All fieldwork

One clear status for every lead.

THE SITUATION

The company sells through Salesforce, but the selling itself happens everywhere else: reps dial through Orum, run email sequences in Outreach, book meetings through Calendly, and marketing runs campaigns on top of it all. Each tool keeps its own version of the truth, so a lead can look hot in one system and dead in another, and records nobody has touched in months still sit in active call lists. When a manager asks who is actually working an account, there is no reliable answer.

A CRM only knows what people type into it, not what actually happened across every channel. The platforms that promise to stitch it all together mean another expensive subscription, months to roll out, and another system for reps to learn — when all the company really needs is one trustworthy status on every lead.

WHAT WE BUILT

Every call, email, meeting, and inbound inquiry now lands in one place, and each lead carries a single status that moves by clear rules — leads that go quiet retire on their own instead of cluttering call lists, and years of old records were brought up to date so history tells the truth too. Activity rolls up to the account and the parent company so managers see the whole relationship, and Slack tells the right seller the moment a lead needs action. ScaledRev built it all in Salesforce itself, tuned to their sales process — live in weeks, and run day to day by their own team.

  1. 01Capture
  2. 02Clean up
  3. 03Set status
  4. 04Roll up
  5. 05Alert
  6. 06Measure
4,976past leads brought up to date
4clear lead status levels
0errors across 4,976 leads updated
BUILT-IN SAFEGUARDS
Clear status rulesNo double countingQuiet leads retire on their ownHistory brought currentProblems flagged, not hidden
WHAT CHANGED

Sellers work from one trustworthy list instead of reconstructing what happened across five tools. Managers can finally see which hot leads are sitting untouched, how long they have waited, and which accounts are covered — the difference between activity and real progress toward revenue.

WHAT THE TEAM GOT
Every touch, one placeClear lead status rulesStale leads cleaned up automaticallySlack alerts to the right sellerReporting on where leads come fromManager dashboards

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