Salesforce Implementation and Migration from Pipedrive for Integrate.io
Overview
Donal Tobin - CEO Integrate.io
"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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