Storey / Case studyBringing structure to sales and marketing.
Clearer client profiles, a CRM solution and a practical outbound strategy gave Storey stronger foundations for business development.
The focus
The work centred on bringing greater focus and structure to Storey's commercial activity: who to target, how to manage opportunities and how to build a practical approach to outbound sales.
Clearer focus
Client profiles, CRM and a practical outbound approach
What we did
Clarify the target client
Defined clearer target client profiles to focus sales and marketing activity.
Support the sales process
Developed a CRM solution and a practical outbound strategy, linking the systems behind sales with the activity needed to build pipeline.
Explore useful AI applications
Explored and prototyped AI-led efficiencies that could support how the business works and scales.
The outcome
Chris described stronger foundations for growth and a valuable extension to the business. The work connected clearer targeting with the CRM and outbound activity needed to support ongoing business development.
Client voice
"Celeri-ai helped bring real focus and structure to our sales and marketing approach at Storey. They worked with us to define clearer target client profiles, develop a CRM solution that better supports the business, and create a more practical outbound strategy to build pipeline. They also helped us explore and prototype AI-led efficiencies that could improve how we work and scale over time. What stood out was their ability to combine commercial thinking with practical delivery. Quickly understanding the business, and our market, challenging in the right areas, and helping deliver stronger foundations for growth. They have been a valuable extension to the business."
Chris, CEO, Retail Innovation Group