Sumit Bhateja Work / case studies 04 cases + 03 essays

Realscenarios. MeasurableROI.

Leads lost in WhatsApp threads. Renewals buried under 50 emails. Payroll stitched together on spreadsheets. Here is what each problem looked like, and the system that replaced it.

CRM Pipeline ERP Lead-gen Essays
CRM architecture + workflow designTechCompose Solutions
01

Replacing spreadsheet chaos with a tailored CRM

Inquiries landed at once from web forms, WhatsApp and email. On shared spreadsheets, context got overwritten and leads were called twice or not at all.

Commercial CRMs failed too: dozens of mandatory fields, so reps stopped using them.

  1. AZero-friction ingestion. Every inbound lead aggregated into one triage dashboard.
  2. BMinimal role views. Reps see only today's tasks and follow-ups.
  3. CSLA timers. An alert fires if a warm lead sits untouched for 4 hours.
65% faster lead response. Leakage dropped to near zero and the whole team was using it within the first month.
Revenue protection + SLA trackingDiscovery engagement
02

Recovering a high-value pipeline for professional services

In discovery with an accounting firm's owner, one story kept coming up: an annual retainer worth lakhs was lost because a proposal follow-up got buried under 50+ urgent emails.

The real cost was not one renewal. It was zero visibility into pipeline state, and nothing to escalate when deals stalled.

  1. ASingle-pane timeline. Emails, proposal status and reminders in one client stream.
  2. BEscalation triggers. 24-hour warnings on high-value quotes awaiting reply.
  3. CWeekly hygiene digest. Decision-makers see every stalled deal by Monday.
Renewals safe Upcoming renewal pipelines protected, with better client retention and proposal conversion.
Enterprise ERP + HR SuiteEndeavour Africa Limited
03

Selling one system to replace three disconnected ones

Attendance on standalone biometric machines. Payroll on spreadsheets. Finance in its own ledger. The result: late pay cycles, compliance risk and admin gridlock.

As International BD Executive I led client discovery and requirement scoping, and trained channel partners to represent the product with confidence.

  1. ABiometric attendance sync. Shifts, overtime and leave flow straight into one database.
  2. BAutomated payroll. Statutory deductions, tax and salary slips in one run.
  3. CCore ERP finance. Cost centres and budgets aligned for leadership.
Days saved Manual payroll reconciliation removed, giving back days of admin work every month.
Lead-gen websites + business solutionsTechCompose Solutions
04

Turning brochure websites into inbound pipelines

B2B firms spend heavily on branding and still convert poorly: no consultative funnel, no qualification, no instant lead routing.

At TechCompose I scope custom applications and web assets built for one job: commercial lead generation.

  1. AConversion-first pages. Fast, type-led layouts that build enterprise credibility.
  2. BDiscovery tools. ROI calculators and configurators that catch high-intent buyers.
  3. CWebhook routing. Qualified leads land in the sales pipeline with no delay.
40%+ calls more discovery calls booked, with manual sales intake gone.

Thinking out loud.

Diagram of a self-built AI sales machine LinkedIn PulseAI + sales I built my own sales machine with AI. Here is what volume can and can't do. CRM architecture workspace LinkedIn Pulse / CRMI didn't plan to build a CRM. Off-the-shelf just never fit. Systems versus memory infographic LinkedIn / OperationsIs your organization running on memory or data?

Got a leak of your own?

Bring the messy version. Discovery calls are diagnostic, not a pitch.