Vertex Tech Shortens Sales Cycles by 45%
How an 18-person cybersecurity firm unified sales and delivery on one platform — and closed deals nearly twice as fast.
The Challenge
Vertex Tech provides managed cybersecurity services to mid-market businesses. Their sales team lived in HubSpot while their delivery engineers worked exclusively in Jira. The handoff between closing a deal and kicking off implementation was a black hole of lost context.
Sales reps couldn't see delivery timelines, so they over-promised. Engineers received bare-bones handoff notes, forcing them to re-discover client requirements. Prospects waited days for custom security assessments because the proposal process required manual data gathering across systems.
- Sales-to-delivery handoff losing critical client context
- Average sales cycle of 68 days due to slow proposal turnaround
- Engineers re-discovering requirements after every deal close
- No unified view of pipeline health alongside delivery capacity
The Solution
Vertex Tech consolidated sales and delivery into Dewx over three weeks, creating a seamless flow from first touch to fully deployed security services.
GTM Hub — Deal Pipeline
Full pipeline visibility with deal stages tied directly to delivery milestones and engineer availability.
CX Hub — Implementation Tracking
Security assessment templates and onboarding workflows that auto-populate from deal data at close.
Portal — Client Comms
Unified inbox where sales, pre-sales, and delivery communicate with prospects in one shared thread.
Dew AI — Security Proposals
AI-generated security assessment proposals using client infrastructure data, cutting creation from days to hours.
The Results
45%
Shorter sales cycles
37 days
Average deal close (down from 68)
0
Handoff context lost between teams
2 → 1
Tools consolidated into Dewx
Timeline
Migrated HubSpot pipeline and Jira project templates; mapped deal stages to delivery workflows.
Configured Dew AI proposal builder with cybersecurity assessment templates and Portal unified inbox.
Onboarded all sales reps and engineers; ran parallel testing on live deals before retiring legacy tools.
Measured 45% reduction in average sales cycle and zero-context-loss handoffs between sales and delivery.
“Our engineers used to dread the sales handoff because half the requirements were missing. Now everything flows from the deal record straight into the implementation plan. We close 45% faster and start delivering value on day one.”
Features That Made the Difference
Pipeline-to-Delivery Flow
Deal data auto-populates implementation projects.
Shared Client Threads
Sales and engineering in one conversation.
Assessment Templates
Standardized security review workflows.
AI Proposal Generator
Custom security proposals in hours, not days.
Revenue Forecasting
Pipeline value tied to delivery capacity.
Capacity Planning
See engineer availability before committing timelines.
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