Case Study

    How a B2B SaaS Platform Increased Revenue by 37% with a Fractional CRO

    A 6-month engagement that transformed sales processes and unlocked sustainable growth

    Revenue Increase

    +37%

    Conversion Rate

    +42%

    Sales Cycle

    -23%

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    Client Profile

    The Company

    A B2B SaaS platform providing project management and collaboration tools for mid-market professional service firms.

    • Industry:Professional Services SaaS
    • Company Size:45 employees
    • Annual Revenue:$7.5M ARR
    • Growth Stage:Series A, scaling phase

    The Challenge

    Despite having product-market fit and growing steadily for three years, the company was experiencing:

    • Declining conversion rates across their sales pipeline
    • Increasing customer acquisition costs
    • Misalignment between marketing and sales teams
    • Inconsistent sales processes and messaging
    • Insufficient analytics to guide strategic decisions

    "We knew we needed executive-level revenue leadership, but weren't ready to commit to a full-time CRO salary. A Fractional CRO gave us the expertise we needed at a fraction of the cost."

    — CEO, B2B SaaS Platform

    The Solution

    Engagement Structure

    Time Commitment

    • 2 days per week
    • 6-month initial contract
    • Option to extend or transition

    Reporting Structure

    • Direct report to CEO
    • Leadership of 12-person revenue team
    • Weekly executive team meetings

    Key Objectives

    • Increase conversion rates by 25%
    • Reduce sales cycle by 15%
    • Implement data-driven processes

    Implementation Strategy

    1

    Month 1: Discovery & Quick Wins

    • Comprehensive revenue operations audit
    • Implementation of enhanced analytics and reporting
    • Sales process documentation and optimization
    • Quick win: Updated proposal and pricing structure
    2

    Months 2-3: Process & Team Optimization

    • Implementation of MEDDIC sales methodology
    • Creation of ideal customer profiles and buyer personas
    • Sales and marketing alignment workshops
    • CRM optimization and workflow automation
    3

    Months 4-5: Scaling & Enhancement

    • Sales team coaching and performance management
    • Implementation of account-based marketing approach
    • Customer success and expansion strategy
    • Revenue forecasting and planning framework
    4

    Month 6: Transition Planning

    • Documentation of all processes and methodologies
    • Leadership development for internal team members
    • Long-term revenue growth roadmap
    • Transition plan to internal leadership

    Results & Impact

    Key Performance Improvements

    • Sales Conversion Rate+42%
    • Sales Cycle Length-23%
    • Customer Acquisition Cost-18%
    • Average Deal Size+21%
    • Revenue Growth+37%

    Qualitative Outcomes

    • Aligned Revenue Operations - Sales and marketing teams now work collaboratively with shared goals and metrics
    • Data-Driven Decision Making - Implementation of dashboards and analytics enabling informed strategic decisions
    • Scalable Sales Process - Documented, repeatable methodology that new team members can quickly adopt
    • Enhanced Team Capabilities - Sales team now equipped with advanced selling skills and tools
    • Improved Forecasting Accuracy - Revenue predictions now accurate within 5% of actuals

    "The ROI on our Fractional CRO engagement was exceptional. Beyond the metrics, the cultural transformation in how we approach revenue generation has been invaluable."

    — VP of Sales

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