Proposify, a SaaS company dedicated to streamlining the proposal process for sales teams, faced challenges with manually sorting through hundreds of daily leads, leading to inefficiencies in identifying qualified prospects for further engagement. To address these challenges and support their expanding sales team, Proposify overhauled their sales process by adopting a new technology stack in partnership with Outshine, incorporating tools like Marketo, Segment, Salesforce, and Clearbit to automate and enrich lead qualification. This transformation enabled Proposify to transition from a basic, unreliable lead qualification method to a comprehensive lead scoring system that considers both demographic and behavioral data, ultimately allowing for a more efficient and scalable operation. As a result, Proposify not only improved their ability to close deals but also empowered their entire organization by providing broader access to customer insights, contributing to significant team growth and enhanced marketing, sales, and customer support functions.