The Challenge
Axial3D, a market leader in processing medical images and converting them into 3D models for surgical planning and medical device companies, faced challenges in transitioning from a startup to a scale-up. They needed to establish robust processes and systems to support their growth. The existing sales automation platform was inadequately configured and lacked structured data and insights. There was a pressing need for accurate revenue forecasting to ensure deployment of investment and to provide reliable reports to investors and the board. Additionally, the company required a comprehensive system to manage sales automation, marketing automation, and revenue forecasting in a unified manner.
The Solution
To address these challenges, Axial3D implemented Salesforce CRM. The decision was made after evaluating different platforms, including PipeDrive, HubSpot, and Salesforce. The engagement and support from Salesforce, along with the right-sized deployment by Tether, made Salesforce the preferred choice. Key steps in the solution included implementing Salesforce for sales automation, marketing automation, and revenue forecasting. The integration of Salesforce with other platforms like Xero guaranteed revenue management. A clear requirements definition with Tether ensured a straightforward and value-driven implementation. Continuous refinement and development of additional reports, dashboards, and processes were carried out to meet evolving business needs.
The Outcome
- Implementing Salesforce significantly improved Axial3D’s operations.
- The company gained full visibility into its sales pipeline and business performance, enabling accurate revenue forecasting and better decision-making.
- Salesforce provided reliable data for investor and board reporting, ensuring confidence in the numbers presented.
- The marketing automation capabilities facilitated effective lead follow-up, campaign management, and ROI tracking, optimising the use of marketing dollars.
- The system supported Axial3D’s growth from a startup to a scale-up, with ongoing refinements to meet evolving needs.
- The unified platform eliminated the need for manual data consolidation, streamlining operations and providing a single source of truth for revenue forecasts and sales data.
