How Slatewell Leveraged Remote Talent to Drive Sales Operations and Optimize Business Processes
SaaS • US
Background:
Slatewell, led by Matthew Goldberg, is a modern software platform that empowers trust and estate professionals to optimize their practice and meet client needs. With a focus on attention to detail and embracing individuality, Slatewell values the power of words and celebrates small victories on the path to success.
Challenge:
Slatewell faced the challenge of managing sales operations, maintaining an organized pipeline, and optimizing general business tasks. Matthew Goldberg recognized the need for a proactive and versatile assistant to support him in sales operations, scheduling, email communication with clients and new customers, and overall business administration. He sought a solution to streamline processes, drive sales, and enhance operational efficiency.
1
Talent Hired
Technology
Industry
+160%
Customer Growth
200+
Hours Saved
Solution:
To address these challenges, Slatewell partnered with DigiWorks to hire remote talent from South Africa for the role of Sales Ops / Generalist Virtual Assistant. This remote talent played a pivotal role in driving sales operations and optimizing business processes, resulting in quantifiable ROI.
Role: Sales Ops / Generalist Virtual Assistant
Responsibilities:
1. Sales Operations:
The remote talent assisted the founder, Matthew Goldberg, in managing sales operations. They were responsible for booking meetings, scheduling appointments, and ensuring a smooth flow of communication with clients and new customers. Their proactive approach and strong organizational skills ensured an efficient sales process, enabling the company to capitalize on potential opportunities.
2. Email Communication:
The talent handled email communication with clients and new customers. They maintained timely and professional correspondence, addressing inquiries, providing information, and nurturing leads. Their ability to effectively communicate Slatewell’s value proposition and engage with prospects contributed to lead conversion and revenue generation.
3. General Business Tasks:
The talent actively supported general business tasks, including administrative responsibilities and technology-related assignments. Their proficiency in Excel and tech skills allowed them to streamline processes, create reports, and contribute to operational efficiency. Their strong administrative capabilities ensured smooth day-to-day operations and freed up valuable time for the founder to focus on core business activities.
Results:
The collaboration between Slatewell and DigiWorks, along with the contributions of the remote talent, yielded significant results and quantifiable ROI.
Streamlined Sales Operations:
The remote talent’s proactive approach in managing sales operations led to improved efficiency and a well-maintained pipeline. Their support in booking meetings, scheduling appointments, and maintaining effective communication with clients and new customers resulted in a 20% increase in sales opportunities.
Enhanced Customer Communication:
Through their timely and professional email communication, the talent nurtured leads and provided exceptional customer experience. This contributed to a 15% increase in lead conversion rate, demonstrating the talent’s ability to effectively convey Slatewell’s value proposition and build trust with potential customers.
Operational Efficiency:
The talent’s strong administrative skills and proficiency in technology, particularly Excel, streamlined business processes. This resulted in a 30% reduction in administrative time and allowed the founder to allocate more time towards strategic activities and business growth.
Measurable ROI:
The collaboration with the remote talent translated into tangible ROI for Slatewell.
Testimonial:
“The partnership with DigiWorks and the remote talent we hired for sales operations and general business tasks has been transformative for Slatewell. The talent’s proactive approach, organizational skills, and ability to streamline processes have significantly enhanced our sales operations, customer communication, and overall business efficiency. Their contributions have directly contributed to increased sales opportunities, improved lead conversion, and reduced administrative time. Thanks to their support, we have achieved quantifiable ROI and are better positioned for success in the trust and estate industry.” – Matthew Goldberg, Founder of Slatewell
Ready to build your remote team?
Use the DigiWorks platform to hire, manage, and pay remote talent from all over the world.
Other Case Studies
About DigiWorks
DigiWorks is an easy-to-use platform that helps small businesses and startups manage remote talent from around the world. DigiWorks offers a way for you to onboard, train, and pay people from all countries. Looking for an all-in-one platform where you can hire, manage, and build your remote team? Speak with us today and we’ll help you achieve your business goals!