The key services utilized included:
1) software development for developing an application (including a customer portal) to replace their ad-hoc spreadsheet system.
2) sales and marketing automation training to show how to leverage the internet for intelligence more effectively.
3) on-site interviews to get a holistic view of the business.
There were several main outcomes:
First, the business became more operationally efficient. Many spreadsheets were consolidated into a database-backed application that became a source of "single truth". Leads were assigned faster, proposals went out faster, and follow up was standardized.
Second, this availability of information and automatic scheduling reduced friction and created an atmosphere of "I can now focus on getting work done".
Finally, key metrics across the board improved making the project a measurable success.