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.

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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

We help CEOs, CIOs, and CTOs create and execute winning strategic plans while maximizing operational efficiency.

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