overview
About kometsales

Funding Rounds
2004

Fundraising growth

51-200
headcount growth

Sales Led + Marketplace
Revenue GRowth
problem

CRM Needed For Newly Acquired Companies
With the recent acquisition of two companies, there was an urgent need for a robust Salesforce instance to integrate and streamline operations. The new CRM unified customer data, standardized processes, and enhanced support across all entities, ensuring a seamless transition for the new team members joining Komet’s existing CRM.

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
We INTEGRATED DATA FROM MULTIPLE COMPANIES
LeanScale mapped and migrated data into Salesforce from disparate systems with recently acquired FCS & UNOSOF companies.
02
We Set up unified sales tracking
We implemented LeanScale best practices for GTM Lifecycles to enable unified tracking for all groups & products underneath one Komet umbrella.
03
We Enhanced Booking Revenue Reporting
LeanScale helped increased sales effectiveness with Salesforce CPQ to better report on revenue bookings.
04
05
06
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.
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