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Set 2 Close
Set 2 Close Lead Generation 4.0 42 reviewer insights

Set 2 Close: Sales Operations and CRM Workflow Management

Industry Leading Outsourced Sales Team

Set 2 Close helps sales teams manage their CRM workflows and improve sales operations. Teams use it to manage their CRM workflows, allowing them to manage their CRM with confidence. They also automate sales processes, which helps in managing customer service tasks efficiently. For example, a customer fixed their broken HubSpot CRM, which previously caused delays in moving deals forward. Now, the team manages their CRM with confidence.

Seen most for

Reported results

Typical customer

Small companies

75% of customer stories; 20% from computer & network security.

What teams use Set 2 Close for

Explore Set 2 Close use cases grouped by customer job. Click a use case to read the supporting evidence, or open a job to see detailed results.

Job
How widely used
Use cases
Also used for
bchex, Dingus & Zazzy Sales Engagement
Common use
Seller onboarding and coaching Metal Building Outlet Corp., Metal Building Outlet (MBO) Sales Enablement
Common use
Hypergen Sales Performance Management
Emerging use
Hypergen Conversation Intelligence
Emerging use
Novamen Sales Training and Onboarding
Emerging use

Other use cases

Set 2 Close capabilities

Explore Set 2 Close capabilities and related topics most often mentioned in customer evidence. Click a capability to read the supporting evidence.

Who uses Set 2 Close

IndustriesAggregated usage insights
Computer & Network Security: 20%Manufacturing: 20%Marketing and Advertising: 20%Construction: 20%Information Technology and Services: 20%
Company sizeAggregated usage insights
Small business: 75%Mid-market: 25%
  • Small business75%
  • Mid-market25%

Set 2 Close customer stories

Results reported in published case studies.

Novamen

Manufacturing
+60% lead generation

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 Novamen faced outdated sales processes, poor CRM use, and unclear growth direction.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 detai...

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 Novamen faced outdated sales processes, poor CRM use, and unclear growth direction.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 playbook, 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

Set2Close helped bChex, a SaaS background investigation provider, transform its sales operations. bChex faced limited sales visibility, inefficient processes, and needed to boost sales te...

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 efficiency. 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, ...

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, and 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

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 simp...

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 workflows 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

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 wen...

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%.

Dingus & Zazzy

Marketing And Advertising · Small
+50% lead to conversion ratio

Set2Close helped Dingus & Zazzy build a formal sales structure. The team created a detailed sales playbook and integrated CRM automation. They added automated meeting reminders and resche...

Set2Close helped Dingus & Zazzy build a formal sales structure. The team created a detailed sales playbook and integrated CRM automation. They added automated meeting reminders and rescheduling tools. Sales coaching supported the team through changes. Dingus & Zazzy saw a 50% increase in lead to conversion ratio, a 3x boost in monthly acquisition revenue, and a 40% rise in meeting show up rates.

Set 2 Close activities

From 42 reviewer insights.

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Set2Close Profile

Company Name

Set2Close

Company Website

https://set2close.io/

HQ Location

Vancouver, British Columbia CA

Employees

11-50

Social

Financials

PRIVATE