LeanScale partners with high growth startup Jampack to fully manage their RevOps function.

“LeanScale did an incredible job moving our organization to Salesforce from our previous CRM and then proceeded to become a core component of our GTM organization. At one point, we decided to move to offshore contractors for Salesforce admin work and quickly felt the pain of losing the holistic approach to RevOps that LeanScale takes and partnered together once again.”
Nick Libonati
Head of Revenue

About Jampack

Processed Thru Their Platform
Over $100M
LeanScale Start Date
December 2022
Growth Motion
Ecosystem Led

The Problem

Their Current CRM Wasn't Designed To Scale

The existing CRM was not going to be able to support the quickly scaling organization and so there was a pressing need to move to a more mature CRM, but needing a partner to help move the data & set the foundation for success.

They Needed a Partner for System Migration & Maintenance

Initial intention of partnering was to have a team come in to move Jampack into a new CRM chapter and then ongoing system maintenance

Better Definition Was Needed For Their GTM Lifecycle

Need for a full go to market lifecycle from lead to executed contract to fulfillment of services

Our Solution

INITIATING A 6 Week CRM Migration
LeanScale scoped out all of the go to market needs within a CRM for Jampack and provided a white glove data migration to fully launch a Salesforce instance in six short weeks from initial engagement kickoff.
INTEGRATING Engagement Team Expertise
The team running the engagement became a critical element of the operation by providing strategic RevOps advisory on systems strategy, process design, and providing key reporting & analytics.
Married together LeanScale recommended lifecycle staging across the full funnel with tailored Jampack needs to build out entire customer journey staging within the system and producing documentation for enablement.

Ongoing Progress

What we have accomplished during our engagement….so far.

Migration from Zoho to Salesforce in 6 weeks

Fully migrated from Zoho to Salesforce to support the quickly growing organization.

Implementation of key RevOps Fundamentals

Set the foundation for vital GTM items from lead source taxonomy to sales staging to forecast methodologies.

Full Administration of GTM Tech Stack

Fully administers Salesforce and connected tools.

New Business Unit Scaling

Ongoing tailoring of the CRM to allow Jampack to continue to have their GTM tech stack grow with their service offerings that are continuously expanding.

Comprehensive GTM reporting and dashboards

Created and currently maintains sales, marketing, customer success, and forecast dashboards with ongoing updates and maintenance.

CPQ Implementation

Designed and implemented a comprehensive CPQ system for their quote to cash process.

Key Outcomes

With LeanScale Jampack was able to scale their sales and marketing teams and completely outsource their revenue operations function. They have the foundation to continue their high growth trajectory and have strong data to make key growth decisions.

Partner with a LeanScale Operating Team

➤  Flexible 3 Month Engagements
➤  Best Practices at Each Stage of Growth
➤  Consulting + Technical Startup Talent

Layer in Strategic Projects

➤ Growth Modeling
➤ TAM ICP Analysis
➤ Sales Territory Redesign
➤ And So Much More