Unifying Global Sales and Accelerating Growth with iCRM for a Leading Baking Equipment OEM
A commercial bakery equipment OEM selling into 100+ countries had leads, accounts and follow-ups spread across systems. iCRM put every deal in one visual pipeline with automated nudges, AI next-best actions and real-time revenue forecasts.
- Client
- Global OEM for commercial bakery equipment - rotating rack ovens, proofers and accessories.
- Footprint
- Bakeries in 100+ countries, served by one global sales network.
- Solution
- ITHENA iCRM, unified pipeline and account intelligence.
- Pipeline
- Visual drag-and-drop stages with automated stalled-deal nudges.
- Forecasting
- Real-time revenue dashboards, replacing manual data pulls.
Three numbers the sales team moved.
Results after the global sales network moved onto iCRM.
Improvement in forecast accuracy
Real-time pipeline dashboards replaced forecasts built from manual data pulls.
Reduction in manual reporting
Calls, meetings and visits logged automatically, with no spreadsheet reporting.
Boost in conversion rate
Stalled-deal nudges and AI next-best actions kept opportunities moving.
Meet the organization and understand the context behind the transformation.
A global OEM specializing in commercial bakery equipment, including rotating rack ovens, proofers, and accessories, serving bakeries in 100+ countries, struggled with fragmented pipeline visibility and inconsistent follow-up across its global sales operations. Partnering with ITHENA, the company implemented iCRM to consolidate leads into a single visual pipeline, automate routing and workflows, unify account views, and leverage AI-driven deal intelligence. This improved forecast accuracy, accelerated response times, and eliminated reliance on disconnected systems.
"Managing opportunities across clients in 100+ countries was challenging. iCRM unified our pipeline, accounts, and follow-ups into one platform. Our reps close deals faster, and leadership has a reliable forecast."
— VP, Global Sales
Deals scattered across a global network.
Leads and accounts lived in different systems, so follow-up was inconsistent and forecasts were guesses.
- Fragmented lead, contact, and account information across disparate systems, lacking a unified account view
- No consolidated pipeline, leaving the team blind to deal status and stalled opportunities
- Inconsistent follow-up across a global sales network with no structured outreach process
- Limited activity tracking across reps and markets, breaking continuity across accounts
- Inaccurate revenue forecasting caused by manual data pulls instead of real-time pipeline visibility
How ITHENA closed the gaps.
ITHENA's iCRM empowered the client with:
Unified Account View
Consolidated leads, accounts, and contact data into a 360° view, replacing fragmented records across every market
Visual Pipeline Tracking
Configured a live, custom drag-and-drop deal pipeline with automated nudges flagging stalled deals
Workflow Automation
Automated global outreach, stage updates, and assignments with AI-recommended next best action per deal
Activity and Task Logging
Automatically logged calls, meetings, and visits to accounts, providing full history without manual effort
Real-Time Revenue Forecasting
Delivered real-time pipeline analytics and custom dashboards for instant revenue visibility
Every deal, one pipeline.
An illustrative iCRM view of the client's global pipeline, with stalled-deal nudges and real-time forecasts. Figures other than the client's results are examples.