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Modern CRM & Revenue Operations Implementation for a High-Flying Tech Startup
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Modern CRM & Revenue Operations Implementation for a High-Flying Tech Startup

Case Study Glance Shape

At a glance

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.

100%

transition to Salesforce Sales Cloud

25%

reduction in quote-to-cash time

30%

increase in pipeline visibility

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 and benefits

  • 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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