Your educational solution transforms careers, but your pipeline has more bloat than real opportunities
EdTech companies selling B2B corporate training to enterprises and institutions in Latin America accumulate years of technical and operational debt: inflated databases, disconnected tools, and teams that sell by gut feeling instead of process.
Challenges We Know Well
Because we've already solved them for companies like yours.
Massive but unactionable database
Tens of thousands of records accumulated over years where cold leads, students, vendors, and real prospects coexist without segmentation. The sales team does not know who to call first because everything looks equally important.
No SDR vs. Account Executive distinction
There is no operational separation between those who prospect and qualify and those who close. The pipeline is full of stages that are not real sales milestones: "Suspects" and "No Prospects" living inside the funnel as if they were opportunities.
Expensive and disconnected tools
Support ticket platforms (Zendesk or others) operating separately from the CRM. The service team has no 360-degree client view, and the company pays thousands of dollars monthly for tools that should be integrated.
Multi-country operation without structure
Presence in Chile and Peru (or more), but without separate pipelines per market or basic automations. Each country operates its own way, with no consolidated visibility for leadership.
Regional B2B EdTech Company
Mid-sized corporate training company selling to large enterprises in Chile and Peru. A base of approximately 47,000 contacts accumulated without hygiene. Pipeline with fake stages full of stagnant "opportunities." Disconnected support tools generating duplicate costs. Team transitioning from family-style management to a professional structure with specialized roles.
Radical database cleanup to keep only what is manageable. Pipeline redesign eliminating fake stages and establishing clear stage-duration rules. SDR to Hunter to Customer Success structure design. Support integration within the CRM to eliminate external tools. Segmentation by buyer type: "Benefit" (HR) vs. "Technical Training" (Department Heads).
“Having 345 people stuck in a stage called "No Prospects" is not having a robust pipeline -- it is having an invisible management problem. They either move forward or get discarded, but they cannot live there. That changed everything.”
Revenue Operations with HubSpot for EdTech & Education
Buyer duality under control
In corporate training, the buyer can be HR looking for a "benefit" or a department head closing technical skill gaps. The CRM must handle both paths with distinct messaging and processes.
Seasonality as a pipeline stage
Tax incentive programs (such as Sence in Chile), annual budget closings, and academic calendars are external factors that dictate closing timing. We build them as process stages, not excuses.
Influence network, not just one contact
Academic Leadership, HR, Finance: the sale involves multiple stakeholders. The system must map the entire decision network, not just whoever answered the phone first.
Revenue Operations for EdTech & Corporate Training Companies in Latin America
Education and corporate training companies operating in Latin America accumulate technical and operational debt that becomes visible when they try to scale: databases inflated with years of records without hygiene, support tools disconnected from the CRM, and sales teams that operate by individual memory.
Revenue Hub has worked with B2B EdTech companies in the process of professionalization, transforming family-style management operations into scalable corporate structures with specialized roles (SDR, Hunter, Customer Success), clean pipelines, and real managerial visibility.
Corporate training sales have particularities that a generic CRM cannot solve: the duality of the buyer (HR vs. technical leadership), the seasonality of tax incentive programs and annual budgets, and the complexity of buying committees with multiple stakeholders. Our approach builds all of this directly into the commercial architecture.
You do not need more technology. You need the technology you already have to stop being a repository of junk and become your commercial management system. We make that transformation happen.
Ready to Transform Your Commercial Operations?
Book a 30-minute conversation. No strings attached. We'll honestly tell you if we can help.