Ucademy did not need another CRM. It needed its process to be followed.
How Ucademy, an online training edtech, doubled productivity and revenue per sales rep while scaling its team to nearly 90 people, without touching its CRM.
×2 leads per sales rep · ×2 revenue per sales rep · ×4 annual growth
Data declared by Ucademy. Period: 2025-2026.
The before
Ucademy was always an operational and data-obsessed company: "statistics are what rule." They had gone through Excel, ClickUp, and HubSpot, and were happy with their CRM. But selling B2C at a high volume —and scaling from 5 to 20 sales reps, and from 30 to 80— they wanted more control over execution: ensuring that every sales rep followed the correct patterns, at the correct time, across hundreds of leads.
In fact, they had even considered building an in-house system to achieve this: strategically and technically it made sense. Upon evaluating Vixiees, they verified that it already solved exactly what they wanted to develop, and opted to adopt it instead of building it from scratch.
The change
Vixiees did not change the process they already had: it guaranteed that it was met on time. And it did so without replacing anything —it connected on top of HubSpot as an execution layer—: automatic prioritization of the next task, mandatory tasks, and a lead pool that the first free sales rep takes.
Each vertical started from a "mother playbook" and adapted it in its own way, with the freedom to move phases or lead distribution within common framework agreements. The philosophy fit: the sales rep only does manually what adds value —talking to the client—; the rest is automated.
"Vixiees is a layer placed on top of the CRM. I didn't have to eliminate HubSpot or change systems, just connect it."
The results
Before | After | |
|---|---|---|
Process execution | Depended on each sales rep following it | Guaranteed: the next task is mandatory |
Leads per sales rep | ~300 | ~600 |
Revenue per sales rep | — | Doubled in a year |
Playbooks | A general process | Mother playbook + adaptation by vertical |
CRM | HubSpot | HubSpot intact, with Vixiees as a layer on top |
"The sales rep is calmer: they know how to do their job well. And we are already doubling the revenue per sales rep."
Productivity doubled in one year: from about 300 leads per sales rep to nearly 600. And the piece that made it possible is the simplest and the most important: the next task.
The sales rep does not decide what to do or in what order. The system delivers the next action to them, prioritized and mandatory: they cannot skip it or leave a lead half done. This puts rails on the sales team —no one goes off process— and takes the burden of decision-making off the salesperson, so they can dedicate their time to the only thing that truly adds value: talking to the customer. With dozens of sales reps touching hundreds of leads, those rails are the difference between a process that is followed and one that only exists on paper.
In one sentence
"If you take away the mandatory task feature, I would go my own way, but not with Vixiees. It is the most relevant feature." — Pablo Prieto, Co-founder, Ucademy
Is your sales process actually being followed, or does it depend on each salesperson? Book your strategic session at vixiees.com
