SmallGiants

BACKGROUND

Please describe your company and position.

I am the CEO of Pearlstone Energy

Describe what your company does in a single sentence.

Providing a service to industrial and commercial clients to save electricity by helping to balance the National Grid supply and demand, with measurable progress on your Net Zero goals

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SmallGiants to accomplish?

• To design our website and help with our digital marketing strategy

SOLUTION

How did you find SmallGiants?

Referral

Why did you select SmallGiants over others?

• High ratings
• Great culture fit
• Company values aligned

How many teammates from SmallGiants were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Providing a brand new website, evaluating value proposition/branding and help with a digital marketing strategy.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Greater traction with our customers and having a new website

Describe their project management. Did they deliver items on time? How did they respond to your needs?

After a period of successful growth, we needed an online presence and digital marketing strategy so shopped around for a business to provide this service for us and, after some disappointing early collaborations, we found SmallGiants and began working with them in 2022. 

What was your primary form of communication with SmallGiants?

Virtual Meeting

What did you find most impressive or unique about this company?

What made them stand out for us was the effort they put into understanding our business and needs, and the flexibility they provided in tailoring their services to our immediate and longer term requirements. They have some great expertise and really do understand the challenges of the start-up journey. They’ve helped us achieve everything we initially asked for, as well as things we didn’t know we needed, and 2 years on from the start of our collaboration, we see them as valued partners for the next phase of our development.

Are there any areas for improvement or something SmallGiants could have done differently?

N/A

BACKGROUND

Please describe your company and your position there.

Crypto compliance AML Head of Generation

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Small Giants?

• SF complete mess of records, users, broken/out of date fields, permission levels, duplications, inconsistent nomenclature
• HS not set-up or integrated properly, over-engineered, sending incorrect & broken data to SF
• Wrong data throughout the sales & marketing tech stack: KPIs, Leads, Lead/Opp/Deal sources, customers records, duplications
• No internal resources available to analyse, resolve or manage
• Leads not consistently getting assigned to the Sales team
• No visibility of success of marketing campaigns or activities
• Insightful information/KPIs not being captured
• Sales Leader has no visibility of performance or state of play

SOLUTION

How did you select this vendor and what were the deciding factors?

Recommendation from colleagues who used SmallGiants previously at a different employer.

Describe the project in detail and walk through the stages of the project.

• Full detailed audit of both platform
• Implementation plan, clear deliverables, prioritised by urgency & level of difficulty
• Twice/week status meetings
• Asana board, project manager
• Phased SoW
• Wider tech stack review & recommendations

How many resources from the vendor's team worked with you, and what were their positions?

CEO Head of CRM (SalesForce) Head of Marketing Automation (HubSpot) CRM and Sales Automation Lead Project manager

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

• All problems understood, triaged and planned for
• HS data cleaned-up, incorrect automation rules removed, integration with SF fixed
• SF =master source of information
• Leads getting to correct sales reps
• New automated HS scoring and grading model for leads to MQLs
• Clean underlying data for Leads, Contacts and Key accounts
• SDRs able to do segment, sort & manage outbound campaigns  
• Zoominfo & MixMax integration working - Old data archived, user permissions fixed
• Fixes planned and part-built for creating single source of truth for Bookings and ARR, automation of contract generation
• Historical tracking for Leads and lead statuses
• Dashboards & reports for Sales Manager & wider organisation
• 'Event Campaigns’ functionality set-up in SF to measure marketing ROI
• Website data capture forms & fields fixed, GDPR compliant and sending clean and relevant data across ecosystem

How effective was the workflow between your team and theirs?

Very good, pro-active, professional, detailed, thorough.

What did you find most impressive or unique about this company?

Agile, responsive, experts, work well internally, understand clients needs and priorities.

Are there any areas for improvement or something they could have done differently?

Implementation of pricing book in SalesForce was behind schedule.

BACKGROUND

Please describe your company and position.

I am an executive of REALM

Describe what your company does in a single sentence.

REALM is a digital community engagement platform for iconic smart cities and sports clubs.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SmallGiants to accomplish?

Website development

SOLUTION

How did you find SmallGiants?

Referral

Why did you select SmallGiants over others?

• High ratings
• Great culture fit
• Referred to me
• Company values aligned

How many teammates from SmallGiants were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

"I wanted to thank you and the SmallGiants team for your support this year. I don't know how I would have managed all the website design, development and maintenance without you.
Working as an extended team, you have made it so easy for me to implement changes and new programs. I really appreciate your project management, specialist skills, flexibility, positive approach and fast turnaround. "

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Project launched on time and in budget, looked amazing.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Proactive and fast turnaround.

What was your primary form of communication with SmallGiants?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

SmallGiants' cultural fit impressed us; they acted as our extended team.

Are there any areas for improvement or something SmallGiants could have done differently?

No.  They got to know us so well.