Salesforce Implementation and Migration from Pipedrive for


Donal Tobin - CEO

"LeanScale provided the playbook and technical expertise to get us up and running in 60 days. We were impressed by the speed, but even more impressed by how smooth and thorough the process was."

Problems to Solve For

Implement Salesforce to business process needs

Have access to full funnel metrics and data

Migrate and maintain 10 years of data

LeanScale's Approach and Methodology

Map out and Document Existing GTM Processes

Use the Migration as an Opportunity to Enhance Processes

Design Salesforce and Conduct User Testing

Training and Enablement

Data Migration

Ongoing Support

Results and Outcomes

Successful Migration in 60 Days

Full Funnel Metrics Available in SFDC

Successfully Scaled GTM Teams

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