[ case study · SaaS & Technology ]
RevOps autopilot: removing the spreadsheet glue
Replaced manual lead-to-cash steps with governed Flow and Apex automation across the funnel.
Representative results · client-approved metrics pending
-40% manual RevOps work
1 automation tool per object
2x faster lead routing
100% source-controlled
Stack
FlowApexSales CloudPlatform Events
[ the challenge ]
A fast-growing SaaS team ran RevOps on spreadsheets and overlapping automations that nobody fully understood, causing routing errors and slow handoffs.
[ our approach ]
- Consolidated to one record-triggered automation per object
- Rebuilt lead routing and lifecycle in governed Flow
- Moved bulk-sensitive logic into tested Apex
- Documented everything and trained the admin team
[ the results ]
Manual RevOps work dropped by 40%, lead routing doubled in speed, and the org went from a tangle of racing automations to one governed tool per object — fully documented.
“It finally feels like our Salesforce works for us, not against us.” — Head of RevOps Illustrative attribution
[ let's talk ]
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