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Success Story

Modern CRM & revenue operations implementation for a high-flying tech startup

Diskover Data, a fast-growing tech startup, partnered with Gruve to modernize its CRM and revenue operations. By migrating from HubSpot to Salesforce Sales Cloud, they streamlined lead-to-revenue workflows, enhanced partner management, and integrated productivity tools.

  • Transition to Salesforce Sales Cloud

    100%

  • Reduction in quote-to-cash time

    25%

  • Increase in pipeline visibility

    30%

About the client

Diskover Data is a high-tech startup focused on data solutions. The company sought to scale its operations and improve sales performance but was hindered by limitations in its existing CRM and revenue processes.

Challenges

  • Legacy CRM restricted business operations and limited growth.
  • Data quality issues impaired analytics and reporting accuracy.
  • Inability to manage complex, multi-faceted partner programs.
  • Lack of automation led to inefficient sales processes and poor customer experience.

Solutions

Salesforce Consulting & Support: One year of ongoing consulting and operational support ensured a smooth transition and continuous optimization.

CRM Data Migration: Historical CRM and sales data were successfully migrated from HubSpot to Salesforce Sales Cloud, centralizing all customer activity data.

Sales Cloud Implementation: Enabled a seamless Lead-to-Cash process, boosting efficiency for Business Development Reps (BDRs) and Account Executives (AEs).

Partner Management Optimization: Streamlined partner tracking and sales program performance monitoring helped focus on high-impact activities.

Productivity Integrations: Connected Slack, Zendesk, and Einstein Activity Capture to maximize team efficiency and data intelligence.

Sales Flow Automation: Automated high-impact sales tasks (renewals, pricing approvals, notifications) using Flows and Apex, accelerating deal cycles.

Results

  • Achieved a 100% transition to Salesforce Sales Cloud.
  • Reduced quote-to-cash time by 25%, accelerating revenue realization.
  • Improved pipeline visibility by 30%, enabling better decision-making.
  • Enabled AI-driven activity tracking and enhanced sales program performance monitoring.
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