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

Delve – AI Native Software to make Compliance Effortless

A six-person sales team using HubSpot CRM, GSuite, Circleback (for note-taking), and Slack as their core stack prior to adopting Ergo.

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

Executive Snapshot

83% less admin

2 hires saved

+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 has helped us stay lean and manage headcount while pushing the boundaries of growth—saving us the equivalent of two sales hires. Imagine if you didn’t touch the CRM, it's the best product of the year.”

Karun Kaushik

CEO

“Ergo has helped us stay lean and manage headcount while pushing the boundaries of growth—saving us the equivalent of two sales hires. Imagine if you didn’t touch the CRM, it's the best product of the year.”

Karun Kaushik

CEO

Executive Snapshot

83% less admin

2 hires saved

+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 has helped us stay lean and manage headcount while pushing the boundaries of growth—saving us the equivalent of two sales hires. Imagine if you didn’t touch the CRM, it's the best product of the year.”

Karun Kaushik

CEO

The Challenge

1 No data, no visibility

Reps dreaded CRM updates; leadership flew blind on deal health.

2 Extreme pipeline bleed

5–10 deals a week stalled or vaporized because follow-ups slipped through the cracks.

3 No compass for improvement

Without reliable metrics, the team couldn’t spot bottlenecks or iterate on the playbook.

Outcome

The Ergo Solution

Meeting ingestion

Sales meetings flowed into Ergo, which extracted pain points, compliance frameworks, and audit types. Deals created, enriched, and moved themselves.

Post-call email automation

Post-call email automation: Ergo drafted and scheduled personalized follow-ups seconds after every meeting.

Email & deal-stage sync

Email & deal-stage sync: Incoming/outgoing emails triggered field updates and stage moves in HubSpot, keeping pipeline reality in lock-step with rep activity.

Mid-funnel follow-ups

Mid-funnel Follow-ups: Ergo identified at-risk deals within the CRM and automatically drafted hyper-personalized messages to revive pipeline.

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.

Ergo Insights & Reporting

Insight

Impact

Competitors mentioned– mentions over last 60 days

Revealed which rivals emerged most often; guided battle-card updates.

Loss-Rate by Competitor

Flagged where reps struggled and where Delve consistently won.

Win & Loss Trends – 60-day trailing charts

Allowed weekly exec reviews to proactively coach stalled deals.

Idle-Deal Detector

Zeroed pipeline bleed; no opportunity sat untouched > X days.

“We have more visibility than ever. Ergo surfaces win/loss rates against competitors we couldn’t track before—total game-changer.”

Taher Lokhandwala

Head of Growth

“We have more visibility than ever. Ergo surfaces win/loss rates against competitors we couldn’t track before—total game-changer.”

Taher Lokhandwala

Head of Growth

“We have more visibility than ever. Ergo surfaces win/loss rates against competitors we couldn’t track before—total game-changer.”

Taher Lokhandwala

Head of Growth

Results & ROI

Metric

Before

After

Delta

Manual admin hours / rep / wk

12 h

~2 h

–83 %

Follow-up rate

70 %

99 %

+29 %

Deals bleeding / wk

5–10

0 Eliminated

Win Rate

—

+10 %

Net hires avoided

—

2 FTEs saved

Qualitative Wins

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

Leadership coaches from live data, not anecdotes.

Reduced need for addiitional hiring.

Lessons & Next Steps

Start narrow,
scale fast

One integration (Circleback) was enough to prove value in 48 hours.

Visibility drives behavior

Publishing competitor dashboards 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. I don’t know what I’d do without it.”

Tim Littrell

Founding AE

“It saves me 10+ hours a week between updating HubSpot and following up. I don’t know what I’d do without it.”

Tim Littrell

Founding AE

“It saves me 10+ hours a week between updating HubSpot and following up. I don’t know what I’d do without it.”