Scenario
A private equity-backed MarTech business had started to scale globally but was failing to meet its forecasts.
As we engaged with the issue, we identified a lack of business development representatives and a breakdown within the marketing/sales workflow. This had resulted in a backlog of 18,000 leads stuck in the system. Leads that were not being nurtured or progressed.
We worked with the business to review the CRM workflow and implemented a series of KPIs to ensure that leads were promptly actioned and converted to opportunities.
Related services
Effective businesses validate their products and services before they start to scale. We help guide clients from concept to market validation.
Do you have a problem with your sales forecast accuracy? We can implement methodologies and IT systems to create a predictable revenue model.
We help our clients break down the silos and boundaries between teams, and create processes that provide end-to-end visibility and control.