At a glance
- Industry
- Marketing & Advertising
- Platforms
- Salesforce Sales Cloud, Orum
- Service
- Optimization, Migration, Integration
- Results
- 100% rep adoption
The challenge
The team needed to migrate cadences off Outreach fast without disrupting daily selling, with complex call dispositions, branching logic, Marketo lead routing, and dialer integration.
What we did
- High Velocity Sales configured with custom call dispositions mapped to the sales process
- Cadences migrated from Outreach with branching that reroutes on email bounce
- Automated assignment of Marketo MQLs into the right cadences with proper ownership timing
- Einstein Activity Capture across all reps with historical sync and domain exclusions
The results
The firm completed the migration on time with zero disruption, 100% rep adoption, automated MQL routing, and comprehensive activity capture across the sales organization.
Everybody’s happy, everybody’s putting in activity — that was the main goal.
Client, Marketing & Advertising
Does this sound like your team?
- Your sequencing tool contract is ending, and reps worry that switching platforms will stall their daily call and email cadences.
- Call outcomes are captured with custom dispositions that drive the next step, and any new tool must honor that branching.
- Marketing-qualified leads from your automation platform need to reach the right rep’s cadence quickly, without manual reassignment.
Where we would start
Start by inventorying every existing cadence, disposition, and branching rule, then map each to its Sales Engagement equivalent. Configure dispositions to match the sales process before migrating cadences, since branching depends on them. Build MQL assignment with clear ownership timing, and turn on activity capture with sensible domain exclusions. Pilot with a small group, then switch the whole team at once so nobody runs two systems.