Client Overview

A Series B B2B SaaS company offering customer relationship management solutions for mid-market service businesses. With 65 employees and $8M in ARR, they had established product-market fit but struggled to scale their sales process beyond the founders.

The Challenge

As the company grew, their sales process—which had been highly dependent on the founders' personal networks and expertise—began breaking down. New sales hires weren't reaching productivity targets, sales cycles were extending to 94 days on average, and growth was plateauing despite market demand.

Key issues included:

  • Inconsistent sales methodologies across the team
  • Lack of structured onboarding for new sales hires
  • Undefined qualification criteria leading to wasted time on poor-fit prospects
  • Minimal sales enablement content and tools
  • Founder bottlenecks for technical and pricing discussions

Our Approach

 We implemented our Growth Accelerator Program with a specific focus on sales scalability:

  1. Discovery & Analysis:
    • Conducted comprehensive sales process mapping
    • Analyzed conversion metrics at each pipeline stage
    • Interviewed successful and struggling sales team members
    • Reviewed won/lost deal patterns and customer acquisition data
  2. Strategic Redesign:
    • Developed a standardized sales methodology aligned with buyer journey
    • Created clear Ideal Customer Profile (ICP) and qualification frameworks
    • Designed scalable pricing discussion protocols
    • Built repeatable demonstration workflows with technical pre-qualification
  3. Implementation & Enablement:
    • Deployed sales playbooks with scripts and battle cards
    • Implemented progressive sales training program
    • Created self-service technical resources for prospects
    • Established metrics-driven coaching system for sales managers
  4. Measurement & Optimization:
    • Set up real-time dashboard for leading indicators
    • Implemented weekly optimization cycles
    • Created founder leverage model to maximize impact without bottlenecks

The Results

Within 9 months of implementation, the company achieved:

  • 112% ARR growth year-over-year
  • Sales cycle reduction from 94 days to 41 days (56% improvement)
  • New sales hire ramp time decreased from 6 months to 10 weeks
  • Proposal-to-close ratio improved from 22% to 48%
  • Founder time in sales process reduced by 78%
  • 4.8x ROI on program investment

The company successfully raised their Series C round at a valuation 3.2x higher than their Series B, with investors specifically citing the scalable sales engine as a key factor in their decision.

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