Development of digital marketing & sales process

The client helps companies to digitise their business in a short time. With solid skills in digital automation, they streamline manual routines, orders and processes for fast results and increased profitability.

Challenges

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Lack of a defined market process

No system support to measure and automate digital lead generation

Too slow process to identify and qualify leads

No clear KPIs or metrics to identify where in the process the challenges are

Perceived expensive and too advanced CRM against business needs

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SYSTEM

Upsales

HEADQUARTERS

Stockholm

NUMBER OF EMPLOYEES

+45

OBSERVATION

58M

INDUSTRY

Automation

TARGET GROUP

B2B

How did we do it?

SMarketing

Together with several parts of the company (Sales/Marketing), we identified and mapped the company's goals, existing processes and ways of working, and then built a comprehensive process based on the Leadfront SMarketing blueprint.

DEALING

Leadfront Identified which functionality is prioritized based on objectives and developed process to create a relevant procurement request and invite relevant system vendors to demo based on use-case based on functional and process requirements.

IMPLEMENTATION

We then defined and implemented a common sales and marketing process in the chosen system(Upsales) to ensure a common understanding of what each step of the process is for and what quality the organisation wants to optimise the process.

Result