Intake & Content Analysis

Employees working at a communal desk

Overview

Vehlo, a leading provider of software solutions for the automotive industry, faced significant challenges due to multiple acquisitions. Each acquired company operated in silos with distinct operations plans and reporting methods. This lack of standardization resulted in fragmented sales efforts and inconsistent insights across the organization.

“Using data insights and sequences created by RevOptics experts led to 40 meetings, which generated ~$575,000 in qualified outbound pipeline within 6 weeks.” –Enboarder 

RevOptics was brought in to:

  1. Standardizing data reporting across all business units to ensure accurate and consistent insights.
  2. Developing a comprehensive sales playbook to enable effective selling across multiple product lines.
  3. Optimizing outbound performance by reviewing existing strategies and recommending improvements.

Solution & Deliverables

  • Standardized data reporting processes and tools including a comprehensive dashboard for tracking pipeline coverage.
  • Developed a detailed sales playbook tailored to Vehlo's diverse product lines across teams.
  • Assessed and provided strategic recommendations and optimizations for outbound sales performance.

Results

  • Improved Data Consistency: The standardized reporting methods allowed for consistent and reliable data insights across all business units, facilitating better decision-making.
  • Enhanced Sales Efficiency: The new sales playbook provided clear guidelines and strategies, enabling sales teams to operate more effectively and collaboratively.
  • Increased Outbound Performance: The optimized outbound strategies led to consistency in messaging and best practices and conversion increases at the time of engagement.

550+

550+ successful Outreach.io projects since May 2019; ~100 since Sept 2023

1,000

We’ve helped more than 1,000 companies transform their sales organizations

25+

More than 25 Senior Consultants