consistent communication throughout the customer journey.

Problem – Limited visibility was making sales decisions harder

As the business grew, managing prospect engagement and customer follow-up became increasingly difficult.

The team faced several challenges:

  • Limited visibility across prospect activity
  • Inconsistent follow-up processes
  • Difficulty prioritising warm leads
  • Customer information spread across different systems
  • Too much manual sales administration

Without clear visibility into prospect behaviour, sales decisions were becoming reactive rather than informed.

See How It Works

I can see exactly what’s going on in the customer journey…

“popcorn is really intuitive and I can see exactly what’s going on in the customer journey… it makes me able to make really good business decisions!”

Joe Trodden – Founder & CEO, Mindset Experts

Solution – A CRM designed to make prospect management simpler

Mindset Experts introduced popcorn CRM to bring customer activity, communication and follow-up management into one central system.

By creating a clearer sales process, the team could manage opportunities more consistently and identify engaged prospects earlier.

The business started using:

  • Lead tracking and engagement insights
  • Pipeline management
  • Follow-up reminders
  • Customer activity monitoring

With everything in one place, the team could focus more on building relationships and less on administration.

75%

Reduction in Sales Planning Time

What Changed – Better sales visibility improved follow-up consistency

With greater visibility across the customer journey, Mindset Experts gained a clearer understanding of how prospects were engaging throughout the sales process.

The team could quickly identify buying signals and focus their attention on the right opportunities.

This helped the business:

  • Prioritise warmer prospects
  • Improve follow-up consistency
  • Reduce missed communication
  • Keep sales activity organised
  • Make more confident sales decisions

This CRM sales decision intelligence allowed the team to prioritise the right opportunities and respond more effectively to prospect behaviour.

2.5 Hours

Saved every single day 

Results – More confidence and clarity across the sales process

Since implementing popcorn CRM, Mindset Experts have improved visibility across their sales pipeline while reducing the time spent managing sales activity.

The business now spends less time planning and more time focusing on prospects.

The results included:

  • 75% reduction in sales planning time
  • 2.5 hours saved every day
  • Improved sales decision-making
  • Better follow-up consistency

The CRM sales decision intelligence improved overall decision-making and helped the team focus on the most valuable opportunities.

Visibility creates better sales decisions.

Simon Washbrook – popcorn CRM

Book a Demo

You don’t need more leads.
You need a better way to follow them up

If your follow-up feels a bit hit and miss, you’re not alone.

Most small businesses are sitting on opportunities they don’t even realise they’re losing.

popcorn CRM gives you a simple, visual way to stay on top of every opportunity – without the complexity.

Or if you’d rather explore first:

See How It Works