OBO
Aligning People, Process, and Technology for Improved Outcomes

A cohesive relationship between sales and marketing teams is key to creating effective content, generating quality leads, and boosting revenue. However, it is no secret that the two groups don’t always see eye to eye. It disrupts data flow between departments, hinders processes, and impacts the bottom line. To ensure efficiency, organizations need to plug the gap between their marketing and sales teams and optimize the business process.

The idea to establish OBO found its roots in this very purpose.

Driven by the goal to improve operations, accelerate revenue, and elevate businesses to the next level, OBO delivers people-focused solutions that center around innovation and digitalization. OBO specializes in helping clients select and implement the right customer relationship management (CRM), marketing automation, customer service, and project management systems, enabling them to streamline workflows and offer superior customer experiences.

“We help orchestrate and optimize the flow of information through automation and leverage technology as a force multiplier to fill the gaps, empowering clients to get more done in less time,” says Noah Berk, Co-Founder of OBO.

Serving companies of all sizes, from SMBs to enterprises, OBO has emerged as a leader in technology implementation, migration, systems integration, and optimization. The company is also a HubSpot Elite Partner, monday.com Partner of the Year, and a Salesforce partner.

Acting as business whisperers, OBO’s team follows a threephase approach to help clients align their people, processes, and systems to improve operations and drive revenue. In the first phase, the company unpacks the organization’s needs, understanding the current and future state of business and the gaps in between. Engaging with different teams, OBO works toward key stakeholder alignment and prioritizes the client’s requirements to identify the right solution.

The second phase focuses on solution engineering. OBO’s technical and project teams evaluate the requirements and come up with a solution to secure team buy-in. OBO builds out a project plan, along with the scope, and executes the solutions in the implementation phase of the engagement model.

Through this approach, OBO streamlines the best practices around technology deployment and helps clients derive its full value.

This was evident in the case of one client, a business consulting firm with over 1,800 employees in 45 offices around the globe. The client invested excessive manual effort in misaligned processes and approached OBO to optimize their marketing automation systems and CRM. With numerous records, landing pages, emails, and sales reps, it was daunting to integrate, migrate, and align the client’s sales, marketing, and service technology stack.

Our claim to fame is the ability to identify the exact processes that benefit organizations and its end users. This helps us achieve incredibly high user adoption rates, oftentimes across the organization, after technology deployment

OBO stepped in and followed its threephase approach to identify ways to align an organization with such a large footprint, handle its processes and assets, and help them migrate to a new system. The company eliminated the manual processes through automation and enabled the client’s sales, marketing, and service teams to work in tandem. Ultimately, the client had quality data at their disposal, better processes that required less effort, and a more productive relationship between its teams.

“Our claim to fame is the ability to identify the exact processes that benefit organizations and its end users. This helps us achieve incredibly high user adoption rates, oftentimes across the organization, after technology deployment,” says Berk.

OBO’s success over the years has been driven by its team of consultants who have more than just technological expertise. They also understand people and processes. The company has developed an extensive training program where the smartest and brightest individuals are molded into people, process, and technology consultants.

Since its inception, OBO has completed over 350 client engagements and continues to refine its services. With its finger on the pulse of the latest technologies, the company is focused on identifying and deploying the technologies that are best suited to fulfill its clients’ needs.