Clio Draft
Sales Engineer User Journey + Visibility Creation
Overview
Clio is a leading practice management platform for law firms, streamlining their operations and enhancing client service. Operating in the legal technology sector, Clio has established itself as a pioneer, providing cloud-based solutions. Clio Draft has secured significant funding, raising over $900 million in total, with a valuation exceeding $3 billion. The company boasts a substantial workforce, with more than 900 employees dedicated to delivering innovative legal technology solutions. Clio’s mission is to empower law firms to work more efficiently and effectively, and its platform is used by thousands of law firms worldwide.
Problem
The Clio Sales Engineer User Journey + Visibility Creation project was all about making life easier for sales engineers using Clio Draft’s SFDC instance. The main object was to boost accessibility to sales engineer support for the draft sales team. On top of that, we wanted to create a smooth and efficient process, helping sales engineers show off Clio’s features to potential clients without a hitch. By improving the user experience and offering better visibility into the sales process, we aimed to ramp up sales performance and drive business growth.
Key Project Milestones
Key Project Milestones
To address the challenge, LeanScale undertook the following key milestones:
User Journey Mapping
User Journey Mapping
Created a detailed map of the sales engineer’s user journey, identifying pain points and areas for improvement.
Visibility Creation
Visibility Creation
Designed and implemented customized dashboards and reports to provide real-time visibility into the sales process.
Process Optimization
Process Optimization
Streamlined the sales engineer’s workflow, eliminating unnecessary steps and automating tasks where possible.
Training and Enablement
Training and Enablement
Live training sessions, along with video resources, to make sure sales engineers could effectively use the optimized platform and leadership could effectively measure performance.
Performance Monitoring
Performance Monitoring
Developed tactical performance segmentation to ensure visibility into progress against key performance indicators (KPIs). This approach made all critical edge cases accessible to both sales engineers and leadership, enabling data-driven decision-making and strategic oversight.
Outcome
By teaming up with LeanScale, Clio received a scalable sales engineer environment within Clio Draft’s SFDC instance. This collaboration significantly enhanced the user experience for sales engineers, leading to improved sales performance and increased operational efficiency. The optimized user journey and enhanced visibility allowed Clio’s sales engineers to effectively demonstrate the platform’s capabilities, thereby driving business growth and revenue expansion. With LeanScale’s expertise, Clio refined its sales processes, resulting in a more streamlined and effective sales experience.
