Case Study: How Zartico Transformed Sales Visibility and Retention with a Scalable RevOps Foundation

Project Overview

As Zartico continued to grow its platform and product offerings, the company identified an opportunity to strengthen its revenue operations infrastructure to support scale, precision, and insight across its go-to-market functions. With new products launching and the client base expanding, Zartico partnered with Process Pro Consulting to optimize its systems for enhanced revenue visibility, product insight, and sales enablement.

Challenges

To support its next stage of growth, Zartico worked with Process Pro to:

• Enhance visibility into new business and renewals
• Align product insights with sales performance
• Establish scalable reporting and forecasting for revenue growth
• Build infrastructure for future GTM expansion

The Solution

Process Pro Consulting partnered with Zartico to implement strategic RevOps enhancements, including:

• CRM Optimization: Custom dashboards were designed for sales reps, managers, and executives to monitor deal flow, product performance, and account health.
• Renewal + Pipeline Insights: Forecasting tools and health indicators were added to support proactive engagement and client success.
• Revenue Attribution Enhancements: SKU-level clarity and dataset refinement enabled more accurate revenue tracking and insights by product.
• Product Catalog Optimization: Recommendations were made to improve SKU structure, supporting streamlined reporting and technology alignment.
• Strategic RevOps Guidance: Ongoing fractional support helped align lead management and sales operations for future product rollouts.

The Results

Zartico gained a scalable foundation to carry into the future for long-term RevOps success, with early outcomes including:

• Improved visibility into sales and renewals
• Clearer reporting on product performance
• Active Net Revenue Retention modeling
• Streamlined forecasting and pricing structure
• A foundation to support GTM strategy for new offerings