Case:

Success in platform sale and asset management

Kunde: Fintech I SaaS

0 mth

Repayment period

0 mio

ARR in objective

0,-

ARR with LTV på + 15 years

0%

Win-rate in sales meetings

001

Industry

The non-profit funds and organizations are a market that is very “young” in terms of digitization and investment opportunities – they do, however, have a high potential for a streamlined process in asset management.

002

Challenges

How do one access a market, in which there is no official information available? An industry that is “young” in terms of digitization, and where chairmen and administrators aren’t interested in digitizing and streamlining the processes?

003

Solution

To identify all relevant and current non-profit funds – and to then refine them with information on how to access the market in the HubSpot 360 automatic sale-ecosystem.

004

Services

1. To find attractive customers and leads

2. Leadgenerating

3. Digitization of the sales process

Sale in practice 1-3

005

Systems

Hubspot CRM

Hubspot Sales enterprise & marketing pro

linkedin sales navigator

vidyard videopitches

Plecto dashboard & bi

Lasso X Segmentation

Radiant is a great partner in our sales transformation process. The team is very dedicated, insightful and helpful and have a strong commercial mindset. The have helped us with e.g. email marketing automation, sales material and CRM implementation and to focus on datadriven approach. We are happy to recommend Radiant.