Case Studies

Customer Pre-Qualification Rev Ops

Client description: 

An executive fleet expense solutions required customers be pre-qualified with respect to their use of Vehicle Programs, type of program, and number of drivers to support a more effective sales approach

Practice area:

RevOps

Geographic scope:

Industries involved:

Services applied:

60 in-depth interviews with OT/IT decision-makers ​ (waste, energy, manufacturing), Competitive benchmarking for Modbus/OPC-UA integration

Business challenge:

getting accurate and actionable intelligence as an affordable cost without contacting decision-makers

Methodologies:

Solution:

Over 30,000 potential customers prequalified in first twelve months,​ CRM data purged, cleaned, and updated,​ Customer targeting metrics tracked and analyzed

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