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Overview
About Integrate.io
Founded
Funding
Headcount
Growth Motion
The 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.
Full Sales Funnel Data Visibility Was Needed
Migrate and Maintain 10 years of Data
Integrate.io was founded in 2012 and had an immense amount of data to migrate from Pipedrive to Salesforce. They needed historical data and historical analytics to be migrated to Salesforce.
Our Solution
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.
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.
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.
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.
Data Migration
Ongoing Support
Key Outcomes
What we have accomplished during our engagement.
Successful Migration in 60 Days
Full Funnel Metrics Available in SFDC
Successfully Scaled GTM Teams
With their new platform they were able to successfully scale their team to meet incredible growth demands. Having the foundation of systems and processes gave them the confidence and ability to faster than ever before.
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