Improving OKRs and taking client company to new heights

London-based ACME-Payments (name changed to protect client confidentiality) is a mid-market, B2C fintech platform with global coverage and focused on an exceptional end-user experience. In 2021, after seeing other companies succeed with OKRs, ACME implemented an Objectives and Key Results (OKR) framework to support their goal of accelerated growth.

How we helped a commercial software company improve their sales processes with insights into deals

A North America based commercial software company reached out to us to identify a way to enable them to better assess opportunities lost during the sales process, so that they can optimize and apply their learnings in future engagements. The client was interested in using TruSales for this insight, and engaged our team to build an integration between Salesforce Sales CRM and TruSales. This integration enabled a seamless yet selective data sharing through a sync of Salesforce data to TruSales for sales insights.