When Pave kicked their growth into high gear, their Head of Revenue Operations Luis Roca was tasked with scaling their Salesforce to match their go-to-market machine’s new level of complexity. Pave, a 150+ employee company based in San Francisco, provides its customers with real-time data and compensation management workflows. As their go-to-market scaled, Luis added more fields and objects to their Salesforce, with increasingly longer flows, while simultaneously onboarding new team members.

The Problem: As Pave grew, Luis began to notice a changing reality: building new Salesforce functionality became increasingly inefficient. Though he had grown his team, tasks began to take longer than expected, and the backlog was getting worse. It felt like Luis was taking on more responsibility for items he thought he should be able to off-board. He realized that with an org scaling at their pace, he lacked complete visibility of their Salesforce - while he did his best to document their instance, it was hard to keep up and uncover dependencies.

The Solution: Sweep’s visual workspace enabled Pave to quickly map their processes and all of the associated automations. This enabled faster resolutions to issues in their org, increased collaboration with stakeholders and other teammates, speedier releases and ultimately, a less complex org.

More Problems Solved in Less Time Typically, when something had gone wrong in his org, Luis would diagnose each of his flows and run records through the debug logs to figure out where a problem might be. This discovery phase alone took significant time, and resolution for tasks often took several days.

“Sometimes figuring out what was causing unexpected behavior was harder than simply implementing the fix. Sweep was instrumental in helping us surface and understand issues in a timely manner, and resolve as quickly as possible” said Luis.

By mapping their configuration on Sweep’s visual canvas, Pave was able to accelerate their time to resolution by narrowing in on which automations may be behaving in unexpected ways, using Sweep’s artificial intelligence to understand how those automations were behaving and pushing resolutions to production, with full knowledge into what related dependencies were. More recently, the team began to leverage Sweep’s change feed, finding what changes have been implemented to the org and why.

After implementing Sweep, Pave’s RevOps team was able to improve their speed to resolution for tickets by 33% - shaving almost a full day off of their turn-around time.

Empowering Existing Team Members Luis realized that as their org got more complicated, making changes - even ones that on the surface require minimal Salesforce skills - now required more technical expertise because of what they might impact. By leveraging Sweep’s UI and documentation features, he was able to empower other users on his team – including junior admins – to build without worrying about dependencies. In doing so, he was able to save money by avoiding the costly addition of Salesforce consultants or other full time senior hires.

By utilizing Sweep’s delegate tool, Luis was able to assign tasks to different team members and then review their changes before deploying to Salesforce. He was able to simultaneously increase his own bandwidth while providing additional opportunities for growth to his junior admins by giving them a chance to contribute to the organization without risking disruption to production. Luis also used this tool to empower less technical members of his company to work independently, which resulted in increasingly efficient cross-functional work-streams.

Efficient Use of Resources In today’s marketplace, cost and time savings are key. When Pave lost internal Salesforce resources, Sweep was able to help them maintain their high level of performance without having to pay thousands of dollars to a consultant. Not to mention they were able to save a ton of time by not having to search through the tens of thousands of vendors listed on freelance service platforms. By using Sweep, they were able to turn their existing team into their Salesforce team resulting in a much more seamless transition.

Getting More out of Salesforce With Sweep, Pave has been able to access a clear understanding of their Salesforce configuration in real time, using AI to accelerate discovery and triage issues, and giving teammates tools to contribute to the organization responsibly. This has not only enabled Pave to scale their GTM efforts successfully, but it’s also allowed them to truly harness the power of Salesforce and leverage its capabilities to enhance the roles of their teammates.

Now, their org provides clear and concise data that informs their company’s decision making, while also providing the team with the time to analyze their business and leverage their insights for strategic outcomes. By implementing Sweep, Luis and his team were able to problem solve faster so the company could remain focused on achieving company goals.