Case Studies of Recent Success


Recent Project Example - Software Company Needed Growth

Situation: Only 1,000 active leads, 1 Sales Rep, Old Site, Attended 3 events a Year

Goal: Wanted to go to the next level, Accelerate Growth, Build a Company

Solutions: Build a team, sales and marketing processes, systems, engines for growth

Results:  Over 40% year over year growth, Lead Production up over 500%, Predictable Revenues

Customer Success is our #1 KPI

One Sales Playbook

Hotel CRM Project Delivers

Hotel CRM Project Delivers


Situation: $800M software company wanted to bring together 8 acquisitions with 26 separate sales processes, 4 Sales/CRM Systems 

Goal: Bring together the US teams into 1 sales process with cross sell capabilities.

Solutions: Designed a Sales Playbook with 1 sales process and white space optimization and aligned  processes, and data strategy. Implemented full Sales and Services 

Results: Sales that had flat lined prior to roll out were now  experiencing double digit growth due largely to intelligent cross selling and account strategies enabled by the system.

Hotel CRM Project Delivers

Hotel CRM Project Delivers

Hotel CRM Project Delivers


Situation: One of the largest hotel brands needed a full scale, integrated Operational and Sales CRM with Integrated Marketing for over 200 Sales and Sales Operations and Executives.

Goal:  Address low engagement with leads and increasing customer interactions.

Solutions: Delivered an automated web to call system with 3 second click to contact to a local Sales Exec. The CRM implemented gave this well-know hospital chain a true 360 view so that deals could close over the phone in one call.  With this new process  and Collaborative Deal Review capability Big Deal Close Rates dramatically rose, 

Results: Dramatic New Business Success and Rewards Program enrollment  in the first year, triple digit uptick.

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Hotel CRM Project Delivers

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For other Case Studies feel free to ask and we'll give you other examples.