Case Study: Celero Commerce streamlines four sales motions with Pyxl

Celero Commerce unifies four pipelines with Pyxl

Celero Commerce, a company providing payment processing and business management software to small and mid-sized businesses, faced a significant operational challenge. They had four distinct buyer types and sales motions operating under a single brand with overlapping product names and a CRM system that couldn't differentiate between them. This made correct lead routing and accurate marketing reporting impossible. They engaged the marketing agency Pyxl to address this.

Pyxl implemented a comprehensive solution that began with a MarTech strategy to define the four separate buyers and their journeys. They then developed a clear brand identity and product naming hierarchy. This strategy was executed by building a unified system using HubSpot Marketing, Sales, Service, and CMS Hubs, which created four independently routed pipelines. Pyxl also provided crucial CRM process documentation and team training. The result was a fully integrated system that correctly routes leads and allows for precise reporting, enabling Celero Commerce to grow effectively across its different channels.

Celero Commerce