Simon Furer is the CFO at Voliro, a hypergrowth startup offering a flying robotics platform for work at height with their commercial product on the market since 15 months now and already sold nearly 3 million ARR right now (July 2024).
Challenge: When Simon joined Voliro back in October 2023, he realized that the company cannot sell and cannot scale if they don't have their CRM in order.
CRM Consistency for Fundraising
“So why does the CFO even care about the CRM? It's all about fundraising. So the #1 priority that I had when I joined was always fundraising. So I needed to make sure that we basically displayed the company in a way that investors, potential investors, existing investors understand it. So that means gathering the information and turn it into an easy to understand way and display it. There are usually many tools, many spreadsheets, many information sources that are hard to gather and hard to make understandable. So the CRM itself is so important to have at least everything that is top of the P&L (Profit & Loss) being displayed and reported in a consistent way.” (02:55-04:00)
CRM Consultant close to the business
“A consultant is most of the time quite far away from the business model of the entrepreneur. But I felt like in our setup where Eri was really, really deep into our processes and talked so many times with our sales reps, how the sales cycle actually worked and how each stage needs to be defined and who of the other persons in the team need to receive which trigger, when one stage goes into the next, et cetera. So it was really, really good. (08:00-09:00)
“The Personal Package”
“You basically really nailed it on the scope, the pricing, the quality of the demos. What you wanted to achieve with us and that convinced me in the end to come with you. On the other hand side, I didn't regret at any time. So even now, even though future projects are dragging a little bit because of our needs, we are still in constant touch and I reach out to the team, to Eric, hey, can you help me there? And it's just very personal and that personal, that's what I like about it.” (13:25-14:00)
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