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 As a HubSpot Elite Partner, they provide tailored solutions to overcome low conversion rates and outdated systems, fostering innovation and efficiency.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

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
See all business priorities See less business priorities

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 solutions does Set 2 Close provide for Onboarding?

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.

Read more →

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%.

Read more →

bchex - Information Technology And Services

bchex had trouble understanding what drove their sales growth. Their sales team was not efficient, and their sales process was slow. Set 2 Close helped by analyzing their sales process and building a... predictive revenue model. They set up a custom HubSpot CRM and restructured the sales team. As a result, bchex increased sales velocity by 1,497%, raised average order value by 77%, and reduced days to close a deal by 39%.

Read more →

Dingus & Zazzy - Marketing And Advertising

Dingus & Zazzy needed a better sales structure. Their sales team lacked formal processes and had low meeting show up rates. The solution included a detailed sales playbook, CRM automation, and new me...eting systems. The team also received sales coaching. As a result, they saw a 50% increase in lead to conversion ratio, a 3x increase in monthly acquisition revenue, and a 40% increase in meeting show up rates.

Read more →

Hypergen - Marketing And Advertising

Hypergen had trouble with sales. Their leaders were too busy and sales meetings were low. They did not have a clear sales process or use their CRM well. Set 2 Close helped them build a sales strategy..., create a playbook, and set up their CRM. They also hired and trained a new sales team. As a result, Hypergen doubled their closing rate and grew monthly recurring revenue by 35%.

Read more →

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%.

Read more →

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

?

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

Linkedin

Financials

PRIVATE