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Case Studies
Sales and Marketing Ops for a Gen-AI Video Startup
GEN-AI / VIDEO — SALES & MARKETING OPS Ai Startup

Sales and Marketing Ops for a Gen-AI Video Startup

Our customer is one of the world's leading generative AI companies, whose technology elevates video content for professionals in marketing, learning and development, and CX, as well as for content creators of all kinds. Accessible via a self-service studio, API, or plug-ins, their platform transforms still photos into personalized streaming videos, giving businesses a new interface for engaging customers. As the company scaled rapidly across multiple geographies, we partnered with them to bring structure, automation, and measurement to their sales and marketing operations.

Overview

Key Highlights

Problem Statement

A deluge of inbound and outbound leads during a phase of rapid growth was overwhelming sales and marketing teams that were scaling and building processes at the same time.

Approach

Implemented and standardized process, metrics, reporting, and dashboards across the sales cycle, with automation and enhancements to Salesforce for better control and measurement.

Results

Streamlined sales and marketing processes within 3 months, freeing the leadership team to focus on closing deals and creating new opportunities.

Project Overview

Details & Results

Problem Statement
  • Customer was going through a phase of rapid growth across multiple geographies 
  • Receiving a deluge of leads from both inbound and outbound channels 
  • This was overwhelming for sales and marketing teams that were scaling and building processes at the same time 
Solution

We worked with the sales leadership team to create integration processes for the sales and marketing stacks. 

  • Fine-tuned existing processes and took ownership of maintaining sales operations tasks, so the sales team could focus on deal closures instead of tools and processes 
  • Worked closely with on-shore marketing, sales, and finance teams on key KPIs and reporting
Outcomes
  • Speed: Streamlined sales and marketing processes within 3 months 
  • Leadership Focus: Freed the leadership team to focus on closing deals and creating new opportunities 
  • Automation: Introduced automations that drastically reduced the time the sales team spent working with sales tools 
  • Cross-Functional Alignment: Established close collaboration with on-shore marketing, sales, and finance teams on key KPIs and reporting 
  • Scalable Operations: Built a sales and marketing operations engine designed to stay robust and predictable as the company continues to scale

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