A major Caterpillar heavy equipment dealer in a competitive multi-territory market with no structured digital lead generation. Legacy sales processes, a limited web footprint, and no inbound nurture were leaving revenue on the table.
GTM rebuild, site and paid launch, CRM and nurture infrastructure for a Caterpillar dealer.
01No digital lead generation pipeline
No digital lead generation pipeline
Customer acquisition relied on inbound referrals and field sales, with no structured PPC or SEO program in place.
New GTM strategy and call center function
A digital-first go-to-market strategy replaced the referral-led model. A structured call center function handled inbound volume at speed and scale, with CRM-integrated handoffs routing every inquiry straight into qualified sales conversations.
022-day quote response losing deals
2-day quote response losing deals
Average response time to sales inquiries was 2 days, creating friction at the critical moment of buyer intent and costing the team winnable deals.
Inquiry-to-quotation workflow rebuilt end-to-end
A rebuilt sales ops and CRM workflow routed every inbound request through the fastest qualified rep. Response times collapsed from days to hours, putting the sales team back inside the buyer’s decision window on every inquiry.
03Undersized, low-converting website
Undersized, low-converting website
The existing site lacked the depth, content coverage, and conversion architecture needed to capture high-intent commercial buyers.
New site built on buyer-intent architecture
Cross-functional development across sales, marketing, and IT delivered a new site built around commercial search behavior. Product depth, conversion pages, and lead capture layered together with PPC and SEO programs on persona-segmented keywords, so every landed session routed into structured pipeline.
04Weak CRM utilization and visibility
Weak CRM utilization and visibility
Reps operated without reliable pipeline data. CRM adoption was low, with no automated reports to guide daily commercial activity.
CRM transformation with automated BI
A full CRM transformation gave sales leadership live pipeline visibility and reps CRM-guided daily activity. Every touchpoint across site, campaigns, and call center flowed back into structured follow-up triggers.
05No lead nurturing infrastructure
No lead nurturing infrastructure
Without email or SMS follow-up sequences, leads from digital channels went cold with no systematic mechanism to progress them toward sale.
Drip email and SMS by buying stage
Drip email and SMS sequences mapped to each stage of the buying cycle kept inbound leads progressing toward sale. Continuous funnel optimization, fed by BI reporting, compounded conversion across the full sales cycle quarter after quarter.