How LeanScale runs Salesforce
The system of record behind most of what we build. Every diagnostic we run opens in Salesforce, and our architects work at ISV depth: managed packages, License Management App, Environment Hub, Partner Community provisioning.
- Implementations
- 36
- Projects we run on it
- 51
- Build types
- 36
- Native integrations in our stack
- 7
What we build on Salesforce
51 projects from the LeanScale catalogue run on Salesforce, each with a typical timeline from our delivery record.
CPQ
Guided selling, price rules and approvals, so a quote takes minutes.
CRM migration and merge
Move or merge CRMs with objects mapped, history kept and a rehearsed cutover.
Executive reporting
A board-ready reporting suite that reads the same everywhere.
Growth model and capacity plan
Targets, capacity and pipeline math in one model you can plan the year on.
GTM lifecycle
One written funnel: stages, exit criteria and handoffs, with timestamps the system stamps.
Market map
Your TAM scored and tiered against ICP, then refreshed every quarter.
Quote to cash
Quote, approval, e-sign and invoice in one flow, with no swivel chair.
Territory design
Territories valued, not drawn, and load-balanced on high-ICP accounts.
Activity capture
Every email, call and meeting lands on the record without a rep typing it.
Show all 51 projects
Automation and tech-debt cleanup
Flows, rules and code that are documented and stop fighting each other.
Conversation intelligence and deal inspection
Qualification scored from real calls and written back to the deal.
CRM implementation
A CRM stood up the way you sell, with telemetry in from day one.
Customer health and CS ops
A health score the CS team trusts, wired to the actions it should trigger.
Customer onboarding handoff
A clean sales to CS handoff, so a new customer never repeats themselves.
Data hygiene and dedupe
Clean, deduplicated records with real account hierarchies, before anything reads from them.
Forecasting
A forecast with a cadence, categories and one call per week.
Partner and channel ops
Partner deals registered, attributed and reported like any other source.
Pricing and packaging setup
Products, price books and packaging in the system, so quotes cannot drift.
Renewals and expansion
Renewals worked on a clock and expansion found from signals, not memory.
Sales enablement ops
Content, process docs and tools reps can find when a deal needs them.
Sales qualification and deal management
Stages with exit criteria and a qualification method reps actually fill in.
Attribution
First, MQL and latest touch: what actually sources revenue, defensibly.
Automated inbound
Every inbound lead enriched, deduped and account-matched on arrival.
Campaign and platform operations
Suppression, deliverability and dashboards kept healthy, so any two campaigns compare.
Campaign key and tracking layer
Every send tracked to one governed campaign key, written into your own platform.
Diagnostic
The funnel scorecard and workshop that set the roadmap, re-run every quarter.
Events and webinars
Pre-event outreach, registration paths, badge-scan follow-up and post-event ROI.
Inbound capture
Forms, conversion paths, hidden tracking fields, enrichment and speed to lead.
Lead routing and speed to lead
The right rep in minutes, with SLAs that hold under load.
Order to cash handoff
The outcome of the quote flow you already run, arriving in the ledger in a shape finance can bill from.
Outbound
Target lists, enrichment, sequence construction, enrollment and reply handling.
Pipeline math and campaign plan
Work back from the pipeline number to how many campaigns it takes, and whether your sending capacity can carry them.
Revenue recognition schedules
Rev rec written once, where the deal lives, and posted to the ledger.
Warm signals and PQLs
Intent, product and web signals captured, scored, prioritised and acted on.
ABM and paid audiences
Target-account plays and the audiences, suppression and tracking behind your paid programs.
AI readiness and governance
Clean data and clear write rules before any agent touches the CRM.
ARR and MRR roll-forward
One ARR number finance and sales both quote, rolled forward every month.
Billing setup and entitlements
Billing terms and entitlements provisioned at close, so access and invoices describe the same customer.
Close-to-cash map
Your seven steps from closed won to cash, each with its system, owner and timestamp, agreed before anything is built.
Commission operations
Commissions calculated from the deal record, with splits and statements reps can check.
Contract management
One contract repository, with the terms that matter stored as fields.
CRM to ERP sync and reconciliation
Customer to customer and deal to contract joined, with a daily reconciliation you can watch.
Deal desk operations
A named reviewer on a stated turnaround, with every clause priced before anyone signs.
Event ops infrastructure
Lists in, leads out, and every event tied to its pipeline.
Lead and account scoring
One score, agreed by sales and marketing, that decides who gets worked first.
Marketing and channel reporting
Channel and campaign ROI your CMO can present.
Referral campaigns
Turn happy customers into introductions, tracked like any other source.
Terms policy and approval matrix
A one-page terms policy, so "non-standard" becomes a testable statement instead of a feeling.
Tracking and UTM governance
One channel taxonomy and clean UTMs, so every touch lands on the record.
Expansion and win-back
Campaigns to existing customers and closed-lost accounts, timed on signals.
Partner co-marketing
Joint campaigns with partners, with shared lists and clean attribution.
Salesforce, from the operator’s seat.
A Standard benefit: how the product performs across our own implementations, read from the Arsenal. No vendor can source this view anywhere else.
Almost all of our volume here is operational depth rather than greenfield: admin, opportunity modelling, flows and migrations. That is a compliment about flexibility and also where the effort goes: a Salesforce build is rarely limited by the platform, only by how much configuration a team can carry.
Operator’s note, LeanScale RevOps
The outcomes Salesforce helps us deliver
The LeanScale stacks Salesforce sits in, and the systems it runs alongside.
Sales Engagement Platform
RevOps · Growth Ops
+3Renewal, Churn, NRR/GRR Reporting
RevOps
Onboarding and Process Improvement
RevOpsCustomer Health Model
RevOpsCustomer Lifecycle (GTM Lifecycle)
RevOpsAutomated Inbound Data Enrichment
RevOps · Growth Ops
What we’ve published on Salesforce
13 playbooks · 3 field studies · 52 customer stories · 35 docs · 60 podcast episodes
Attribution
Every Attribution project moves through the same four phases. Know what you produce in each — and know that, like CPQ, this is a project you win or lo…
Automated Inbound Enrichment
Three customers, two CRMs, two motions — and the same six stages every time. The centre of gravity here sits in Blueprint: the trigger you design and …
Automated Outbound Sequencing
Most playbooks start at Blueprint. This one starts before that — with three things that have to be true before you are willing to run the project at a…
CPQ
Every CPQ project moves through the same four phases. Know what you produce in each one — and know that, like Quote to Cash, this is a project you win…
CPQ vs Revenue Cloud
Half the bad advice online cites the wrong product. "Revenue Cloud" has meant three different things. When someone says "move to Revenue Cloud," they …
CRM Migration
Every migration moves through the same four phases. The weight sits in phase one — get the Blueprint right and the other three go smoothly. 1 Blueprin…
Also in CRM
Other CRM systems our teams run. The Standard is ringed.
Work with the team that’s already inside it.
Embedded LeanScale teams build, migrate and run Salesforce alongside the rest of your stack, on a flat fee.
Talk to usKeep your profile current.
Your Arsenal profile is what every LeanScale recommendation reads. Update integrations, access and the client rate any time.