Case Study

HelloCash

Kitcast

Roots Automation

Custom Salesforce Development

Multi-Tenant CRM and Marketing Automation

VC-funded cognitive automation company leverages ESI to build out their entire growth structure

Roots Automation

Business Information

customer persona
Customer Persona: 
customer location
Customer Location:
company size
Company Size:
technologies used
Technologies Used:

Key Insights

objectives
Objectives
With no meaningful sales structure or growth system in place, Roots Automation approached ESI without a single non-referral client acquired to date. The goal was to build out a systematic approach to lead generation and customer acquisition
challenges
Challenges
Although a VC-funded startup, the company had no sales experience and no technology in place. The organization relied on ESI to build out everything from scratch; from initial lead generation to CRM setup and marketing automation in order to raise additional funding
solutions
Solutions
ESI started the engagement by building out a SDR function to generate demand from C-Suite financial services executives. This was followed by building a sales playbook, hiring the first Enterprise Account Executive, and redeveloping the marketing structure

The Results

Roots Automation
As the fractional Head of Sales and Marketing for Roots, we were responsible for breaking through industry noise and negotiating Fortune500 insurance and banking deals. While not easy,our team has success MoM, more than doubling the company
Stephen Lowisz
Managing Partner
1

$35M Pipeline

ESI was able to develop a pipeline of $0 to $35 in 6months in tandem with Roots leadership
2

$10.7M Raised

Across two rounds of funding, Roots was able to raise$10.7M in less than 1 year due to the pipeline built
3

50+ People Hired

Our team engaged Roots as they hired employee #10,which resulted in 50+ more hires in one year
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