Cloud Pathfinder helped Sentient Energy clean up their tech stack and align Salesforce to their go-to-market operations. Now, they run coordinated sales and marketing efforts to drive leads through a funnel with minimal manual labor, freeing up their Sales team to focus on what's most important - customers.
When Cloud Pathfinder began working with Sentient Energy, we spent a lot of time understanding where they experienced challenges in their day to day work. Sentient Energy was using multiple tools to support marketing efforts, sales operations, and client projects. Additionally, the technology they were using didn't align to their actual day-to-day tasks. All the disparate tools and misalignment led to a lot of manual data entry and significant issues creating accurate sales and financial forecasts. Our first step was to provide a roadmap for consolidating the tools and aligning Sentient's technology spend to the vital sales & marketing operations.
Business Objectives:
- Improve alignment of technology to actual Sales.
- Process Reduce inefficiencies and manual data entry.
- Increase accuracy of sales and financial forecasts.
- Improve coordination between Marketing & Sales.
