The Challenge

Pacific Sales Group was spending over $195 per user per month across separate CRM, dialler integration, commission tracking, training, and productivity tools. For a 40-person sales team, that totaled nearly $94,000 per year before even accounting for hidden costs.

The fragmented stack created significant operational drag:

Context switching between disconnected tools was costing an estimated $5,000 per agent per year in lost productivity.
Manual commission calculations consumed hours every week for managers and operations.
Version confusion across spreadsheets led to pricing errors and rework.
Agent turnover, partly driven by tool frustration and burnout, was costing roughly $40,000 per replacement, putting pressure on margins and growth.

Leadership needed a way to consolidate tools, cut waste, and give reps a simpler, more effective workspace without disrupting active pipelines.

The Solution

Pacific Sales Group selected Serrét Suite Standard at $119/user/month, replacing their patchwork of point solutions and standardizing the entire 40-person team on a single platform. Deployment was executed through Serrét’s 2-month Intensive Accelerator program, ensuring a fast, low-risk transition.

The rollout included:

Full data migration from their existing CRM with zero downtime, so reps could keep working live deals without interruption.
Dialler integration that connected their existing phone system directly into Serrét, enabling click-to-call, automatic logging, and unified activity tracking.
A custom product catalogue with all 200+ products and pricing rules configured, eliminating spreadsheet dependency and pricing inconsistencies.
Team training with role-specific workflows for reps, managers, and admins, so each group had clear, repeatable processes from day one.
A wellness baseline to establish team health metrics, allowing leadership to monitor burnout risk, workload balance, and engagement over time.

By consolidating core sales operations into Serrét, Pacific Sales Group removed redundant tools, automated manual work, and created a single source of truth for performance and pipeline.

The Results

12x ROI in 12 months

Return on Investment

Within the first year, the combination of lower software spend, reclaimed productivity, and higher close rates delivered a 12x return on Serrét Suite Standard.

$76/user/month saved

Tool Cost Reduction

By consolidating CRM, dialler integration, commission tracking, training, and productivity tools into Serrét at $119/user/month, Pacific Sales Group eliminated over $195/user/month in legacy subscriptions.

$5,000 per rep recaptured

Productivity Gains

Unified workflows and reduced context switching helped recover an estimated $5,000 in annual productivity per agent that had previously been lost to juggling multiple systems.

Zero downtime migration

Operational Continuity

Full CRM data migration and dialler integration were completed without pipeline disruption, allowing the 40-person team to maintain active selling throughout the transition.

“

Serrét let us replace a messy stack of tools with one workspace our reps actually like using. We cut costs, stopped fighting spreadsheets, and saw our close rates climb within the first quarter.

Director of Sales, Pacific Sales Group

Director of Sales

How a Sales Team of 40 Achieved 12x ROI in Year One

The Challenge

The Solution

The Results

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