Sailing Towards Success
Implementation of tools that helped improve sales results through process optimization
The challenge
OcCre was executing its sales plan with outdated tools and lacked a clear leader for strategy and execution
The solution
Implementation of Holded as a CRM and a Revenue Operations as a Service model to help define sales objectives and the steps to achieve them
The results
From 2022 to 2023, OcCre reduced its manual tasks by 60%. From 2023 to 2024, sales have been growing by 30% thanks to better sales planning and structure
OcCre had long been recognized for its craftsmanship and dedication to excellence, but as the business grew, its sales operations struggled to keep pace. The company was executing its sales strategy using outdated tools and processes, which made it difficult to define clear objectives and effectively measure progress. Even with a talented team in place, the lack of a centralized system and strategic leadership for sales planning created inefficiencies and missed opportunities for growth.
Determined to overcome these challenges, OcCre took a bold step forward. The company adopted Holded as a CRM to bring structure and clarity to its sales operations. Additionally, a Revenue Operations as a Service (RevOps) model was implemented to provide expert guidance in defining sales objectives and creating actionable steps to achieve them. This comprehensive approach not only modernized OcCre’s tools but also transformed the way the team approached sales strategy and execution.
The transformation was remarkable. By streamlining processes and automating routine tasks, OcCre reduced its manual workload by an impressive 60% between 2022 and 2023. With the team freed from time-consuming administrative work, they were able to focus on strategic initiatives and client relationships. The impact didn’t stop there. From 2023 to 2024, OcCre experienced a 30% growth in sales, driven by better planning, structure, and execution. What had once been a bottleneck became a powerful engine for growth.
Today, OcCre stands as a testament to how modern tools and strategic leadership can unlock a company’s full potential. With a solid foundation in place, the company is poised for continued success, using its newfound efficiencies to focus on what it does best: delivering exceptional value to its clients.