See how we've helped growing companies across industries turn underused CRMs into revenue-driving systems that reduce customer acquisition cost, improve pipeline quality, and deliver forecasts leadership trusts.
Law Firm
£5M Revenue
Revenue Diagnostics
2 weeks
A mid-sized law firm was struggling with a HubSpot implementation that had been in place for 18 months but was largely ignored by partners and fee earners. The CRM contained thousands of contacts but no one could reliably identify which client relationships were active, which prospects were warm, or which referral sources were most valuable. Forecasting was done in spreadsheets outside the CRM.
We conducted a comprehensive Revenue System Diagnostic over two weeks, including full audit of CRM data quality, process workflows, and adoption patterns; interviews with partners, business development team, and marketing; analysis of pipeline from initial enquiry through engagement and renewal; and assessment of integration health. We identified three critical revenue leaks: £180K in stalled proposals, £150K in referral relationship decay, and £120K in cross-sell opportunities missed.
We delivered a prioritised 90-day roadmap that quantified £450K in identified revenue leaks for leadership. The diagnostic documented 16 specific adoption barriers ranked by impact, giving the partnership clear priorities rather than an overwhelming "fix everything" list. The roadmap was approved within one week of presentation and provided the foundation for a full CRM rebuild, which the firm subsequently commissioned as a follow-on engagement.
"The diagnostic gave us clarity we'd never had before. We finally understood why our £40K HubSpot investment wasn't delivering—and more importantly, we had a roadmap to fix it that made financial sense to our partnership."
B2B Technology
£8M ARR
CRM as a Product
4 months
A B2B SaaS company had implemented HubSpot two years prior but adoption had flatlined at 35%. Sales reps complained the CRM "didn't match how we sell" and maintained their own spreadsheets. Marketing tracked MQLs but couldn't prove which campaigns drove closed revenue. Forecast variance was ±40%, making planning nearly impossible.
We rebuilt their CRM with product thinking over 4 months: Discovery (mapped actual customer journey, defined ICP, redesigned lifecycle stages to match PLG motion); Build (integrated product usage data, built scoring model, created automated workflows, designed dashboards); Enablement (role-based training, established feedback loops, created internal champions).
CRM adoption transformed from 35% to 82% daily usage within four months of launch, with sales reps voluntarily abandoning their spreadsheets. Forecast variance dropped from ±40% to ±12%, giving the board confidence in pipeline numbers for the first time in two years. Customer acquisition cost decreased by 31% through better qualification and cleaner handoffs between marketing and sales. Marketing-attributed pipeline went from zero visibility to £1.2M tracked in the first 90 days post-launch, finally proving which campaigns drove revenue. Most importantly, sales and marketing aligned on a unified definition of "product-qualified lead," eliminating the finger-pointing that had plagued the organisation.
"Marketick didn't just fix our HubSpot—they transformed how we think about revenue operations. Our CRM finally reflects how we actually sell, and for the first time in two years, our board trusts our forecast. That's invaluable."
Hospitality & Events
£12M Revenue
CRM as a Product
5 months
A boutique hotel and events group had corporate clients generating 60% of revenue but no systematic way to manage those relationships. Each property manager kept their own records. Conference and event bookings were tracked in spreadsheets. There was no visibility into repeat booking patterns, renewal timing, or cross-sell opportunities across properties.
We rebuilt their CRM with hospitality-specific lifecycle design over 5 months: Discovery & Design (mapped corporate client lifecycle, defined qualification criteria, created account hierarchy); Build (migrated and deduplicated contact data, built enquiry routing workflows, created renewal tracking); Enablement (trained property managers, established weekly pipeline reviews, created feedback loops).
Database accuracy jumped from 42% to 94% as we eliminated duplicates and enriched incomplete records across three previously disconnected systems. Enquiry response time dropped from three days to same-day through automated routing, ensuring hot leads no longer fell through the cracks. The repeat booking rate increased by 28% through systematic renewal outreach that was previously impossible without visibility. Most significantly, the group generated £340K in additional revenue in the first year from multi-property cross-sell opportunities that had been invisible before. The operations director finally had a single source of truth for all corporate relationships, transforming how the business managed its most valuable client segment.
"We finally have a single source of truth for our corporate relationships. The CRM has become our competitive advantage—we can be proactive about renewals and cross-sell in ways our competitors can't. Our repeat client revenue has never been stronger."
B2B Services
£15M Revenue
Sales Operations & Automation
3 months
A B2B services company had a 12-person sales team spending 15+ hours per week on manual pipeline updates, proposal generation, and administrative tasks. Lead routing was manual—hot inbound leads sat in a shared inbox for hours. Proposals took 3-5 days to generate. Territory management was a spreadsheet nightmare.
