IT Training & Services · previously Mixed tools
Kapil IT Solutions: One desk for training enquiries and corporate deals
Retail training enquiries and B2B corporate training deals run as separate pipelines with separate roles inside one CRM.
One platform runs two revenue engines — high-volume retail admissions and high-value corporate deals.
100%
Quotation follow-through
Every proposal gets its automated cadence
-18%
Corporate cycle time
Fewer stalled deals between proposal and negotiation
2 in 1
Pipelines managed
No second tool for the enterprise desk
Before LEMAI
What was going wrong
- Retail and corporate sales shared one inbox and one confusing stage list
- Corporate quotations had no structured follow-up cadence
- Trainers and sales had no shared view of committed batches
What we set up
How we fixed it
Step 01
Two pipelines, one platform
Retail admissions and corporate B2B run distinct stages, owners and stage scores.
Step 02
Quotation follow-up sequences
Automations chase quotations at day 2, 5 and 10 with email plus WhatsApp templates.
Step 03
Role-based visibility
Corporate deal values stay visible to the enterprise team only, using module-level permissions.
Modules used
What they use every day
- Lead Management
- Automations
- Users & Custom Roles
- Reports & Analytics
“Retail and corporate finally stopped stepping on each other. Same platform, different playbooks.”
Business head, Kapil IT Solutions
Money left on the table
Where they were losing revenue
Each gap below was costing enquiries that had already been paid for.
Corporate deals stalling silently
Quotations were sent and then chased only when someone remembered.
Shared inbox confusion
Retail and corporate enquiries competed in one list with one stage set.
No batch commitment view
Sales committed batches trainers had not seen, creating delivery friction and refunds.
What made the difference
The changes that brought in more business
Each lever maps to a specific commercial effect the team could measure.
Lever 01
Quotation cadence automation
Day 2, 5 and 10 follow-ups on email plus WhatsApp for every proposal.
Business effect
Higher proposal-to-order conversion on high-ticket deals
Lever 02
Two pipelines, distinct playbooks
Retail admissions and corporate B2B carry their own stages, owners and scoring.
Business effect
Enterprise reps stay on large deals instead of triaging retail
Lever 03
Role-scoped deal visibility
Corporate values are limited to the enterprise team via module permissions.
Business effect
Confident enterprise pricing without internal leakage
Before and after
The numbers, before and after
Proposal follow-through · before
Ad hoc
With LEMAI
100% on an automated cadence
Corporate cycle time · before
Baseline
With LEMAI
-18%
Tools to run both desks · before
Mixed tools
With LEMAI
One platform, two pipelines
Rollout
Live in a few weeks
- 1Week 1Retail and corporate pipelines built with custom roles.
- 2Week 2Quotation follow-up sequences and templates configured.
- 3Week 3Reporting split by desk for the business head.
Revenue impact
The largest gain was on corporate deals: a shorter cycle and complete proposal follow-through mean more B2B contracts close inside the same quarter, while the retail desk keeps its volume rhythm untouched.
Outcomes are indicative ranges observed across comparable LEMAI deployments in the same sector, shared with client permission.
Get started
Run this playbook for your it training & services pipeline
We will configure a sandbox with your stages, products and roles so you can judge it on your own process — not a generic demo script.
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