All fieldwork

Making every handoff visible, not magical.

THE SITUATION

The company runs sales in Salesforce, support in Zendesk, outreach in Outreach, and scheduling in Calendly — and the customer moves through all of them. A prospect books a meeting and the CRM never hears about it; a support ticket opens on an account mid-renewal and sales finds out weeks later; an alert goes out twice one day and not at all the next. Every team works from a picture of the customer with pieces missing, and nobody can say what fell through the cracks last week.

Each system does its own job well; it is the connections between them that have become a patchwork of quick fixes that break quietly. Enterprise integration platforms exist for exactly this, but they assume a dedicated team to run them — far more than a business needs when the goal is simply keeping four or five core tools in step.

WHAT WE BUILT

Every meeting booked, ticket opened, and reply received now lands in Salesforce as a clean record on the right account; the team gets a Slack alert when something important happens and a daily digest of the rest; and when a handoff does slip, it is flagged with exactly what was missed so someone can fix that one item instead of guessing. ScaledRev built the connections directly into the tools the team already runs.

  1. 01Receive
  2. 02Verify
  3. 03Clean up
  4. 04Record
  5. 05Alert
  6. 06Recover
Multi-systemsales, support, and outreach connected
Asynchandled reliably in the background
Observableevery handoff leaves a trail
BUILT-IN SAFEGUARDS
Secure connectionsNo double countingFailed attempts don't snowballEvery failure on recordPast activity caught up cleanly
WHAT CHANGED

Sales, support, and leadership now look at the same customer. When something breaks between systems, the team can tell a real business problem from a plumbing hiccup — and recover the one missed handoff instead of wondering what else went wrong. Nothing is silently lost, and nothing is counted twice.

WHAT THE TEAM GOT
One front door for every updateReliable background handlingSalesforce-to-Zendesk syncSlack alerts and a daily digestOngoing system health checksMissed-handoff recovery

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