Delivering the Advantage of Scale

While you are focused on growing revenue, who is ensuring that backoffice operational models can scale?

 

Scale Vantage aligns to that growth through the optimization of data, process and systems.

Client Project Portfolio Highlights

Salesforce Deal Desk

As the Sales team grew and offerings expanded, the original organic manual process where deals were vetted via email and chat resulted in a distracted team and lack of data-driven reporting for leadership. 

 

THE SOLUTION

Designed a streamlined process wtih fewer touches and determine key metrics needed to arm decision makers at all levels of the business. Implemented metrics to create pipeline dashboards showing deal size, segment and probability to close.

GTM Product Launch

Launch of a new platform required a concerted effort between functional business units including Sales, Marketing, Client Success, Support, Product & Engineering, Legal and Finance. Short timeline necessitated an efficient and timely launch. 

 

THE SOLUTION

Created a consolidated plan of activities required to launch new global commercial offering. Identified risks across stakeholder base and ensured visibility to major milestones with clear lines of communication to executive leadership.

Customer Onboarding

New product offering created industry excitement however, customers did not intuitively know how to translate into ROI. Internal subject matter expertise existed in the heads of key employees but required time consuming one-on-one training sessions with customers. 

 

THE SOLUTION

Designed onboarding cadence framework for launching customers on the offering. Defined gated process and KPIs of healthy adoption behavior and created a content library of customer facing materials. Created cohort-specific automated drip campaigns to consistently deliver meaningful content. 

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