With Proto IT Consultants and implementing a new monday.com solution,
Found&Chosen achieved the following outcomes
Sales Efficiency
Increase
Less Lead
Nurture Time
Increase in
Financial Accuracy
Found&Chosen
Found&Chosen is a progressive company specializing in Account-Based Marketing (ABM) strategies. The company’s success hinges on its ability to align marketing, sales, and customer success teams to help companies foster high-value relationships that fuel business growth. As their business began to scale, Found&Chosen realized a need for more efficient tools to manage and nurture leads, automate processes, and keep up with the demands of their growing client base. Proto IT Consultants offered a Monday.com custom solution to address these challenges.
Challenges Faced
Manual Lead
Nurturing
There was no central automated system, so the sales team tracked leads manually, making the process time-consuming and prone to missed tasks.
Lack of Task
Reminders
Especially the management of sales tasks and deadlines was quite cumbersome, and hence, resulted in missed follow-ups and stagnated sales pipeline.
Inefficient Revenue Tracking
Client billing and tracking of revenue were cumbersome and error-prone without full integration with financial software.
Solutions Provided by
Proto IT Consultants
Proto IT Consultants assisted Found&Chosen to structure their lead nurturing and operations through customized Monday.com integration. We optimized their sales workflow process through a tailored setup within monday.com.
monday.com Sales Automation
We configured Monday.com to monitor leads and stay in contact, automate sales workflow, minimize manual follow-up calls, and more.
Automated Email Sequences
We created email sequences that automatically communicated with leads on time, maintaining consistency without manual input, enabling lead follow-up automation.
Automated Task Reminders for Team
Now, every team member receives automated reminders on his or her tasks and deadlines, which eliminates missed follow-ups and keeps the sales pipeline moving efficiently.
Integration with QuickBooks
We integrated monday.com with QuickBooks to simplify financial management. This helps to track invoices and revenue directly in their central platform, ensuring efficient sales management.
CRM Workflow Customization
We workflow customization to ensure the sales process was streamlined and effective. The automated sales reporting features provided real-time insights, helping optimize processes and strategies.
Results
By collaborating with Proto IT Consultants and implementing a new monday.com solution, Found&Chosen achieved the following results
30% Sales Efficiency Increase
Man-hours were reduced using automated reminders and email sequences such that the team had more time for high-priority leads.
40% Reduction in Lead Nurture Time
The better workflows ensured faster lead follow-ups at the right intervals, thus significantly keeping the nurturing cycle low.
25% Increase in Financial Accuracy
QuickBooks integration helped in curtailing financial tracking errors as well as helping streamline the billing process.
Scalability
It ensures that Found&Chosen can now process leads more and clients with an optimized, automated installation process without overstraining the team.