Revenue Architects

BACKGROUND

Introduce your business and what you do there.

I’m the owner of Redmond Communications; we’re an IT company focused on Microsoft technologies for large enterprise customers.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Revenue Architects?

We were looking for marketing support in terms of customer presentations, videos, and sales training strategies.

SOLUTION

What was the scope of their involvement?

Revenue Architects has been providing marketing and CRM migration services using Sharp Spring. They’ve also done slide decks, ROI calculators, and video-based marketing support. We started with a discovery process so they could understand our business challenges.

What is the team composition?

We’ve been working with John (CEO), Sherwin (Fractional CRO), and Thérese (Digital Strategy Architect).

How did you come to work with Revenue Architects?

One of my salespeople stumbled across them.

How much have you invested in them?.

We’ve spent around $250,000 with them so far.

What is the status of this engagement?

We started working together in January 2020, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

They developed a specialized sales framework that helped us land a $1 million account, which is big for us. They’ve also delivered a series of onboarding videos that have been instrumental to our daily work.

How did Revenue Architects perform from a project management standpoint?

They’re a great team for project management; they stay on budget, and that’s great. Regarding tools, we use Basecamp and Zoom.

What did you find most impressive about them?

They have a mature, sophisticated, and honest staff, which is outstanding.

Are there any areas they could improve?

I don’t think there’s anything they can improve on — I’m happy with their work.

Do you have any advice for potential customers?

Have constant communication every week.

BACKGROUND

Please describe your company and your position there.

I'm the President & CEO of 4R Systems, a software solutions provider that focuses on inventory planning and optimization for retailers, wholesale distributors and consumer goods companies.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Revenue Architects?

We were looking for a partner to help us build a sustainable revenue model and a sales and marketing strategy to support demand generation and pipeline execution. We also had the need to rebrand the company from website, logo, digital profile and overall company messaging.

SOLUTION

How did you select this vendor?

We executed an RFP process where we invited 5 vendors to bid on the initiative. 4 of the 5 vendors responded with proposals and we went through an interview process. Revenue Architects stood out from all the rest....they not only answered our RFP questions but also gave us their opinion as to what else they thought we needed to be successful.

Describe the scope of their work in detail.

Revenue Architects starts out with a series of workshops depending on the scope of engagement. We engaged Revenue Architects on their 3 core strategies. They came with very well defined methodologies, tools and templates which extracted the core strategies of what we needed to work on. The next stage was to set up the various initiatives, along with work plans, group discussion sessions and very clear deliverables.

What was the team composition?

I worked closed with their Chief Revenue Officer and their CEO was part of the workshop discussions. They also provided addition SMEs at various stages of the workplan - e.g. creative design experts, marketing execution experts (ABM etc.) All of which are extremely experienced and knowledgeable in their various fields.

RESULTS & FEEDBACK

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

We are now in the execution phase of all the hard work that we engaged in over the last 9 months. We now have a whole new brand relaunch, website, social media, technology enablement (CRM / Marketing Automation) etc.

How effective was the workflow between your team and theirs?

During the workshop phases we had multiple meetings per week where we had preparation materials to read and enabled us to have very productive meetings. Ongoing we have a weekly status meeting to review project plans (using SmartSheet) and there are multiple meetings depending on the activities we are working on. Plus, Revenue Architects are totally integration in to our technology with MS Teams, SmartSheet, and our CRM SharpSpring.

What did you find most impressive about this company?

Their commitment to our success. From a company perspective we have a true partnership with Revenue Architects but as a CEO, I have access to very experienced people who have done this before and are very keen to help us succeed.

Is there any area for improvement or anything that could have been done differently?

We wished we had engaged with Revenue Architects much sooner in our journey!

BACKGROUND

Please describe your company and position.

I am the President of MyConnectSolutions

Describe what your company does in a single sentence.

MyConnectSolutions offers a full range of health information technology (HIT) solutions tailored to the specific needs of Federally Qualified Health Centers (FQHCs).

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Revenue Architects to accomplish?

• To Offboard me off SharpSpring
• Integrate Gravity Forms with ConnectWise

SOLUTION

How did you find Revenue Architects?

Referral

Why did you select Revenue Architects over others?

Referred to me

How many teammates from Revenue Architects were assigned to this project?

2-5 Employees

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

Integrate existing Gravity Forms with ConnectWise CRM

RESULTS & FEEDBACK

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

There were None

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

Project management was non existent, even thought they charged $200/hour for it. Items were never delivered on time. Delivery dates were always missed. Service delivery was poor.

What was your primary form of communication with Revenue Architects?

• Virtual Meeting
• Email or Messaging App

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

This vendor was very disappointing. There is only one business owner and the rest of the workers are all subcontractors. There is zero project management and zero accountability for timelines being missed.

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

Revenue Architects needs to incorporate Standard Operating Proceedures across their entire organization so that they can deliver consistent, quality work. They also need to hire employees with the necessary skill set to complete the work. They also need to have a dedicated project manager as part of their service deliverywork.