The Client
BIS is a leading provider of Enterprise Resource Planning (ERP) software solutions targeting mid-to-large-sized organizations, with extensive experience serving the public sector. They sought to strategically expand their footprint across the European market.
The Challenge
An Enterprise Resource Planning (ERP) company needed a streamlined way to manage their outbound sales efforts. Their sales team was manually tracking leads and sending emails and LinkedIn messages, resulting in an inconsistent pipeline and low reply rates.
The sales team was bogged down by administrative tasks, toggling between spreadsheets, email clients, and LinkedIn. Follow-ups were frequently missed, and there was no unified view of prospect engagement across different channels.
Key Issues
- Manual tracking across spreadsheets, email clients, and LinkedIn — no unified pipeline view
- Follow-ups frequently missed; no systematic multi-touch sequence
- Generic cold outreach yielded low reply rates
The Solution
Internal Sheet CRM
Developed an internal CRM pipeline using Google Sheets to centralize prospect tracking and manage all engagement history efficiently.
n8n Automation Engine
Created complex automated playbooks via n8n that parse leads, coordinate multi-touch LinkedIn sequences, and execute flawless email campaigns.
AI Cold Email Openers
Integrated AI to deeply research prospects and dynamically generate highly personalized icebreakers, drastically improving reply rates.
Implementation
Built on Google Sheets and n8n. CRM configured with B2B pipeline stages. AI openers integrated via custom workflow. Full deployment in 60 days.
Results at a glance
3x meetings booked, 23% revenue increase
Manual tracking, missed follow-ups
3x meetings booked with automated sequences
Low reply rates on cold outreach
23% increase in revenue from pipeline
20+ hours/week on admin and manual outreach
20+ hours saved weekly for high-value sales work
Impact
Automated multi-touch sequences ensure every qualified lead receives consistent follow-up. No more dropped prospects.
Revenue increase driven by higher conversion from existing pipeline — same lead volume, better nurturing.
Sales team freed from spreadsheet management and manual email/LinkedIn coordination.
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