Revenue growth and lead increase
Key Facts
About the customer
Leads Navigator GmbH, based in Berlin, specialises in generating qualified leads in the renewable energy sector. These leads are connected with suitable specialist partners from their region throughout Germany. The company combines technological innovation with in-depth industry expertise to develop tailor-made solutions for companies of all sizes – with the aim of sustainably increasing their sales success.
About the project
Due to manual lead assignment and limited reporting capabilities, sales at Leads Navigator GmbH was time-consuming and labor-intensive. By implementing the Salesforce Sales Cloud CRM solution and our lead process, invoice automation, and active partner management solutions, we were able to increase the number of qualified leads from 400 to 900 per month and achieve sales growth of 150% compared to the previous year.
Project duration
1.5 years
Industry
Professional Services
Products
Salesforce Sales Cloud, JustOn Billing & Invoice Management, JustOn Cash Management, Zapier
Background information & problem
At Leads Navigator GmbH, we identified the following problems in the lead process:
- Manual assignment of leads to partners
- Complex lead qualification process
- Time-consuming creation and forwarding of qualified leads
- Lack of meaningful reporting
- High volume of invoices and payment reminders with manual effort
- Unstructured partner management
Approach to solving the problem
To overcome these challenges, we implemented the following measures:
- Implemented Salesforce Sales Cloud as CRM solution
- Apex-based geolocation search to accurately match qualified leads to partners (by radius and qualification)
- Creation and dispatch of lead forms with flows
- Implemented five dashboards for performance tracking
Our solution for invoice automation
- Implementation of justOn for the automated creation and dispatch of invoices based on three invoice intervals
- Three-step dunning process with escalation levels
- Automated recording of incoming payments and allocation to open invoices
- Credit memo process & new customer bonus
- Reporting to track payment margins and outstanding amounts
Our solution for active partner management
- Partner onboarding / negotiation process
- Qualification process with follow-up
- Pause and cooperation mechanisms based on timestamps / open invoices
- Partner ranking based on reports for lead distribution prioritization
Customer testimonials
Through our collaboration we:
- Achieved a high level of automation
- Increased transparency in lead handling
- Increased number of qualified leads from 400 to 900 per month
- Increased sales: 150 percent growth over the previous year
- Increased invoicing: 2600 invoices per year compared to 1500 invoices the previous year
- Prioritized partners through reporting and 50 percent more active partners
Projektteam
Das Projekt wurde umgesetzt von Chris und ??
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Thorsten Winkels
Aviado GmbH uses the platform Calendly for appointment scheduling. By agreeing to an initial consultation, you accept the platform’s terms and conditions. Information on data processing can be found in Calendly’s privacy policy.