Case Studies

Client was a venture backed artificial intelligence firm with no formal sales process or team.

Exaltaret was engaged to provide sales advisory services around creating a full-cycle sales process. The goal was to train management on the sales management process as well as execute a pilot sales program.

Exaltaret quickly learned the company technology and implemented a fully functioning sales process. Within one month, Exaltaret created a CRM, enterprise target list, and sales training narrative. Exaltaret secured multiple one-hour product demonstrations with Fortune 500 financial institutions.

Exaltaret was engaged by a fintech firm operating in the investment management and hedge fund space. The client sold three separate products and service: order management systems, custom software development, and back office services.

Exaltaret worked closely with the management team to create a sales strategy as well as design a CRM focused on centralizing all three offerings with a flexible message - ensuring the company would approach business opportunities with the correct service line solution.

Within one year, Exaltaret secured over 100 product demonstrations for the client, leading to new sales growth across all three client service offerings. As a result, the client enjoyed a 400% ROI. Exaltaret drove this success using historical experience working with investment management firms.

Exaltaret was engaged to provide new business development opportunities for a large professional services firm.

Our team agreed to conceptualize new ways to buildout the business development function with a highly targeted approach. Exaltaret worked closely the the client management team to create both a life sciences and manufacturing business development tailored function that used a collaborative approach between Exaltaret and the clients front-line business development team.

This approach yielded multiple new customers over a multi-year engagement and identified an additional 50 new opportunities for the client in both the life sciences and manufacturing verticals.

The Exaltaret team transitioned the new advisory approach to the client. Our team was tasked with training all levels of the client sales organization on how to run the approach on a national level.