--- title: Agreena - Sales & pipeline structure | Lifecycle stages | Forecasting description: Learn how Agreena restructured its sales and marketing pipeline to define the customer lifecycle journey and improve its dashboarding system with RevX. image: https://success.gorevx.com/hubfs/Agreena%20-%20Case%20Study%20Thumbnail.webp --- ![](https://success.gorevx.com/hs-fs/hubfs/theme-revX/images/case-inner-banner.jpg?width=1635&height=383&name=case-inner-banner.jpg) ![Agreen_logo_green_rgb](https://success.gorevx.com/hs-fs/hubfs/Agreen_logo_green_rgb.png?width=226&height=58&name=Agreen_logo_green_rgb.png) Case Study MarTech Stack **HubSpot** # Streamlined sales & pipeline structure for better deal management & forecasting **Company Overview** Agreena is a fintech company helping farmers transition to regenerative agricultural practices, and companies achieve sustainability goals, profitably.  **Industry** Fintech **Headquartered** Copenhagen, Denmark **JUMP TO SECTION** [1. situation](https://success.gorevx.com/agreena#situation) [2. action](https://success.gorevx.com/agreena#action) [3. results](https://success.gorevx.com/agreena#results) ![](https://success.gorevx.com/hubfs/theme-revX/images/icon-magnifine-glass.svg) SITUATION #### Inability to differentiate activities on HubSpot The client wanted to differentiate activities carried out by various business units and track marketing and sales initiatives without disrupting work for other business units. #### Pipeline and sales management requirement The client wanted to standardize the customer journey from the very first touch point to the point of sale or loss.  #### Needed extensive reporting The client required extensive reporting for a bird-eye view of the sales and ABM effort.  ![workflow 1](https://success.gorevx.com/hubfs/theme-revX/images/workflow%201.svg) ACTION #### New structure and lifecycle stages After a comprehensive discussion and brainstorming session with the client, we came up with a new structure to define the lifecycle and deal stages. Consequently, we could standardize the marketing and sales funnel. #### New pipeline structure With several products to offer, the client's corporate wing required better visibility on deals and revenue reporting. The RevX team created a new pipeline structure to sync with the business process and capture data points, thus building 4 pipelines in total. #### Segmenting pipelines  Once the pipelines were built, they were further segmented into different deal stages with deal probabilities for more accurate revenue reporting and sales forecasting.  #### Workshop for user adaptability A workshop was conducted to explain the new pipeline structure to the client's sales team to help them adapt. The RevX team also documented the process.  #### Accurate reporting  The RevX team created dashboards for analyzing sales and individual pipeline performance. A dashboard was created for ABM efforts for better visibility on company/target account level. A dashboard was also built to track the performance of email campaigns and sequences. ![Vector (1)](https://success.gorevx.com/hubfs/theme-revX/images/Vector%20(1).svg) RESULTS #### Standardized customer lifecycle journey The RevX team standardized the customer lifecycle journey by building a process-oriented marketing and sales funnel. #### Better visibility and management With a streamlined sales and pipeline structure, the client achieved more accurate forecasting results and optimized their deal management. #### Robust dashboarding system With a number of dedicated dashboards in place, the client had a bird-eye view of the sales and marketing funnel performance.  ![7126104_computer_device_monitor_gadget_desktop_icon 1](https://success.gorevx.com/hs-fs/hubfs/7126104_computer_device_monitor_gadget_desktop_icon%201.png?width=35&height=35&name=7126104_computer_device_monitor_gadget_desktop_icon%201.png) ## SNAPSHOT ## Workflows to optimize sales next steps Click here for large view ![New contact lifecycle stages](https://success.gorevx.com/hs-fs/hubfs/New%20contact%20lifecycle%20stages.png?width=982&height=542&name=New%20contact%20lifecycle%20stages.png) Click here for large view ![New pipelines](https://success.gorevx.com/hs-fs/hubfs/New%20pipelines.png?width=981&height=444&name=New%20pipelines.png) Click here for large view ![New deal stages](https://success.gorevx.com/hs-fs/hubfs/New%20deal%20stages.png?width=987&height=551&name=New%20deal%20stages.png) Click here for large view ![Sales dashboard](https://success.gorevx.com/hs-fs/hubfs/Sales%20dashboard.png?width=1600&height=712&name=Sales%20dashboard.png) Click here for large view ![Pipeline dashboard](https://success.gorevx.com/hs-fs/hubfs/Pipeline%20dashboard.png?width=1600&height=735&name=Pipeline%20dashboard.png) Click here for large view ![ABM dashboard](https://success.gorevx.com/hs-fs/hubfs/ABM%20dashboard.png?width=1600&height=729&name=ABM%20dashboard.png) Click here for large view ![sequence dashboard](https://success.gorevx.com/hs-fs/hubfs/sequence%20dashboard.png?width=1600&height=726&name=sequence%20dashboard.png) ![New contact lifecycle stages](https://success.gorevx.com/hs-fs/hubfs/New%20contact%20lifecycle%20stages.png?width=982&height=542&name=New%20contact%20lifecycle%20stages.png) ![New pipelines](https://success.gorevx.com/hs-fs/hubfs/New%20pipelines.png?width=981&height=444&name=New%20pipelines.png) ![New deal stages](https://success.gorevx.com/hs-fs/hubfs/New%20deal%20stages.png?width=987&height=551&name=New%20deal%20stages.png) ![Sales dashboard](https://success.gorevx.com/hs-fs/hubfs/Sales%20dashboard.png?width=1600&height=712&name=Sales%20dashboard.png) ![Pipeline dashboard](https://success.gorevx.com/hs-fs/hubfs/Pipeline%20dashboard.png?width=1600&height=735&name=Pipeline%20dashboard.png) ![ABM dashboard](https://success.gorevx.com/hs-fs/hubfs/ABM%20dashboard.png?width=1600&height=729&name=ABM%20dashboard.png) ![sequence dashboard](https://success.gorevx.com/hs-fs/hubfs/sequence%20dashboard.png?width=1600&height=726&name=sequence%20dashboard.png) × ![Logo](https://success.gorevx.com/hubfs/Logo.svg) ###### Follow Us [![](https://success.gorevx.com/hubfs/theme-revX/images/social-linkedIn.svg)](https://www.linkedin.com/company/go-revx/) [![Clutch Widget](https://success.gorevx.com/hs-fs/hubfs/Clutch%20Widget.png?width=184&height=64&name=Clutch%20Widget.png) ](https://clutch.co/profile/revx) [![download 1](https://success.gorevx.com/hs-fs/hubfs/download%201.png?width=127&height=64&name=download%201.png) ](https://www.g2.com/products/fractionalcmo/reviews#survey-response-7799744) ###### Services ###### Platforms ###### Insights ###### Company © 2024 RevX (A unit of Kudzu Business Consultancy Private Limited) | [Privacy Policy ](https://gorevx.com/privacy-policy?hsLang=en) | [Terms of Service](https://gorevx.com/terms-of-service?hsLang=en)