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Case studies tagged

Sales processes

6 case studies Clear filter Other themes

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Appear - Customer satisfaction survey

| Case studies, Customer experience and service improvement, Delivery, Improvement, Strategy | No Comments
Appear's first customer satisfaction survey, combining NPS and Customer Effort Score with qualitative insight.
Computer monitor displaying a time-based chart with visible performance targets.

Go to market strategy for new product

| Case studies, Customer experience and service improvement, Improvement, Strategy | No Comments
Market segmentation, a market visualisation toolset and a product plan for a transformative new product launch.
A wooden signpost against a blue sky with some clouds

Unifying global content and format sales operations

| Case studies, Improvement, Revenue operations and business systems, Strategy | No Comments
Aligning international sales teams, CRM systems and processes after a series of mergers for a global rights owner.
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Optimising workflows for a non-profit organisation

| Case studies, Customer experience and service improvement, Delivery, Improvement, Revenue operations and business systems | No Comments
Streamlining processes and systems for an arts accessibility non-profit, on a lean budget and a fixed funding deadline.
A black and white business process being drawn out by hand

CRM business process design and implementation

| Case studies, Delivery, Improvement, Revenue operations and business systems, Strategy | No Comments
Business analysis, development, testing and training to build CRM processes for a fast-growing software licensing business.
A Mac laptop in a white room on a clean desk. The Mac laptop displays colourful charts.

Scaling opportunity-to-billing processes for a software business

| Case studies, Delivery, Revenue operations and business systems | No Comments
Mapping a software subscription business's opportunity-to-billing processes and procuring new CRM and reporting tools.