- Industry
- Fintech
- Country
- United States
- Category
- Revenue Automation
What they needed
A US fintech specializing in business tax credit processing needed to scale revenue operations fast. They had no intelligent website for partner registration, no optimized CRM, no structured lead capture or contract closure, no automated outreach, two new salespeople with no onboarding process, and inefficient follow-up with zero automated reminders.
- 01No intelligent website for partner/client registration
- 02No optimized CRM for prospect management
- 03Missing lead capture and contract closure flows
- 04No automated LinkedIn and email outreach
- 05Two new salespeople without onboarding methodology
- 06Inefficient manual follow-up
How we fixed it
We designed a comprehensive revenue automation system end-to-end: intelligent webpage with automated partner registration, lead capture integrated with DocuSign for contract automation and payments, synchronized marketing/sales campaigns with segmented prospecting databases, automated LinkedIn and email campaigns, and a structured onboarding process for sales reps with CRM notifications and pipeline task reminders.
- Intelligent webpage with auto partner/client registration
- DocuSign-integrated contract flow + payments
- Segmented prospecting databases
- Automated LinkedIn + email campaigns
- Sales rep onboarding with automated CRM alerts
- Fully integrated CRM with pipeline task reminders