Case Study

Breaking into enterprise

How a project management SaaS platform built a repeatable enterprise motion.

industry

Project Management SaaS

duration

8 Months

new customers

11

Impact

63

Qualified Meetings

Pipeline

$2.3M

Pipeline Created

EFFICIENCY

71%

Meeting-to-Opp Rate

Outcome

45

Opportunities Created
Overview

Strong Product. Wrong Perception.

A fast-growing PM Saas platform had proven product-market fit in SMB – but kept losing enterprise deals to incumbents on credibility, not capability. With no outbound infrastructure and no enterprise playbook, Funnl was brought in to build the motion from scratch.

The Challenges

Enterprise Credibility Gap

Buyers defaulted to incumbents without targeted, trust-building outreach.

ICP Ambiguity

Unclear whether to target mid-market ($10-50M) or true enterprise ($100M+) accounts scattered effort.

Extended Sales Cycles

Enterprise deals required longer evaluation windows, budget alignment and pipeline planning several quarters in advance.

Multi-stakeholder Committees

5-7 decision-makers across IT, PMO, Finance and the C-suite required coordinated consensus.

No Outbound Infrastructure

Zero SDR processes, sequencing tools or enterprise playbacks were in place.

ROI Justification

Enterprise buyers demanded quantified productivity ROI and compliance-grade proof.

Full Performance Metrics

Program Actuals - 8 Months

Meetings Delivered (SQMs)

63

Opportunities Created

45 SQLs

New Enterprise Customers

11

Opp-to-Close Rate

24.4%

Overall Close Rate

17.5%

Monthly Meeting Velocity

7.9 / mo

Enterprise Revenue Target ($50M+)

68%

"We struggled to get enterprise buyers to take us seriously against the incumbents. FunnL changed that completely - 63 meetings with real decision-makers, $2.3M in pipeline, and 11 new enterprise logos in just 8 months"

VP OF SALES - LEADING PROJECT MANAGEMENT SAAS PLATFORM

Program Outcomes

What moved, what scaled, and what validated the motion

Monthly meeting velocity
Full Performance Metrics

Pipeline Created

Mtg-to-Opp Rate

New Enterprise Logos

Enterprise ICP ($50M+)

Conversion Flow

400+

Accounts

Targeted

97%

Valid

63

Meetings

SQMs

71%

Conv.

45

Opps

SQLs

24.4%

Opp-to-close rate

17.5%

Overall close rate

11

Enterprise customers

Conclusion

FunnL built the outbound motion from scratch, validated the enterprise ICP, and turned consistent meeting volume into real pipeline and closed revenue.

  • 71% meeting-to-opportunity conversion validated the targeting and the enterprise messaging.
  • 11 closed enterprise logos proved the multi-stakeholder approach could scale past meeting generation.
  • $2.3M in pipeline across 45 opportunities created a repeatable base for enterprise expansion.

Download Case Study

We're committed to your privacy. FunnL uses the information you provide to us to contact you about our relevant content, products, and services. For more information, check out our Privacy policy & Terms.

Ready to accelerate your product-market fit journey?

Social Proof: 450+ Customers | $4BN+ in Client Revenue

Hey, still figuring it out?

No worries—growth planning is confusing. Let's hop on a quick call and actually make sense of it together.