Tech transformation that increased revenue
Client: A mid-market organization with rising software costs and weak marketing and sales performance. Its stack was spread across marketing automation, CRM, analytics, enablement and customer engagement tools.
The problem
Costs kept climbing while results stayed flat. Our assessment found overlapping tools, licenses nobody used and manual workarounds everywhere. Some platforms were delivering less than 30% of what the company was paying for.
What we did
- Ran a full assessment of the marketing and sales tech stack
- Retired redundant tools and renegotiated licensing
- Consolidated and reconfigured the core systems
- Added AI-assisted lead routing, prioritization, and campaign and pipeline optimization
- Trained sales and marketing on the new workflows, a standard data model and AI-assisted processes
Results within six months
- About 32% lower annual marketing and sales technology spend
- About 15% higher pipeline conversion
- About 12% revenue lift attributed to marketing and sales execution
- More than 50% less time spent on manual reporting and reconciliation