The Annuitas Group Client Aligns Marketing and Sales Organizations by Implementing a Lead Management Process

The Annuitas Group Client Aligns Marketing and Sales Organizations by Implementing a Lead Management Process

Crisis Prevention Institute Leverages End-to-end Engagement to Improve Process and Gain Visibility into Pipeline


Grand Rapids, MI – January 24, 2012 – The Annuitas Group, a recognized leader in lead management process consulting, today announced that their client, Crisis Prevention Institute (CPI) has significantly improved their sales and marketing processes and continues to benefit from their year-long relationship with The Annuitas Group.  CPI is a privately held company that specializes in crisis prevention training and services for organizations.

“Like many B2B companies today, CPI’s marketing team realized that in addition to improving their lead management process, they needed to demonstrate their contribution to sales revenue,” said Jay Hidalgo, President of The Annuitas Group.  “Not only would this get their sales and marketing organizations on the same page, but it would also validate the ROI on marketing spend.”

CPI hired The Annuitas Group in 2010 to create and implement a comprehensive lead management process.  In addition, they were also asked to lead the RFP process for a marketing automation solution.  The process implementation and RFP, as well as the integration with SalesLogix, CPI’s CRM system, were all accomplished within CPI’s requested timeframe.

As a result of the engagement, CPI has realized many benefits including visibility into their sales funnel, sales and marketing alignment, greater efficiency within marketing, and new insight into marketing’s contribution to revenue.

“The outcome of our engagement with The Annuitas Group has been significant,” said Penny Klitzkie, Vice President of Marketing for CPI. “Our new process has forced sales and marketing to talk which rarely happened prior.  We can now also report on marketing’s ROI.  We know we’ve just started realizing the benefits and look forward to working with The Annuitas Group through their advisory services.”

About The Annuitas Group
The Annuitas Group is the leading provider of sales and marketing process consulting services for B2B technology, financial and manufacturing companies. With more than 50 years of combined experience, The Annuitas Group helps clients achieve greater marketing and sales efficiency through more productive and efficient lead management, marketing automation and demand generation programs. In all, The Annuitas Group has been able to identify over $750 million of potential revenue within their clients by developing new sales and marketing lead management process.   For more information, visit

About Crisis Prevention Institute
Crisis Prevention Institute (CPI) is an international training organization committed to best practices and safe behavior management methods that focus on prevention. Through a variety of specialized offerings and innovative resources, CPI educates and empowers professionals to create safe and respectful work environments and enrich the lives of the individuals they serve. Since 1980, more than 6 million professionals around the world have participated in CPI training programs. For more information, visit

Media Contact:
Lori Piening
[email protected]

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