Set 2 Close Overview

Set2Close offers a unique approach to enhancing revenue operations, particularly for B2B companies seeking growth through effective lead generation strategies. By integrating technology, optimizing processes, and refining marketing and sales team efforts, Set2Close aims to significantly boost revenue. Their services include Fractional Revenue Operations and CRM Development, which are designed to modernize sales programs and increase revenue, as demonstrated by a notable 40% revenue increase over ten months. As a HubSpot Elite Partner, they provide tailored solutions to overcome low conversion rates and outdated systems, fostering innovation and efficiency. This approach ensures businesses stay competitive and achieve sustainable growth.

Use Cases

Customers recommend Onboarding, Proposal & Quote Management, Contract Management, as the business use cases that they have been most satisfied with while using Set 2 Close.

Other use cases:

  • Identify Skill Gaps
  • Inbound Marketing
  • Coaching
  • Business Development
  • Workflow Management
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Business Priorities

Increase Sales & Revenue and Improve ROI are the most popular business priorities that customers and associates have achieved using Set 2 Close.

Other priorities:

  • Acquire Customers
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Set 2 Close Use-Cases and Business Priorities: Customer Satisfaction Data

Set 2 Close works with different mediums / channels such as Phone Calls.

Set 2 Close, belong to a category of solutions that help Lead Generation. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Revenue Operations Firm boosts efficiency and revenue by combining technology, processes, and team optimization. A proven formula supercharges marketing and sales operations.

Set 2 Close Customer wins, Customer success stories, Case studies

What makes Set 2 Close ideal for Onboarding?

bChex - Information Technology And Services

Set 2 Close RevOps services helped bChex, a SaaS background investigation provider, boost sales velocity by 1,497%. The team used a predictive revenue model and a customized HubSpot CRM to gain bette...r sales visibility. Sales operations became more efficient, raising average order value by 77%. The average days to close a deal dropped by 39%. The sales team structure and forecasting also improved, driving consistent growth.

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Airlock Digital - Computer & Network Security

Set 2 Close overhauled Airlock Digital's HubSpot system. Airlock Digital had manual sales processes and no integration with key financial software. Set 2 Close automated lead assignment, renewals, an...d reporting, and integrated Maxio for finance. Sales rep efficiency rose by 20%. Annual recurring revenue increased by 30% in 8 months. CRM adoption improved from 64% to 95%.

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Metal Building Outlet Corp. - Manufacturing

Set 2 Close helped Metal Building Outlet Corp. fix their HubSpot CRM. The sales team had trouble with a broken system and spent too much time on support tickets. Set 2 Close simplified workflows and ...gave training. Support tickets dropped from 20-30 a day to almost zero in two weeks. The average sales cycle went from over 100 days to just 30 days. Sales velocity increased by 349%.

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Airlock Digital - Information Technology And Services

Set 2 Close overhauled Airlock Digital's HubSpot system. Airlock Digital faced manual sales processes and poor integration with financial tools. Set 2 Close automated workflows, integrated Maxio, and... improved reporting. Sales rep efficiency rose by 20%. Annual recurring revenue increased by 30% in 8 months. CRM adoption jumped from 64% to 95%. System utilization improved by 31%.

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Novamen - Chemical Manufacturing & Distribution

Novamen had trouble growing because their sales program was old and their CRM was not used well. They did not have clear steps for growth or good training for their team. The company got help with ma...rket research, a new sales playbook, team coaching, and a new CRM system. After these changes, Novamen saw a 60% increase in lead generation. Their revenue went up by 40% in 10 months. They also saw a 25% increase in revenue within accounts.

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Metal Building Outlet Corp. (MBO) - Construction

Metal Building Outlet Corp. had problems with their HubSpot CRM. The system was not set up well and slowed down the sales team. Set 2 Close fixed the CRM and made it easier to use. They gave training... and removed confusing parts. Support tickets dropped from 20-30 a day to almost zero. The average sales cycle went from over 100 days to just 30 days. Sales velocity increased by 349%.

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Set 2 Close Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

3.42/5

Read Reviews (4)
Analytics

3.17/5

Read Reviews (2)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.42/5

Read Reviews (4)
Analytics

3.17/5

Read Reviews (2)

Software Failure Risk Guidance

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for Set 2 Close

Top Failure Risks for Set 2 Close

Set2Close Profile

Company Name

Set2Close

Company Website

https://set2close.io/

HQ Location

Vancouver, British Columbia CA

Employees

11-50

Social

Financials

PRIVATE