From opportunity to closed investment

Sustain 15% annual revenue growth for three years by lifting performance across 2,500 locations.

Store closures and declining same-store sales offset new-store growth, while poor performance visibility delayed corrective action.

Location-level account management with performance tracking and targeted workflows to flag struggling stores and coordinate timely support.

Restore 10% year-over-year organic sales growth through consistent new customer acquisition.

Existing account demands and little territory visibility crowded out prospecting, so reps could not consistently develop new business.

Salesforce territory visibility, prospect prioritization, and pipeline management to surface untapped accounts and standardize sales execution.

Reach $15B in AUM by improving member retention and deepening existing relationships.

Fragmented member data blocked coordinated outreach and obscured retention risks and cross-sell opportunities.

Expanded ServiceNow CRM with unified member profiles, coordinated workflows, and opportunity tracking to drive retention and cross-sell.

Grow revenue by cutting quote turnaround time 40% and responding to prospects sooner.

Multiple handoffs and approvals delayed quotes, costing Crane business before proposals went out.

AI-enabled quoting to consolidate required information, streamline handoffs, and accelerate approval routing.

Grow revenue from $60M to $100M in five years and increase enterprise value ahead of divestiture.

Siloed customer data constrained personalization and conversion, capping marketing’s contribution to revenue.

Unified customer data, behavioral triggers, and automated journeys to deliver relevant communications and lift campaign conversion.

Improve gross margin through tighter control of, and accountability for, trade spend.

Disconnected systems and incomplete chargeback reconciliation weakened spending oversight, allowing leakage that eroded gross margin.

Centralized trade-spend planning, approvals, and reconciliation to tighten controls, resolve deductions, and track program performance.

Sustain 30% compound annual growth beyond the pandemic-driven demand surge.

Without a unified CRM, distributors struggled to manage pipeline and leadership lacked visibility into channel opportunities.

Partner portal and opportunity management to coordinate channel activity, standardize pipeline management, and support forecasting.

Reduce OPEX while case volumes rise, decoupling operating costs from revenue growth.

Manual intake and routing made it difficult for a 100-person service team to handle growing case volumes without raising operating costs.

ServiceNow centralized case intake, automated routing and escalations, and enabled case deflection and faster resolution.