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Case Study

How RevPartners Streamlined the Customer Journey for a Full HR Outsourcing Company

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Customer Info

 

Company S offers HR and talent management solutions to help businesses attract top talent and become employers of choice. Their services range from full HR outsourcing to customized support. They focus on promoting a healthy work-life balance and fostering a positive company culture.

 

Overview

RevPartners collaborated with Company S to tackle challenges in their customer journey and sales funnel, which were hampering their ability to make informed decisions. By working closely together, RevPartners helped Company S map out their customer journey, align key definitions, automate critical processes, and build a reliable reporting system. This partnership enabled Company S to confidently pursue their revenue goals with a clear strategy in place.

The Challenge

Unclear Customer Journey

  • Company S struggled to pinpoint which parts of their customer journey needed improvement, causing delays in decision-making.

Confusing Funnel Reports

  • Their funnel reports were inconsistent and confusing, making it hard to determine where to focus their resources.

Uncertainty in Decision-Making

  • Without reliable data, Company S couldn’t decide whether to invest more in ads, improve their content, or push their sales team to engage leads more effectively.

The Solution

Comprehensive Journey Mapping

  • RevPartners helped Company S visually map out the entire customer journey, from the first website visit to becoming a customer. This clear map made it easy to spot key conversion points.

Standardized Definitions

  • Together, they set clear definitions for each stage of the customer journey—Lead, MQL, SQL, Opportunity, Customer—ensuring consistent and accurate tracking.

Automated Lifecycle Stages

  • RevPartners automated the lifecycle stages to ensure no steps were skipped, keeping the funnel report accurate and data reliable.

Robust Funnel Reporting

  • With automation in place, they built a detailed funnel report, allowing Company S to monitor and analyze their customer journey in real-time, even if historical data had limitations.

The Impact

Clear Goal Setting

  • The new system allowed Company S to set precise goals for the number of customers, deals, SQLs, MQLs, and leads needed to hit their revenue targets, providing a clear path to success.

Streamlined Sales and Marketing Operations with a Fully Integrated HubSpot Platform

  • With accurate data and smooth automation, Company S quickly identified and fixed bottlenecks in their customer journey, making their sales process more efficient.

Enhanced Lead Management Processes

  • With reliable data, Company S focused on creating targeted ad campaigns that boosted their top-of-funnel performance and accurately calculated the MQLs needed to meet their revenue goals, driving their business forward.

Lifecycle Stage Reports Before and After

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