Jampack
Automation Partner Agreements in Salesforce
Overview
Jampack is a Las Vegas-based technology company specializing in bundling event tickets, hotel accommodations, and exclusive perks into seamless, customizable packages for live events. Founded in November 2020 by Andrew Citores, Sonny Smith, and Daren Libonati, the company aims to enhance event experiences for attendees while providing event organizers with tools to increase revenue and streamline operations.
Problem
Jampack encountered challenges with their partner agreement process, which was being executed outside of the CRM platform. This external, siloed workflow made it difficult to dynamically adapt agreement clauses based on CRM data, leading to inefficiencies, version control issues, and delays in finalizing agreements. The lack of integration with the CRM hindered visibility and scalability, limiting Jampack’s ability to streamline operations and respond quickly to new partnership opportunities.
Key Project Milestones
Key Project Milestones
To address the challenge, LeanScale undertook the following key milestones:
Needs Assessment and Solution Design
Needs Assessment and Solution Design
Conducted a thorough analysis to understand Jampack’s requirements and designed a tailored automation solution for creating partner agreements.
Automation Development
Automation Development
Built a robust automation to generate customized partner agreements based on input data, streamlining the process and significantly reducing the need for manual intervention
Clause Adaptation Module
Clause Adaptation Module
Implemented a module that could adapt clauses according to the filled-in information, ensuring consistency and accuracy across all agreements.
Integration with Salesforce
Integration with Salesforce
Successfully integrated the automation solution with Salesforce, enabling seamless data flow and further streamlining the agreement creation process.
Testing and Deployment
Testing and Deployment
Conducted comprehensive testing to ensure the solution’s reliability and deployed it in Jampack’s production environment, achieving a smooth transition.
Outcome
Through LeanScale’s expertise and collaborative approach, Jampack achieved a significant reduction in the time and effort required to create partner agreements. The automation solution not only enhanced the accuracy and consistency of the agreements but also enabled Jampack to scale its operations more efficiently. By leveraging LeanScale’s GTM Engineering capabilities, Jampack was able to focus on its core business, driving growth and innovation in the legal tech space. The successful partnership between LeanScale and Jampack underscores the potential of tailored engineering solutions in transforming business processes and driving success.
