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Our Work

automationoptimizationexecution


Case Study #1

Tension Fabric & Graphics Manufacturer

The Challenge

The aggregate close ratio for all sales opportunities quoted was floundering around 17%. The company has never implemented a CRM strategy for its 25-person sales team. The sales process is not documented or measured effectively.

The Solution

Implemented SugarCRM in a multi-phase approach. Trained the sales team to use the desktop app, as well as, the mobile app and taught the team how to incorporate CRM as an effective method to increase productivity and, ultimately, close more business.

The Result

The entire company has embraced CRM and is now producing a significant increase in the documentation of calls, meetings, and opportunities which has resulted in increased close ratio and volume of opportunities CLOSED WON!  Since implementing a CRM solution, the company has achieved three consecutive months of exceeding its revenue goals!


Case Study #2

Mobile Coupon Application Start-up

The Challenge

Generate new business opportunities with top brands, retailers, and manufacturers of consumer goods and services.

The Solution

Optimized the company's use of Salesforce.com by aligning objects with the sales process. Created a marketing database with desired target companies. Built a demand generation process to create awareness and interest. Nurtured desired target prospects into sales qualified leads. 

The Result

An Opportunity Pipeline loaded with dozens of new business opportunities and multiple WINS! 


Case Study #3

Web Publisher - Travel Industry

The Challenge

Find new business opportunities and increase sales.

The Solution

Optimized the company's stagnant CRM subscriptions. Built a demand generation strategy. Created email marketing campaigns targeted to desired prospect companies. Designed a repeatable sales funnel process to measure performance and decrease sales cycle time. 

The Result

An increase in sales of 30% over the previous fiscal year.