Delve Slashes Sales Admin 83% and Ends Pipeline Bleed with Ergo

Delve AI Native Software to make Compliance Effortless

Delve AI Native Software to make Compliance Effortless

Delve AI Native Software to make Compliance Effortless

A lean sales team using HubSpot CRM, GSuite, and Slack as their core stack prior to adopting Ergo.

A lean sales team using HubSpot CRM, GSuite, and Slack as their core stack prior to adopting Ergo.

A lean sales team using HubSpot CRM, GSuite, and Slack as their core stack prior to adopting Ergo.

Accuracy and timeliness of pipeline data are mission-critical for forecasting, coaching, and scaling an agile team without ballooning head-count.

Accuracy and timeliness of pipeline data are mission-critical for forecasting, coaching, and scaling an agile team without ballooning head-count.

Accuracy and timeliness of pipeline data are mission-critical for forecasting, coaching, and scaling an agile team without ballooning head-count.

Executive Snapshot

83% less admin hours

1 hire saved per 3 reps

+10 pp win-rate

No deal leaks

Metric
Before Ergo
Manual admin hours / rep / wk
12 h
Follow-up miss rate
30%
Deals bleeding / wk
5 10
Win rate
+10 %

"Ergo is the best product we’ve used this year. Besides saving reps 10h per week, it unlocks new revenue and teaches reps how to improve with proactive insights”

Karun Kaushik

Co-founder and CEO

"Ergo is the best product we’ve used this year. Besides saving reps 10h per week, it unlocks new revenue and teaches reps how to improve with proactive insights”

Karun Kaushik

Co-founder and CEO

Executive Snapshot

83% less admin hours

1 hire saved per 3 reps

+10 pp win-rate

No deal leaks

Metric
Before Ergo
Manual admin hours / rep / wk
12 h
Follow-up miss rate
30%
Deals bleeding / wk
5 10
Win rate
+10 %

"Ergo is the best product we’ve used this year. Besides saving reps 10h per week, it unlocks new revenue and teaches reps how to improve with proactive insights”

Karun Kaushik

Co-founder and CEO

The Challenge

1

1

Stale data crippled agility

Inaccurate pipeline data wrecked forecasting and made it impossible to scale an agile team without ballooning head-count.

2

2

Manual drag 10-15 h/rep/week

Reps burned hours updating HubSpot, throttling scale and delaying follow-ups.

3

3

Pipeline bleed $100Ks lost each month

Deals sat idle or slipped away, leaking revenue the team never saw coming.

"We were previously bleeding 5-10 deals a week due to poor CRM managment and follow-up habits. Ergo has made it impossible for our sales team to drop the ball."

Selin Kocalar

Co-founder and COO

"We were previously bleeding 5-10 deals a week due to poor CRM managment and follow-up habits. Ergo has made it impossible for our sales team to drop the ball."

Selin Kocalar

Co-founder and COO

"We were previously bleeding 5-10 deals a week due to poor CRM managment and follow-up habits. Ergo has made it impossible for our sales team to drop the ball."

Selin Kocalar

Co-founder and COO

First "aha!"

Two days after go-live, a discovery call auto-created a deal in HubSpot—already populated with every pain point and compliance requirement. The team had never seen data land that fast or that clean.

Results & ROI

Results & ROI

Ergo gave Delve's reps 10+ hours back, revived stalled deals, and drove revenue—without hiring another head.

Metric
Metric
Before
Before
After
After
Change
Change
Manual admin hours / rep / wk
12 h
~2 h
–83 %
Follow-up rate
70 %
99 %
+29 %
Deals bleeding / wk
Deals bled / wk
5–10
0
Eliminated
Win Rate
+10 %
Net hires avoided
1 FTE saved per 3 reps
1 FTE saved per 3 reps

Ergo Insights & Reporting

Ergo Insights & Reporting

At a glance: Ergo distilled every call into a live playbook—revealing which objections to coach, pains to echo, features to ship, and KPIs to hit.

Insight
Impact
Objection Handling Map frequency of each objection x rep response
Pinpointed which rebuttals actually converted, letting Delve’s leaders target coaching and lift close-rates.
Feature-Request Tracker ranked list of asks on sales calls
Fed a revenue-weighted product backlog and armed reps with rollout timelines, shortening deal cycles.
Success-Criteria Matrix what customers define as “success” post-sale
Gave Customer Success clear KPIs, accelerating onboarding and fueling expansions and referrals.
Pain-Point Heat Map top buyer problems and the value props that resonate with each
Sharpened messaging and demos around the pains that matter, boosting pipeline quality and win rates.

"Ergo shows us exactly why deals win or lose and pipes those insights straight to Product—total game-changer."

Taher Lokhandwala

Head of Growth

"Ergo shows us exactly why deals win or lose and pipes those insights straight to Product—total game-changer."

Taher Lokhandwala

Head of Growth

"Ergo shows us exactly why deals win or lose and pipes those insights straight to Product—total game-changer."

Taher Lokhandwala

Head of Growth

Qualitative Wins

Qualitative Wins

Reps spend time selling, not clicking—morale (and pipeline) up.

Reps spend time selling, not clicking—morale (and pipeline) up.

Reps spend time selling, not clicking—morale (and pipeline) up.

Leadership coaches from live data, not anecdotes.

Leadership coaches from live data, not anecdotes.

Leadership coaches from live data, not anecdotes.

Reduced need for addiitional hiring.

Reduced need for addiitional hiring.

Reduced need for addiitional hiring.

Lessons & Next Steps

Lessons & Next Steps

Lessons & Next Steps

Start narrow,
scale fast

One integration was enough to prove value within just 48 hours.

Visibility drives behavior

Publishing objections and customer pain points instantly changed deal strategy.

Next phase for Ergo

Extend Ergo reporting to track objection handling, customer pain points, and more.

“It saves me 10+ hours a week between updating HubSpot and following up. Honestly, if you’re not on Ergo yet, you should be.”

Tim Littrell

Founding Account Executive

“It saves me 10+ hours a week between updating HubSpot and following up. Honestly, if you’re not on Ergo yet, you should be.”

Tim Littrell

Founding Account Executive

“It saves me 10+ hours a week between updating HubSpot and following up. Honestly, if you’re not on Ergo yet, you should be.”

Tim Littrell

Founding Account Executive

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