CASE STUDY

ReverseVision

A fintech company sought to take advantage of a market opportunity and position itself for sale.   They partnered with TGR to modernize its CRM platform, streamline new client onboarding processes, and enhance cross-departmental collaboration to increase company valuation.

INDUSTRY

Fintech

ANNUAL REVENUE

$31.4M

COMPANY SIZE

200

KEY ACTIONS TAKEN

  • Collaborated with C-level stakeholders to design a unified customer view
  • Partnered with Sales to define new workflows and leverage automations
  • Led HubSpot CRM implementation, including data migration and configuration
  • Worked between Finance and 3rd party vendor to implement Order to Cash module between NetSuite and Hubspot
  • Established tracking fields and trained staff on data entry
  • Defined and automated onboarding pipeline activities
  • Iteratively rolled out the new system, starting with the New Client Onboarding team

PROJECT OUTCOMES

  • Reduced onboarding time by 80%.
  • Established clear success criteria for each client.
  • Automated Sales follow-up and appointment scheduling, saving 50% of time spent on those tasks.
  • Client was able to provide consistent sales and pipeline metrics resulting in increased business valuation

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