The vendor who won with a customised ROI analysis sent a generic deck — but followed up with employee data
An HR manager at a 500-employee technology company was evaluating wellness vendors for an annual programme. She sent the brief to four companies. Three responded with polished decks featuring stock photos of people doing yoga. The fourth sent a brief deck, followed up two days later with a customised productivity and absenteeism ROI model based on the company's employee count and industry, and then requested a 20-minute call to share a sample employee survey from a similar company they had worked with. The fourth company won the contract. HelloGrowthCRM gives your team the pipeline structure to track every prospect's needs assessment data and the follow-up automation to deliver personalised content at the right moments — so you consistently present as the most prepared, most responsive vendor in every evaluation.