overview
About wealth.com
Funding Rounds
2021
Seed
Fundraising growth
11-50
headcount growth
Sales Led
Revenue GRowth
problem
A Quote Creation and Proposal Process Was Needed
Wealth.com needed to create the rules of engagement and approval flow processes for creating a quote and getting pricing and terms approved for a customer.
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
Gather Data and Current User Experience
LeanScale started by diving deep on the current quote and proposal production process with mutliple individual contributors and functional leadership.
02
Design Proposed Processes
LeanScale developed multiple proposed process flows with varying levels of governance and risk tolerance. These were reviewed and refined with functional leadership and a well defined process was chosen.
03
Vendor Evaluation
LeanScale believes process chooses technology rather than technology dictating the process. LeanScale reviewed multiple CPQ solutions and produced a decision matrix to leadership.
04
Vendor Selection
The solution that met the needs of Wealth.com’s quote and proposal process was DealHub and an agreement was made with an implementation proposal delivered.
05
Implementation and Integration with SFDC
Following vendor selection LeanScale got to work immediately on implementing the solution and integrating with Salesforce.
06
Ongoing Management and Maintenance
As Wealth.com adjusts pricing, packaging, adds new products, and makes adjustments to their GTM processes, LeanScale is there to assist on process design and technical implementation.
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
