overview
About kometsales
Funding Rounds
2004
Growth Equity
Fundraising growth
51-200
headcount growth
Sales Led + Marketplace
Revenue GRowth
problem
CRM Needed For Newly Acquired Companies
With the recent acquisition of two companies, there was an urgent need for a robust Salesforce instance to integrate and streamline operations. The new CRM unified customer data, standardized processes, and enhanced support across all entities, ensuring a seamless transition for the new team members joining Komet’s existing CRM.
Custom CRM Account Hierarchies & Entity Types
With the recent acquisition of two companies, there was an urgent need for a robust Salesforce instance to integrate and streamline operations. The new CRM unified customer data, standardized processes, and enhanced support across all entities, ensuring a seamless transition for the new team members joining Komet’s existing CRM.
Comprehensive Revenue Tracking For Sales Led Motion
To optimize revenue tracking within Komet’s subscription model, a comprehensive CPQ to revenue tracking in CRM to financial billing system handshake was vital. We needed to break apart existing processes and create the most seamless experience for reps to have high satisfaction in the quoting process, getting the revenue reporting required for a high growth start up directly in the CRM, and ensure the financial system received everything it needed to facilitate invoicing.
solution
01
We INTEGRATED DATA FROM MULTIPLE COMPANIES
LeanScale mapped and migrated data into Salesforce from disparate systems with recently acquired FCS & UNOSOF companies.
02
We Set up unified sales tracking
We implemented LeanScale best practices for GTM Lifecycles to enable unified tracking for all groups & products underneath one Komet umbrella.
03
We Enhanced Booking Revenue Reporting
LeanScale helped increased sales effectiveness with Salesforce CPQ to better report on revenue bookings.
04
We Standardized the Sales Process Across All Rolled-Up Entities
LeanScale facilitated cross-functional alignment with sales leadership from each rolled-up company to define a single qualification methodology, sales stages, and forecasting approach. Every team adopted the unified process, eliminating silos and enabling consistent reporting across the consolidated business.
05
06
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.
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