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INCREASING SALES EFFECTIVENESS WITH SMART AUTOMATION

Growth Lanes - Organic Market Share | Technology

The Growth Opportunity:

Bales Metal Surface Solutions has been an industry leader since 1978 — delivering surface coatings, surface finishes, and value-added services that protect the life of molds, dyes, tooling, and components. The growth opportunity was to increase sales with existing clients and nurture prospects in their current pipeline. Red Caffeine crafted a "do more with less" strategy that leverages technology to scale the efforts and effectiveness of a small business development team.

The Highlights:

  • Automated nurture communications so sales team can focus on technical consulting and quoting
  • After sale survey provides immediate feedback on customer satisfaction
  • Decreased follow-up time from days to minutes

PLAN METHODOLOGY

GROWTH
STRATEGY PLANNING

BUILDING A REVENUE
GENERATION SYSTEM

DRIVING
GROWTH

ORGANIC GROWTH
STRATEGY

BUILD TOOLS, SELECT
TECHNOLOGY &
SET PROCESSES

AUTOMATION &
SALES ENABLEMENT
TO SCALE

PLAN METHODOLOGY

GROWTH
STRATEGY PLANNING

ORGANIC GROWTH
STRATEGY

BUILDING A REVENUE
GENERATION SYSTEM

ORGANIC GROWTH
STRATEGY

DRIVING
GROWTH

AUTOMATION &
SALES ENABLEMENT
TO SCALE

MEASURABLE OUTCOMES

AUTOMATING SALES FOLLOW-UPS MAXIMIZED THE TEAMS TIME AND PROVIDED VALUABLE CUSTOMER FEEDBACK

REMOVING BARRIERS SO THE CLIENT CAN FOCUS ON CORE COMPETENCIES

“Red Caffeine has helped us to automate outgoing communication so we can focus more on the technical support we provide. They take the time to get familiar with our internal process and struggles, so their suggestions are tailored to our needs. Working with RC feels like an extension of our own team.”

Sara Mortensen
Vice President

WHAT IS YOUR
BEST OPPORTUNITY
FOR GROWTH?