Transforming CRM Visibility for Record-Breaking Sales Performance for Disruptive Advertising

The Client

Disruptive Advertising is a performance marketing agency known for delivering data-driven strategies to help brands grow. While their internal teams were highly capable, a lack of clear CRM visibility made it difficult to steer day to day priorities and scale efficiently, as they were tracking revenue, but not the steps that led there. 

The Challenge

Before partnering with RevBlack, Disruptive faced a critical gap in their Salesforce CRM reporting and operational insights. Their team couldn't see what channels were driving value or where leads were stalling. Also, they lacked visibility into lead progression, from raw inquiries to closed sales, making it nearly impossible to diagnose issues or focus marketing efforts strategically. As a result, decisions were being made in the dark, guided more by instinct than by actionable data. Without access to meaningful funnel metrics like amount of MQLs and opportunity stages it was difficult to identify breakdowns or areas for optimization.

The Solution

RevBlack stepped in to rebuild Disruptive's CRM architecture, giving their marketing and sales teams end to end visibility into the full funnel. From raw leads to closed - won deals, every key conversion point was tracked and surfaced through custom reporting. But the impact extended beyond dashboards: RevBlack worked hand in hand with Disruptive to design solutions that matched their specific needs, iterating over several months to refine visualizations and reporting logic until every department had what it needed to move with clarity. 

The Results

The timing of the CRM overhaul aligned with Disruptive’s highest performing sales period to date both their biggest quarter and their biggest month on record. By offering industry insights and strategic options, RevBlack enabled Disruptive to make informed choices without starting from scratch. RevBlack’s role as a strategic partner, combined with technical expertise, transformed Disruptive Advertising’s ability to operate with precision and achieve unprecedented results in a competitive market. The new dashboards are now used across departments, marking a shift in how the entire organization operates and collaborates. 

Key outcomes included record-breaking performance, with CRM improvements aligning with Disruptive’s highest sales quarter and month, driven by greater visibility into funnel performance. The custom dashboards proved valuable beyond the marketing team, becoming essential tools across multiple departments and fostering cross-functional collaboration and alignment. Additionally, clearer data significantly reduced manual work and increased efficiency, enabling the team to focus on high-value activities instead of getting bogged down in busywork.