“Pascal Strategies helped us understand how we could unlock the full potential of our sales and marketing operations. The CRM Optimizer project has given us the structure and insights we needed to scale efficiently while maintaining a strong customer experience.”
Fredrik Wångberg, CEO Strikersoft
For any consultancy firm, agility is the key cornerstone in business growth—but without structure, even the most dynamic teams can struggle to scale their success. At Strikersoft, a highly skilled and multifunctional team was navigating complex sales and marketing processes while fulfilling multiple roles. The challenge? Ensuring efficient lead management, seamless follow-ups, and actionable insights on return on investment, all without sacrificing their ability to remain adaptable and innovative.
About Strikersoft: Innovating for a Digital Future
Strikersoft transforms groundbreaking ideas into tangible business solutions. With a strong focus on digitalization, Strikersoft helps businesses enhance efficiency, reduce costs, and create superior user experiences. Their brand promise, "Ideas Come True," reflects their ability to turn bold entrepreneurial visions into sustainable business models. From disruptive innovations to optimization of existing operations, Strikersoft is dedicated to driving progress in the digital space.
Unlocking Potential: The Strikersoft Opportunity
Strikersoft has a talented, agile team with a clear mission: to enable businesses to harness the power of digital transformation. However, as their business scaled, their sales and marketing processes faced increasing complexity. With multiple roles managing fragmented workflows and a lack of integration between marketing and sales, valuable opportunities were being lost.
While the team had a structured CRM and automation tool in place, inconsistent usage and manual-heavy processes created inefficiencies. Data silos, unclear lead nurturing strategies, and limited tracking of key sales metrics meant that opportunities for growth were not being fully leveraged. By refining their CRM and Marketing Automation processes, Strikersoft had the potential to optimize lead conversion, strengthen customer relationships, and improve overall operational efficiency.
The Challenge: A Need for Structure, Integration, and Automation
Despite their strong market position and innovative mindset, Strikersoft faced several operational hurdles:
01
Inefficient Sales & Marketing Processes
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Manual lead management slowed down the sales process, making it difficult to scale efficiently.
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Marketing automation was underutilized, limiting engagement opportunities.
03
Communication Gaps & Role Ambiguity
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Outbound and inbound marketing efforts were not fully integrated, leading to a disjointed customer journey.
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Technical roles were also involved in sales efforts, creating role ambiguity and inefficiencies.
02
Fragmented Data & Limited Visibility
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CRM usage was inconsistent, making it difficult to track leads and opportunities effectively.
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The absence of clear KPIs for conversion rates, pipeline velocity, and customer lifetime value made it hard to measure success.
04
Weak Nurturing of Low-Priority Leads
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No structured strategy for engaging low-priority leads resulted in lost potential sales opportunities.
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The lack of automation meant that follow-ups were inconsistent and dependent on manual efforts.
The Project: CRM Optimization with Pascal Strategies
To address these challenges, Pascal Strategies led a comprehensive CRM and Marketing Automation Optimization initiative using Pascal CRM Optimizer. The project aimed to streamline operations, enhance automation, and enable data-driven decision-making.
Key Project Deliverables
1. CRM Data Cleanup & Contact Management
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Bulk sorting of irrelevant or outdated contacts.
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Identification of key segmentation strategies to improve lead nurturing.
2. Custom Property Creation & Optimization
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Development of custom CRM properties for improved segmentation and tracking.
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Improving Engagement scoring for better automation.
3. Task Automation & Workflow Implementation
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Suggested workflows for lead nurturing and follow-ups.
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Sales automation for better opportunity tracking.
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Creating Opportunities for engagement-based email follow-ups.
4. Sales Funnel & Pipeline Optimization
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Optimization of deal tracking and conversion funnel.
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Introduction of structured lead nurturing workflows.
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Improved visibility into sales performance with real-time dashboards.
6. KPI Implementation & Reporting
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Clear definitions and tracking mechanisms for key sales KPIs, including:
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Lead-to-Customer Conversion Rate
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Customer Lifetime Value (CLV)
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Pipeline Velocity
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Customer Acquisition Cost (CAC)
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Setup of a centralized dashboard for real-time sales performance insights.
Key Results
After a robust MARTech evaluation, Strikersoft gained the tools to how they could create immediate and measurable improvements across their sales and marketing operations. By reducing manual CRM tasks, their team could shift focus to strategic sales initiatives. With automated workflows that streamlined lead nurturing, they could ensure that no opportunity was overlooked, maximizing conversion potential.
The platform also strengthened sales and marketing alignment, fostering better collaboration and a more cohesive customer journey. With suggested KPI tracking, Strikersoft gained deeper insights into how sales performance could be measured, enabling smarter, data-driven decision-making and continuous process improvements.