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 As a HubSpot Elite Partner, they provide tailored solutions to overcome low conversion rates and outdated systems, fostering innovation and efficiency.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.

Peer review evidence (same sources as the product rating summary)

"...Building An Internal Sales Development Team Is Risky, Time Consuming & Expensive. ..." Industry Leading Outsourced Sales Team At Your Fingertips
"...After the strategy call is completed we will send a proposal contract & a project plan with a proposed timeline. ..." Industry Leading Outsourced Sales Team At Your Fingertips
"...After the strategy call is completed we will send a proposal contract & a project plan with a proposed timeline. ..." Industry Leading Outsourced Sales Team At Your Fingertips

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 Are the key features of Set 2 Close for Onboarding?

Novamen - Manufacturing

Set 2 Close helped Novamen boost lead generation by 60%. Novamen faced outdated sales processes, poor CRM use, and unclear growth direction. The solution included market research, a detailed sales pl...aybook, sales team coaching, and a fully integrated CRM system. Novamen saw a 40% increase in revenue within 10 months and a 25% revenue increase within accounts. CRM development and sales process improvements drove these results.

 

bChex - Information Technology And Services - Small

USA

Set2Close helped bChex, a SaaS background investigation provider, transform its sales operations. bChex faced limited sales visibility, inefficient processes, and needed to boost sales team efficienc...y. Set2Close implemented a predictive revenue model, customized HubSpot CRM, and restructured the sales team. Sales velocity increased by 1,497%. The average days to close a deal dropped by 39%. Average order value rose by 77%. bChex gained better forecasting and a more effective sales team.

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%.

 

Metal Building Outlet Corp. - Construction - Medium

Denver, USA

Set 2 Close helped Metal Building Outlet Corp. fix their broken HubSpot CRM. The sales team used to spend hours on support tickets and could not move deals forward. After Set 2 Close simplified workf...lows and trained the team, daily support tickets dropped from 20-30 to almost zero. The average sales cycle shrank from over 100 days to just 30 days. Sales velocity increased by 349%. The team now manages their CRM with confidence.

 

Airlock Digital - Computer & Network Security - Small

Adelaide, Australia

Set 2 Close helped Airlock Digital fix their HubSpot setup. They automated sales and customer service tasks. They integrated Maxio for better financial reporting. Sales rep efficiency went up by 20%.... Annual recurring revenue grew by 30% in 8 months. CRM adoption jumped from 64% to 95%.

 

Metal Building Outlet (MBO) - Construction - Medium

Denver, USA

Set2Close helped Metal Building Outlet fix their broken HubSpot CRM. The sales team used to spend lots of time on support tickets and could not move deals forward. Set2Close simplified workflows and ...trained the team. Support tickets dropped from 20-30 a day to almost zero in two weeks. Sales cycle time fell from over 100 days to just 30 days. Sales velocity increased by 349%.

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