And when a Sweep representative reached out, Paolo saw the opportunity to own a management solution at a fraction of the cost. “I gloriously wear our Salesforce Admin hat, without the certification,” says Paolo. “I was amazed by how much impact I could bring to the team by myself.”

Optimizing for Salesforce efficiency and efficacy

Once Salesforce had been set up, Paolo and his team began thinking about what made the most sense from an efficiency standpoint. “Sweep helped me be more efficient,” says Paolo. “I can focus on more strategic things which is ultimately the goal in my role.”

And after meeting the Sweep team, he realized that they could get the independence of building within Salesforce on their own with the support of an “in-house consultancy” in the form of Sweep’s customer success team. For example, when looking to calculate ARR within Salesforce, Paolo simply asked a member of the Sweep team to show him how to do it on the platform. And just like that, it was done.

Leveraging CRM creativity in Salesforce

While managing Salesforce became part of Paolo’s role, it certainly wasn’t his only area of focus. So he used Sweep to optimize his time spent on the platform. “I think the most impactful feature was the automations,” he explains. “Ultimately it came down to all the time I could save and all the money we could save the company.”

Not only did Sweep empower Paolo to build in Salesforce, but it also enabled him to think creatively when it came to solving different challenges for the team. For example, streamlining communication between stakeholders involved in a specific project or deal. “I asked if it would be helpful to send a Slack and alert all of these people and bring them into a channel and they said yes that’d be a game changer,” says Paolo. “And I said, ‘Ok, I can do that in three clicks.”

After moving a deal to Closed/Won in Salesforce, the Graphite customer success team would be immediately added to a Slack deal room with relevant information about the customer, the deal, and the necessary details about any next steps.

The customer success team were also thrilled to have automatic reminders about which customer contracts were ending and when. The built-in Slack notifications, built by Paolo, gave the team ample time to engage customers for a renewal, provide additional support when needed, and determine what was required to prevent someone from leaving the platform.

Turning Salesforce into a single source of truth

By leveraging Sweep’s easy-to-build automations and Slack integrations, Paolo was able to help drive the business forward with minimal effort and maximum value.

Plus, Sweep enabled the Graphite team to use Salesforce as a single, visible source of truth that the internal team was able to own, manage, and scale. “RevOps can own everything: the infrastructure, the process, the flows, the data, the insights,” says Paolo. “We know how it’s built because we built it.”

Scaling growth alongside Salesforce

Paolo and his team have already started thinking about what comes next in terms of company growth and how it will affect the infrastructure of their Salesforce configuration. In fact, that’s a big part of the reason why Paolo chose this CRM platform in the first place. While it may have seemed complex for their current stage, he knew that Graphite was going to continue to grow and that their use cases for Salesforce would only increase. By keeping an eye on the strategic plans of the overall company, Paolo was able to start building a strong foundation of data and functionality that would serve Graphite today and down the road.

Ready to see how Sweep can change the way you manage Salesforce? Book a demo with a team member today.