How Eleva streamlined complex sales processes and improved efficiency with Salesmate
By centralizing leads and simplifying its sales process, Eleva boosted team efficiency, accelerated follow-ups, and enhanced client experiences.
How Eleva streamlined complex sales processes and improved efficiency with Salesmate
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About Eleva
Eleva is a leading IT consultancy specializing in cloud technologies and custom software development. They work with businesses to build secure and functional cloud environments and develop tailored software solutions. As a consultancy, Eleva’s sales process is highly customized, requiring deep understanding of each client’s unique needs. With a growing sales team and an increasingly complex sales process, Eleva needed a solution that could help them organize client data, streamline workflows, and maintain traction throughout their lengthy sales cycles. That’s when they turned to Salesmate CRM.
Key features used
Kanban boards, Pipeline management, Sales automation, Reporting & Dashboards
Industry
IT consulting & custom software development
Location
Italy
Results
Enhanced sales process visibility, streamlined communication, and time savings across the sales team.
Salesmate was simple, easy to adopt, and easy to configure. It gave us a clear overview of our sales process and helped us save time every day.
The challenge: Managing a complex sales process with limited visibility
Before using Salesmate, Eleva faced two key challenges:
1. Disorganized customer data
As a consultancy providing tailored solutions, Eleva needed a centralized system to organize their leads and customer information. Without a CRM, they struggled to track interactions, understand their clients' history, and manage data collaboratively within their sales team.
“We had no organized database. It was hard to know who followed up, what products a customer was interested in, or where we stood in the sales cycle,” Luca explained.
2. Maintaining momentum in a complex sales cycle
Eleva’s sales process involves multiple stakeholders, deep internal analysis, and customized proposals. Often, it was unclear where a deal stood or what the next step should be. They needed a tool to provide visibility and reminders to ensure nothing was missed.
We work on complex sales projects that take time. Salesmate helped us maintain traction, reminding the team of priorities and next steps, - said Luca
The solution: Salesmate – Bringing simplicity and clarity to Eleva’s sales process
After evaluating several CRM solutions—including Zoho and HubSpot—Eleva chose Salesmate for its intuitive user experience and easy configuration. Salesmate’s flexible structure allowed Eleva to adapt the platform to their unique sales process without complexity.
User-friendly interface & easy adoption
Salesmate’s intuitive design made onboarding quick and smooth. One team member had prior experience with Salesmate, helping them configure the system quickly and efficiently.
Salesmate’s simplicity in day-to-day activities and its user-friendly dashboards were key reasons we chose it, - Luca noted
Kanban boards for visual sales pipeline management
Eleva was already familiar with Kanban-style project management using Trello. Salesmate’s customizable Kanban boards offered a familiar interface for managing their sales pipeline, helping the team visualize each deal’s progress and next steps.
Having the same look and feel as Kanban boards made it easier for our team to adopt Salesmate and manage opportunities effectively, - said Luca.
Centralized lead and opportunity tracking
Salesmate provided Eleva with a structured, centralized database. They could now track every customer interaction and understand where each deal stood in real time—whether waiting on internal analysis or a client response.
Sales automation and reminders
With automated tasks and reminders, Salesmate ensured Eleva’s team stayed on top of their opportunities, even during lengthy sales cycles involving multiple stakeholders.
Now we don’t lose sight of where we are in the sales process. Salesmate keeps us on track, - Luca shared.
The results: Greater efficiency and time savings across the sales team
By implementing Salesmate, Eleva achieved:
Time savings
Each team member now saves 5-10 minutes per day on administrative tasks—adding up to significant time savings across their growing sales team.
Clear sales process visibility
The team has a clearer understanding of every opportunity and can easily track and prioritize tasks, improving overall efficiency.
Improved collaboration
Salesmate made it easier for Eleva’s sales team to collaborate and share information, even as they scaled from two to five salespeople.
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Salesmate didn’t just help us streamline operations—it helped us scale our sales team and support future growth, - Luca explained.
Salesmate’s support: Responsive and helpful at every step
Eleva appreciated Salesmate’s responsive customer support and ongoing product improvements. Whether through live chat, email, or calls, the Salesmate support team was always available to answer questions and offer guidance.
Salesmate’s support team has been incredibly responsive. They’ve helped us with configurations and informed us about new features that enhance our processes, - said Luca.
Next step: Continuing to grow with Salesmate
As Eleva expands its consulting services and scales its operations, Salesmate remains a critical part of their strategy. Eleva plans to deepen its reporting and business intelligence capabilities to gain even more insights and improve decision-making.