Case Study: PDAGroup achieves a transparent, process-driven sales transformation with Membrain

How and why of a sales Platform Transformation

PDAGroup, an Austria‑based B2B sales consulting and training firm, faced a tooling problem: their HubSpot CRM captured lots of activity but didn’t support the sales workflow or deliver enablement content where sellers actually worked. Seeking a process‑focused platform that could surface scripts, guidance and analytics inside the CRM, PDAGroup partnered with Membrain and decided to move from HubSpot to Membrain’s b2b sales platform.

Membrain implemented its process‑focused platform (backed by the Clearpath Promise) with guided onboarding, bite‑sized trainings, and a data migration that, while partly manual, helped PDAGroup formalize its sales process. The result: clearer, more transparent deal data and collaboration, faster and more consistent customer follow‑up, and in‑context enablement and analytics (for example, tracking which assets are opened and links clicked) that let leaders spot stalled deals and continually optimize performance. Membrain delivered the promised implementation and measurable process visibility that PDAGroup now extends to its clients.

PDAGroup

Benedikt Kramer

Customer Solutions Business