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True Protein: CRM Rescue & Revenue Operations Rebuild
True Protein's CRM had broken workflows, unreliable pipeline reporting, and 48-hour lead response times. Marshall Tech completed a 3-week rescue sprint that rebuilt lifecycle stages, fixed automation with custom APIs, and restored accurate forecasting with significant operational cost reduction.
Manual handling
3x less
Operational overhead
Significant reduction
Pipeline accuracy
Forecasting restored
Workflow errors
Full automation
01 — Challenge
The problem
True Protein had invested heavily in their CRM but suffered from broken workflows, duplicate data, inaccurate pipeline reporting, and lead response times averaging 48 hours. The marketing team was manually exporting data to spreadsheets for reporting because they couldn't trust the CRM numbers. Three previous attempts to fix the platform had failed (two by agencies, one internal), each adding complexity without resolving root causes.
02 — Approach
The decision
Rather than migrating to a new CRM (which was being considered), Marshall Tech recommended a targeted rescue of the existing platform. The rationale: True Protein's team already knew the system, the data was recoverable, and a migration would cost 3–6x more with 6+ months of disruption. We replaced fragile third-party connectors with custom APIs we built and maintain. A 3-week rescue sprint was scoped with clear deliverables and a rollback plan.
03 — Results
Measured outcomes
| Metric | Before | After | Impact |
|---|---|---|---|
| Manual handling | High (B2B enquiries) | Automated | 3x less |
| Operational overhead | High manual effort | Automated | Significant reduction |
| Pipeline accuracy | ~40% reliable | 98% reliable | Forecasting restored |
| Workflow errors | 23 broken automations | 0 errors | Full automation |
| Time to fix | 3 failed attempts | 3 weeks | Delivered on schedule |
05 — Stack
Technology used
“We'd almost given up on our CRM. Nick fixed in three weeks what two agencies couldn't in six months. The pipeline reporting alone changed how we run the business.”
Marketing Director
True Protein, True Protein
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