Revenue Process Optimization Analysis

Set 2 Close is seeking to enhance the efficiency of its revenue-generating processes by conducting a comprehensive analysis of its current revenue architecture. The project aims to identify inefficiencies and gaps in the processes used by sales, operations, project managers, and account managers. By leveraging data analytics tools such as HubSpot, Vasco, and Teamwork, the project will provide insights into how these teams can achieve greater efficacy. The goal is to streamline operations, improve collaboration, and ultimately increase revenue. This project offers learners the opportunity to apply their knowledge of data analytics and process optimization in a real-world setting, focusing on identifying and addressing specific areas for improvement within the company's existing systems.

Revenue Forecasting and Profitability Analysis with VASCO

Set 2 Close aims to enhance its revenue operations by leveraging the VASCO Rev-ops tool plugin for data visualization. The primary goal is to analyze profitability and forecast future revenue trends across partner, shared, and client onboarding pipelines. Learners will utilize the VASCO tool, which is fully integrated with HubSpot CRM, to extract and visualize data. A VASCO training specialist will provide mentorship on the latest CRM forecasting analytics tools. The project will be overseen by Set 2 Close's Director of Solutions Architecture, ensuring alignment with the company's strategic objectives. This project offers learners the opportunity to apply classroom knowledge in data analysis and CRM tools to real-world business scenarios.