The scheduling problem at Veritas Security
After an initial sales demo, getting a prospective client's security engineering team onto a technical proof-of-concept (POC) setup call required matching solutions architects based on security clearance and cloud provider certifications.
- 4-day coordination lag finding qualified sales engineers with matching government clearances
- Account Executives frequently booked architects who lacked specific AWS or Azure certifications
- Competitors gained ground while prospects waited for technical kickoff scheduling
What Veritas Security set up in Caletus
Veritas implemented Caletus routing forms and round-robin rules based on cloud platform requirements and government clearance levels.
- Conditional routing forms based on technical qualifications
- Certified engineer round-robin sub-teams
- Salesforce Opportunity sync and calendar updates
- 30-minute automated technical prep buffers
- Week 1
- Week 2 · live
The results at Veritas Security
Technical evaluation kickoffs occurred within 24 hours of sales qualification, shortening the average sales cycle by 18 days.
- Sales engineering handoff durationHow: Salesforce technical evaluation stage timestampsDecreased from 4.2 days to 3.1 minutes for booking confirmation
- Technical qualification mismatch rateHow: Solutions engineering post-kickoff alignment auditDropped from 21% mismatched architect assignments to zero
- Enterprise deal close velocityHow: Annual sales operations quarterly metricsAverage sales cycle shortened by 18 calendar days across all $100k+ deals
