Machinery Industry, Business Development/Strategy

Streamlining Sales to Boost Recurring Revenue

Preview/Excerpt

MachineryCo aimed to unlock new revenue opportunities by addressing inefficiencies in its service sales process. By mapping customer purchase behavior and diagnosing internal sales bottlenecks, the project focused on increasing recurring revenue, formalizing the sales approach, and equipping account managers to proactively drive service agreements and long-term customer value.

Outcomes

€13M

      in potential sales opportunity

20+

Account managers interviewed to map sales process

Problem Summary

MachineryCo faced challenges in growing its recurring revenue due to inefficiencies in the sales process and limited visibility into customer decision-making. Account Managers were reactive, burdened by coordination tasks and unclear sales protocols. Customers experienced fragmented communication, long lead times, and limited proactive engagement, leading to lost opportunities, low service agreement adoption, and inconsistent sales execution across regions.

Situation

MachineryCo’s Global Service division sought to increase recurring revenue by formalizing its sales process and improving pipeline visibility. With a large installed base across geographies, the sales team struggled to proactively engage customers and promote service agreements. Sales activities were largely driven by individual Account Managers, resulting in inconsistent practices, delayed quotations, and missed opportunities. Internally, coordination across service engineers, CX teams, and AMs created friction, while externally, customers reported unclear contact points, opaque pricing, and slow response times, especially during urgent maintenance situations.

Key Research Question

The key questions driving the project were:

  • What is the purchase decision making process and decision-makers at customer organization?

     

  • What are stage of the sales process at MachineryCo’s Global Service?

     

  • What are the key areas where there there is uncertainty and unclarity in the sales process with the key stakeholders involved in the process?

Our Approach

To address the challenges hindering recurring revenue growth, SprintlyWorks adopted a three-phase approach focusing on customer understanding, internal process diagnosis, and actionable recommendations.

Phase 1: Mapping the Customer Purchase Journey

We began by conducting in-depth interviews with 15+ customers across key segments to understand their service procurement behavior, approval hierarchies, and pain points across emergency, planned, and dry-docking scenarios. We mapped customer-side processes in detail, including role responsibilities, timeline bottlenecks, RFQ practices, and expectations for remote support. This revealed critical gaps in proactiveness, lead time communication, and account ownership visibility.

Phase 2: Diagnosing Internal Sales Bottlenecks

In parallel, we interviewed 28 Account Managers and surveyed operational stakeholders to pinpoint inefficiencies in lead identification, service engineer coordination, quotation handling, and CRM usage. We quantified the time spent on high-friction activities and modeled the potential revenue impact of resolving them. The analysis highlighted key process frictions such as fragmented communication, lack of automation in Salesforce, and inconsistent usage of inspection reports.

Phase 3: Recommending Targeted Interventions

Using insights from both sides, we created tailored recommendations categorized under CRM process improvements, capability building, and structural enablers. Recommendations ranged from proactive customer education on dry-docking planning and critical spare parts, to simplifying quotation templates, automating engineer scheduling, and instituting service agreement strategies targeted at high-potential accounts. We also identified regional best practices to scale across the organization.

Results

SprintlyWorks delivered a comprehensive diagnosis of MachineryCo’s service sales operations and identified over €13M in potential recurring revenue through process streamlining and capability uplift. Customer journey maps exposed key decision-making triggers and trust drivers, while internal bottlenecks were quantified to prioritize high-impact improvements. The project provided region-specific recommendations to improve quotation speed, AM efficiency, and inspection conversion. Implementation of suggested CRM and sales enablement initiatives is expected to significantly boost proactive selling, improve customer satisfaction, and drive adoption of long-term service agreements across MachineryCo’s global customer base.

Streamlining Sales to Boost Recurring Revenue

“A practical roadmap to unlock recurring revenue growth.”

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