Improve sales planning efficiency with CRM for small business
AIM Internet achieved CRM sales planning time reduction by using popcorn CRM to streamline how they plan and manage sales activity. This helped the team reduce time spent on planning while improving visibility across the sales pipeline.
The Business
AIM Internet is a growing digital business, managing multiple leads, conversations, and opportunities at any one time.
As the business developed, the need for a clearer sales process became more important. Without it, planning became slower, and keeping track of the customer journey became harder.
Problem – The Sales Gap
As the business grew, so did the challenge of keeping track of sales activity.
Sales conversations were taking place and new opportunities were coming in, but the process lacked the visibility needed to manage everything efficiently.
The team faced several challenges:
- Sales information spread across different places
- Limited visibility of the customer journey
Time-consuming planning and reporting - Difficulty seeing what was happening across opportunities
Instead of focusing on moving prospects forward, valuable time was being spent piecing information together and understanding the status of each opportunity. AIM Internet needed a simpler way to gain visibility and keep their sales process organised.
…all our different leads from our marketing activities are now joined up, giving our team visibility.
“popcorn gives me sanity; it helps me to plan all my sales activity and is my safety net!”
Sarah Whitticase – Sales Director, AIM Internet
Solution – Simple, Visual CRM
Rather than introducing additional systems or adding complexity, AIM Internet chose to simplify their sales process with popcorn CRM.
By bringing opportunities into one central place, the team gained a clearer view of their sales activity and customer journey.
popcorn CRM helped them to:
- View every sales opportunity in a visual pipeline
- Keep customer information organised in one place
- Gain better visibility of the sales process
- Prioritise activities and next steps more effectively
With a structured process and improved visibility, the team could spend less time searching for information and more time focusing on progressing opportunities and supporting customers.
75%
Reduction in Sales Planning Time
What Changed – Behaviour Shift
With greater visibility and a more structured sales process, AIM Internet was able to work more efficiently and confidently.
The improvements included:
- A clear view of every opportunity in the pipeline
- Faster and more effective sales planning
- Better visibility of customer activity and progress
- More time spent progressing opportunities rather than searching for information
This CRM sales planning time reduction allowed the team to spend less time preparing reports and more time focusing on active opportunities.
2.5 Hours
Saved every single day
Results – Real Impact
The improvements delivered immediate benefits for the team:
- Sales planning time reduced by 2.5 hours
- Faster decision-making with better visibility
- More consistent follow-up across opportunities
- More time focused on selling
The CRM sales planning time reduction resulted in faster planning, improved focus, and more efficient use of sales time overall.
Leads don’t go cold. Follow-up stops.
Simon Washbrook – popcorn CRM
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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.
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