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  • The "Silo War" Ceasefire

    Client: Series B Fintech ($12M ARR)

The Glaring Gap

Marketing was celebrating "record MQLs" while Sales was missing quota for 3 quarters. The CRO and CMO were barely speaking. Marketing was incentivized on volume; Sales on closed-won. No feedback loop existed.

The Engineering Fix

  • Unified Data Layer: Synced HubSpot & Salesforce in real-time.
  • Metric Shift: Killed "MQLs". Replaced with behavioral "PQLs".
  • Amazon Mechanism: Installed weekly "Pipeline WBR" where both teams reviewed the same dashboard.

The Results

Lead Volume (Junk) ⬇ 40%
Pipeline Velocity ⬆ 2.5x
Revenue vs Plan 110%

The "Dirty Data" AI Transformation

Client: HealthTech Scale-up ($25M ARR)

The Glaring Gap

The Board demanded "AI Forecasting". The CEO bought expensive tools (Clari/Gong), but they hallucinated because the Salesforce data was garbage. 30% of "Active" deals were actually dead.

The Engineering Fix

  • "Clean Pipes" Initiative: Purged 5,000+ stale opportunities via script.
  • Process Engineering: Implemented strict "Exit Criteria" for every deal stage.
  • AI Activation: Reactivated AI forecasting after the data hygiene fix.

The Results

Forecast Accuracy 60% → 95%
Rep Admin Time ⬇ 5 hrs/week
Board Confidence Restored

Scaling the "Amazon Way"

Client: Logistics SaaS ($8M ARR)

The Glaring Gap

Founder-led sales worked, but hiring failed. The "Magic" was in the Founder's head. Onboarding was "shadow me". No standard operating procedures (SOPs).

The Engineering Fix

  • Playbook Extraction: Documented "Sales Mechanics" into a scalable playbook.
  • "Bar Raiser" Hiring: Implemented Amazon-style interview loops.
  • "Two-Pizza Teams": Split sales org into agile Pods (AE+SDR+CS).

The Results

Rep Ramp Time 6mo → 2mo
Headcount Scale 4 → 20 Reps
ARR Growth 2x (12 mos)

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