November 11, 2020
Compass Sales Solution - Case study

Due Diligence Audit – Case Study

The Problem A middle-market PE firm needed help integrating 4 acquired CRM/ERP companies. They introduced Blue Orange to the CEO of the merged company to provide architectural guidance on their data infrastructure to support unified data and sales optimization. Due to disparate data sets, the company had no insight into the efficacy of their upper funnel engagement or attribution across their sales cycle.  Case Study […]