Sales Velocity
189% Improvement
Customer Satisfaction
95%
New Revenue Enabled
$50M
189% Sales Velocity Improvement
What We Did
- Conducted a comprehensive audit of sales, delivery, and customer success processes to establish current-state baseline and identify friction points across the full revenue cycle
- Integrated Salesforce with the document execution platform, eliminating manual data transfer and reducing unnecessary clicks in the contract execution process — enabling reps to build and close proposals faster
- Evaluated leading sales engagement platforms (Salesforce Sales Engagement, Outreach, SalesLoft), negotiated terms, and selected and implemented Outreach for the Business Development team
- Designed and delivered enablement programs for BDRs — building sequences, call frameworks, and process documentation directly in their system of action
- Built reporting infrastructure, actionable dashboards, and management accountability cadences (pipeline reviews, 1:1 coaching frameworks, deal desk support)
- Consolidated sales collateral so any of the 15 reps could find what they needed, when they needed it — reducing time lost to searching
Results
- 189% improvement in Sales Velocity
- 175% quarter-over-quarter gain in bookings
- Reduced contract execution friction, enabling reps to spend more time selling
- BDR team operating from a single, consistent engagement platform with structured processes and accountability
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