Demo case study
Partner sheets, one list
Channel partners send sheets in different shapes. How a sample seller turns them into one clean list before anyone calls.
This is a demo case study. The setup and every figure are sample data, not results from a customer. Real case studies will replace it as teams go live.
The situation
A seller works through channel partners. Each sends their own sheet, with different columns and different phone formats, and many of the names are already in the CRM.
What ran
01Capture
Reads each sheet, tidies stray spaces and half-formatted phone numbers, and merges the same person entered three ways.
02Signal
Scores the merged list, so partner leads are ranked next to portal and form leads instead of in a separate pile.
03Engage
In this demo, voice goes to the top of the ranking and email to the rest, each with the project the lead asked about.
04Trace
Keeps the source on every record, so a sales head can see what each partner's sheet produced.
What it looked like
The trail
Audit log · sample project
Imported 5 partner sheets
09:40
Tidied phone numbers, merged duplicates
09:41
Scored and ranked the merged list
09:42
Outreach drafted in the brand's voice
09:55
Outcomes synced to CRM, source kept on each record
10:05
What to take from it
Sample sheets, sample counts. The point is that five formats become one list before the first call, and the source stays on the record.
More demos
Two more worked examples.
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