We automated their sales operations over 3 months: Pipeline Automation (automatic stage progression, stale deal alerts, automated task creation); Lead Management (instant lead routing, round-robin assignment, automated follow-up sequences); Proposal Automation (integrated PandaDoc, templated proposals, e-signature); Reporting & AI (forecasting dashboard, AI deal scoring, at-risk alerts).
Sales admin time dropped by 65%, freeing up each rep from 15 hours per week to just 5 hours—effectively giving the team four additional full-time sellers without hiring anyone. Lead response time plummeted from 6 hours to 8 minutes on average through instant routing, meaning hot prospects connected with reps whilst they were still engaged. Deal cycle time compressed from 45 days to 32 days as automated follow-ups prevented deals from stalling. Proposal generation that once took 3-5 days now happened in 45 minutes through template automation and CRM data integration. Forecast accuracy improved from ±35% to ±15% variance, transforming pipeline reviews from guesswork to reliable planning sessions.
"Our sales team can finally do what they're supposed to do—sell. Automation has eliminated so much busywork that productivity has skyrocketed. And our forecasts are actually reliable now, which is a game-changer for planning."
Financial Advisory
£18M Revenue
Marketing Operations & Attribution
4 months
A financial advisory firm was spending £400K annually on marketing but couldn't prove which activities drove new client acquisition. Marketing reported on vanity metrics whilst leadership wanted to see pipeline and revenue impact. Lead scoring didn't exist. The marketing director was under pressure to justify the budget but had no attribution data.
We built comprehensive marketing operations and attribution over 4 months: Foundation (integrated all marketing tools, standardised campaign tagging, defined lead lifecycle stages); Attribution Model (implemented multi-touch attribution, connected campaigns to revenue); Lead Scoring (developed scoring model, created MQL threshold, automated lead handoff); Automation (built nurture workflows, automated campaign execution).
Marketing-attributed pipeline went from zero visibility to £4.2M tracked in the first quarter, finally connecting marketing spend to revenue outcomes. Campaign execution time was cut by 55% as automation handled repetitive tasks, freeing the marketing team to focus on strategy rather than manual work. Lead-to-MQL conversion improved by 32% through better scoring that focused on buying signals rather than vanity metrics. The firm reallocated £80K from low-performing channels to high-ROI channels based on attribution data, transforming budget decisions from guesswork to data-driven strategy. Monthly reporting time dropped from 20 hours to 2 hours, and sales and marketing finally aligned on a unified definition of "marketing qualified lead," eliminating years of conflict.
"For the first time in our firm's history, we can prove marketing ROI. We now make budget decisions based on data, not gut feel. The attribution model has transformed how we think about client acquisition—and it's given our marketing director the credibility they deserved all along."
B2B SaaS
£25M ARR
Data Governance & AI Strategy
5 months
A B2B SaaS company wanted to implement AI for lead scoring, churn prediction, and expansion identification—but their data was a mess. 30% duplication rate, inconsistent data entry, no clear data ownership, GDPR compliance concerns, and previous AI initiatives had failed due to poor data quality.
We built data governance foundation and AI strategy over 5 months: Data Assessment (audited quality across all systems, identified patterns, assessed GDPR compliance); Governance Framework (established data ownership, created quality standards, implemented GDPR protocols); Data Remediation (deduplicated CRM, standardised fields, enriched records); AI Strategy (readiness assessment, prioritised use cases, designed agents); AI Implementation (deployed lead scoring, churn prediction, expansion identifier).
Database accuracy improved from 52% to 94% as we eliminated duplicates, standardised field values, and enriched incomplete records across all systems. Full GDPR compliance was implemented with proper consent tracking, retention policies, and data subject request workflows, eliminating regulatory risk. The AI lead scoring model improved MQL-to-SQL conversion by 35% through better qualification based on 40+ buying signals rather than gut feel. Churn prediction identified at-risk accounts 60 days in advance, and proactive outreach reduced churn by 18% in the first quarter. The expansion opportunity identifier surfaced upsell and cross-sell possibilities that generated £480K in the first quarter alone—revenue that would have been completely missed without AI insights. Ongoing data quality was maintained through automated validation workflows, ensuring the foundation stayed solid as the company scaled.
"We'd tried to implement AI three times before and failed every time. Marketick showed us the problem wasn't AI—it was our data. Once we fixed the foundation, the AI implementations actually worked. Now we're making decisions based on predictions we trust, not gut feel."
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