How RM Soluções moved off a spreadsheet and organized 8 reps to bill $2M/year
Meet the company
RM Soluções em TI
IT infrastructure consulting and implementation for mid-sized companies. Serves corporations across Minas Gerais and São Paulo with recurring contracts.
Why they chose Syncro
Before Syncro
How they sold
- Sales pipeline in a shared Google Sheet
- 8 reps, each on their personal WhatsApp
- Manager had no visibility into conversations
Main challenges
- Didn't know how many leads were in each stage
- Reps forgot to follow up
- No metrics: didn't know who was performing better
- Long sales cycle (22 days) with no control
- Customers churned without notice (no NPS, no nurture)
After Syncro
Results achieved
Inside the strategy
What was implemented
7-stage Kanban pipeline + required tasks
Each funnel stage has tasks the rep must complete before moving forward. Prospecting → Qualification → Proposal → Negotiation → Closing. The manager tracks everything in real time.
Lead Scoring to prioritize opportunities
Leads who replied faster, opened proposals or advanced stages earned points automatically. Reps focus on the top 20% hottest.
4 WhatsApp numbers connected
1 per team (inside sales, field sales, customer success, support). All conversations centralized in a single inbox. The manager sees everything without asking for screenshots.
Sales quotas with alerts
Each rep has a monthly target. Real-time dashboard shows progress. Automatic alert when performance drops below 80% of quota.
Testimonial
“I used to ask the rep "how's the funnel looking?" and get a "looking good". Now I open Syncro and see exactly where every cent is stuck. In 6 months, we doubled revenue.”
Results
Before vs After
Ready to see Syncro running on your WhatsApp?
5 days free, no credit card. Connects in 2 minutes and you already see the first lead landing in the pipeline.