Client Success Stories

See how revenue leaders modernized their CRM, aligned GTM teams, and unlocked predictable growth powered by RevMax.

ED TECH

Market attribution enhancement

We helped a major Ed TEch company optimize lead flow and sales qualification. The organization lacked clear visibility into the transition of Marketing Qualified Leads (MQLs) to Sales Opportunities. This ambiguity hindered effective tracking of process adherence by the Sales team and prevented Marketing from optimizing lead quality.

FINANCIAL SERVICES

CapitalSphere modernizes CRM and boosts forecasting accuracy by 28%

A major investment advisory firm partnered with RevMax to rebuild their CRM, clean up years of bad data, and automate reporting—driving massive forecasting accuracy improvements.

FINANCIAL SERVICES

CapitalSphere modernizes CRM and boosts forecasting accuracy by 28%

A major investment advisory firm partnered with RevMax to rebuild their CRM, clean up years of bad data, and automate reporting—driving massive forecasting accuracy improvements.

FINANCIAL SERVICES

CapitalSphere modernizes CRM and boosts forecasting accuracy by 28%

A major investment advisory firm partnered with RevMax to rebuild their CRM, clean up years of bad data, and automate reporting—driving massive forecasting accuracy improvements.

FINANCIAL SERVICES

CapitalSphere modernizes CRM and boosts forecasting accuracy by 28%

A major investment advisory firm partnered with RevMax to rebuild their CRM, clean up years of bad data, and automate reporting—driving massive forecasting accuracy improvements.

FINANCIAL SERVICES

CapitalSphere modernizes CRM and boosts forecasting accuracy by 28%

A major investment advisory firm partnered with RevMax to rebuild their CRM, clean up years of bad data, and automate reporting—driving massive forecasting accuracy improvements.