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