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Sales Process Consulting and Custom Revenue Visualizations

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Overview
About the client
The problem
Our solution
Key outcomes
Overview
About the client
The problem
Our solution
Key outcomes
  • overview

PRMT partnered with a global communications and consulting firm to modernize its sales operations, transforming a fragmented process into a streamlined, data-driven revenue engine. The project involved providing sales-process consulting, implementing a new CRM, and automating key workflows from deal closure to invoicing. A custom executive dashboard now provides real-time, comprehensive visibility into the entire sales pipeline, empowering leadership with actionable insights and accelerating revenue recognition.

“PRMT partnered closely with our team to modernize sales operations end-to-end. Their structured approach elevated our sales operations, giving leadership clearer visibility and our team a smoother, faster workflow. We’ve been consistently impressed by PRMT’s professionalism and responsiveness.”

Heather, Partner

  • About the client

Communications Firm

The client is an independent, full-service communications and narrative consulting firm. Built on the belief that good ideas can change the world, they help shape public image and cultural conversations for clients across a wide range of industries. They are a collective of professionals who leverage earned, owned, and paid engagements to create new models of success for their clients.
  • The problem

A Fragmented Sales Approach

Fragmented Pipeline

The firm's sales pipeline was fragmented and lacked a consistent structure, making it difficult for the team to track deals and accurately forecast revenue.

Manual Bottlenecks

Critical administrative tasks, such as contract creation and invoicing, were manual hand-offs that slowed down cash collection and increased administrative effort.

Lack of Visibility

Leadership lacked a single, reliable source of truth to monitor performance, identify bottlenecks, and gain a clear view of the sales and revenue pipeline.

Disconnected Systems

The sales process was disconnected from the rest of the company’s tech stack, leading to inefficiencies and a lack of data flow between platforms.
  • OUR SOLUTION

Growing Sales

PRMT provided a dedicated sales-process consultant who guided the firm through defining clear deal stages and selecting a best-fit CRM. We then seamlessly integrated this new platform into their existing tech stack and redesigned the sales pipeline with automated workflows. A key solution was the implementation of a “contract-to-cash” automation, which instantly generates contracts and flows them to the accounting system for immediate invoicing upon deal closure.
  • Key outcomes

A Streamlined Revenue Engine

Automated Pipeline

A fully automated, metrics-driven sales pipeline was created, which removes manual administrative work and allows reps to stay focused on selling.

Accelerated Cash Flow

Automated workflows for contract generation and invoicing streamlined the entire process, significantly cutting administrative effort and accelerating revenue recognition.

Enhanced Visibility

A custom executive dashboard provides real-time visibility into pipeline health and cash forecasts, empowering leaders with actionable insights.

Integrated Technology

The new CRM was seamlessly integrated into their existing tech stack, creating a cohesive system that drives efficiency and improves data accuracy.

“PRMT partnered closely with our team to modernize sales operations end-to-end. Their structured approach elevated our sales operations, giving leadership clearer visibility and our team a smoother, faster workflow. We’ve been consistently impressed by PRMT’s professionalism and responsiveness.”

Heather, Partner

  • Recent Projects

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A Verified Security Posture

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