Fivetran
LeanScale partner
How LeanScale works with Zendesk: Zendesk in the knowledge hub →
The roles
How the work gets done
Plays from LeanScale client work in RevOps: the steps across the stack and what each one moved.
Customer health and CS ops
+1
7 steps
Folding a second business unit's customer-success operations onto one platform, and rebuilding the health score on the way
Structured plans and segments migrated and confirmed complete
ChristopherLeanScale
CRM migration and merge
+5
7 steps
Merging two Salesforce orgs into one against a contract-expiry deadline
Cutover executed on schedule, ahead of the contract deadline
KaveanLeanScale
+1
7 steps
Folding a second business unit's customer-success operations onto one platform, and rebuilding the health score on the way
Structured plans and segments migrated and confirmed complete
ChristopherLeanScale
CRM migration and merge
+5
7 steps
Merging two Salesforce orgs into one against a contract-expiry deadline
Cutover executed on schedule, ahead of the contract deadline
KaveanLeanScale
