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CRM Consulting & AI Implementation Services

How Sales Intellify Built CETDIGIT's Multi-Channel Engine for Enterprise CRM Clients

ICP definition, targeted outreach, HubSpot automation, and sales enablement that grew qualified enterprise consultations 4.2x and made 58% of pipeline net-new outbound.

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Results

Qualified enterprise consultations
4.2×
Pipeline from net-new outbound
58%
Less time from inquiry to discovery call
62%
From new AI agent services in 6 months
$450K+
Industry
CRM Consulting & AI Implementation Services
Engagement
Ongoing

01 · The challenge

Where they started

CETDIGIT, an Elite HubSpot Partner and Salesforce Crest Partner specializing in CRM and AI implementations, struggled to build predictable acquisition.

A corporate team reviewing project timelines in a boardroom

Inconsistent enterprise pipeline

Referral reliance created unpredictable revenue and capacity planning.

Extended sales cycles

Complex technical services required lengthy education and stakeholder engagement.

Limited outbound infrastructure

No systematic cold outreach to mid-market and enterprise accounts.

Service offering complexity

Multiple verticals made targeting and messaging fragmentation challenging.

Business impact

Growth limited by founder-led sales capacity, missed opportunities in high-value enterprise accounts, and inability to consistently fill delivery team capacity.

02 · What we did

Our approach

A business team analysing CRM data on screen
  1. Step 1

    ICP & Buyer Persona Definition

    Target Companies
    Mid-market to enterprise B2B companies ($10M-$500M revenue) with 100-2,000 employees actively using or considering HubSpot or Salesforce.
    Primary Personas
    • VP/Director of Revenue Operations responsible for CRM optimization and alignment
    • CROs/VPs of Sales seeking improved efficiency, pipeline visibility, and forecast accuracy
    • Marketing Leaders optimizing marketing automation, attribution, and lead management systems
    • IT/Technology Directors evaluating CRM migrations, integrations, and technical implementations
    Key Signals
    Recent CRM purchasesRevOps job postingsMigration projectsCRM complaints in forumsTechnology stack expansion
  2. Step 2

    Strategic Targeting

    • Segmented campaigns by CRM platform with platform-specific pain point messaging
    • Created vertical-specific campaigns for manufacturing, financial services, healthcare, and technology
    • Prioritized accounts showing AI adoption signals for agent and automation positioning
Business associates reviewing performance indicators together
  1. Step 3

    Multi-Channel Execution

    • Cold Email Targeted campaigns to RevOps leaders, sales executives, and IT directors.
    • LinkedIn Multi-threaded approach engaging technical and business stakeholders at target accounts.
    • Google Ads High-intent searches like "HubSpot implementation partner" and "Salesforce customization services."
  2. Step 4

    Key Differentiators

    • Warmed email domains maintaining 98%+ inbox placement rates
    • HubSpot automation for instant routing and service-specific nurture sequences
    • 8-12 touchpoint sequences balancing technical education with business value
    • Multi-threaded outreach engaging technical teams, business stakeholders, and economic buyers

03 · The result

What changed

By building comprehensive multi-channel infrastructure from strategic ICP definition and targeted outreach to marketing automation and sales enablement, Sales Intellify transformed CETDIGIT's client acquisition into a scalable, systematic growth engine that generated $2.8M+ in qualified pipeline and quadrupled enterprise consultations.

Sales Intellify fundamentally changed how we grow. As technical experts, we knew how to deliver exceptional CRM implementations, but we struggled to consistently fill our pipeline with the right enterprise clients. The multi-channel system they built not only tripled our qualified leads but dramatically improved lead quality. We're now having conversations with Fortune 500 companies that would have been impossible to reach before.

Daniel TenzerVP of Growth, CETDIGIT

Pipeline Growth

  • 4.2X increase in qualified enterprise consultations (6-8 to 20-25 monthly)
  • 58% pipeline from net-new outbound versus referrals

Outreach Performance

  • Cold email: 42% open rate, 11.3% reply rate
  • LinkedIn: 48% connection acceptance among RevOps and sales leadership
  • Google Ads: 6.2% CTR, $168 per consultation

Sales Efficiency

  • 62% reduction in time from inquiry to discovery call
  • Response time: 8+ hours to under 15 minutes
  • Lead-to-opportunity conversion: 22% to 38% improvement

Business Impact

  • Delivery team expansion from 45 to 60 technical consultants
  • 75% reduction in founder involvement in lead generation
  • Launched AI agent services generating $450K+ in first 6 months

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