overview
About integrate.io
Funding Rounds
2012
Private
Fundraising growth
51-100
headcount growth
Sales Led
Revenue GRowth
problem
Implementing Salesforce to Current Business Processes
Integrate.io had sophisticated processes for sales, marketing, and customer success. They needed Salesforce to support their existing processes as well as streamline what was possible with the Salesforce platform.
Technology Was Needed to Streamline Process
Once the processes are mapped out, Wealth.com would need a technology solution to streamline the process and make the best user and customer experience possible.
Technical Implementation and Management
Once a technology decision was made, Wealth.com needed the solution to be implemented and continually managed post implementation.
solution
01
Map out and Document Existing GTM Processes
It was important to understand first what worked and how things operated at the time. Before making recommendations LeanScale gets a baseline of current state.
02
Use the Migration as an Opportunity to Enhance Processes
Before making such a significant systems change, LeanScale recommended using this time as an opportunity to update processes with best practice recommendations.
03
Design Salesforce and Conduct User Testing
The Salesforce environment was designed with the enhanced processes and LeanScale invited a number of users from sales, marketing, customer success, and executive leadership to test the new design and workflows.
04
Training and Enablement
Once feedback was incorporated into the build from user testing LeanScale built the final version and provided enablement and training material for the teams to prepare for the migration.
05
Data Migration
Data migration occurred in two phases. The first phase brought over all of the current data from Pipedrive, the second phase happened during the transition phase of moving users to production.
06
Ongoing Support
LeanScale continued as Integrate.io’s RevOps team and manages Salesforce, HubSpot, GTM analytics, and their growing needs of aligning their evolving processes with their GTM tech stack.
key outcomes
01
Fully designed Process and DealHub Implementation
LeanScale leveraged their experience to build best practice processes for Wealth.com, conduct a vendor selection process, and implement the technology in an incredibly short time period.
02
Fully designed Process and DealHub Implementation
LeanScale leveraged their experience to build best practice processes for Wealth.com, conduct a vendor selection process, and implement the technology in an incredibly short time period.
03
Fully designed Process and DealHub Implementation
LeanScale leveraged their experience to build best practice processes for Wealth.com, conduct a vendor selection process, and implement the technology in an incredibly short time period.
get help today
Partner with the team that knows what it takes to operate a world-class RevOps system.
Flexible 3 Month Engagements
Best Practices at Each Stage of Growth
Consulting + Technical Startup Talent
Growth Modeling
TAM ICP Analysis
Sales Territory Redesign
And So Much More
