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Coursinity

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settings

Industry

E-Learning

work-team

Size

201-500

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Location

Saudi Arabia

  • Challenges
  • What we have done
  • Service Delivered
  • Coursinity team faced several challenges when it came to Campaign reporting and measurement ad spend in comparison to revenue from deals.
  • The sales team was disconnected working on a spreadsheet to track sales and pipeline which made it nearly impossible to calculate and visualize ROAS.
  • Both qualification and sales teams did not utilize HubSpot objects properly (i.e. creating contacts with company names instead of creating companies with proper associations).
  • The team did not utilize activity logging and instead relied on a lead status model that misrepresented its intended use.
1-1
  • Tailed a lead status and a deal pipeline and reshaped their lifecycle model to enable their team productivity and overall performance reporting.
  • Setup of sales workspace for both sales and qualification teams to streamline their day-to-day operations.
  • Provided training and support to the team on the use of sales workspace.
  • Created a platform and campaign external dashboard using Coefficient (API data pull|)
  • We’re in the process of creating a Looker dashboard for better visualization of data.
2-1
  • Revenue Operations
  • Sales Automation
  • Marketing Automation & Reporting
  • Data Management
  • Process Development
  • Training and Support

5 +

Automated email Workflows

4 +

Team Performance HubSpot Dashboards

9000 +

Duplicate Records Cleanup