Driving revenue with
[you]&Cohen
[gardenhouse brands]&Cohen:
Increasing proactivity and accountability
gardenhouse brands is a fast growing legal cannabis distributor in over 400 stores throughout California. After sinking thousands of dollars into other CRMs and consultants, they had lost faith in getting a system up and running that would meet the demands of their high volume and compliance-heavy industry without adding a burden to their sellers who needed to spend their time selling, not doing data entry.
Approach:
Converted ad hoc sales behavior into proven and effective processes
Built integrated systems across departments (sales, fulfillment, accounting)
Automated as many processes as possible
Outcomes:
Increased sellers’ touch points with each of their customers
Reduced service errors for fulfillment
Improved performance visibility across sales org
Enabled data driven decision-making to identify key areas of growth
No increase in manual data entry
“Having tried multiple CRMs, this is by far the most sophisticated and dialed-in system I’ve encountered. I know there’s a lot of moving parts in our sales infrastructure and you’ve managed to comprehensively address them all. Speaking for the sales team, we couldn’t be happier with the way it turned out.”
- Stefan R., CRO, gardenhouse brands
[Tech co]&Cohen:
10x sales and improving customer satisfaction with a Fortune 500 partner
As one of LA’s fastest growing companies, this tech co had just landed one of the country’s largest media companies as a reseller. In order to keep up with the sheer volume of new sales without a hiccup, the team had to do something different from their old-school email-to-order system. If things stayed the same, the company projected the account management team would have to triple in size to support this partner. By the end of our work together, the team had comfortably stayed the same size while the partnership grew nearly 10x in just over a year.
Approach:
Establish clear SOP from forecasting and order intake to campaign management and final delivery
Integrate a suite of low-cost online tools to facilitate the complex order and fulfillment process
Utilize automation and conditional logic for effective order routing
Outcomes:
Increased operational capacity of each account manager (the amount of clients and requests each employee could handle)
Decreased time to respond to new orders and client requests
Eased order submission and order tracking for clients
“After being inundated with manual work day in and day out, Chris was able to free up time by automating mundane tasks which led to increased production and providing clients with more strategic insights.”
— Senior Account Manager