APPROACH
Our 4-step implementation methodology helps B2B companies drive efficiency across their revenue acquisition engine.
The iterative process
Every Go-to-Market team goes through iterations as their marketing and sales operation scales up.
Companies who "unconsciously iterate" make multiple changes at once, struggle to measure what's working and what's not, and rely on gut feel decisions.
Companies who "consciously iterate" have a structured, repeatable process. They put measurements in place, run experiments, gather feedback, and make informed decisions.
Which company do you want to be?
Our methodology
scaleMatters' 4-step implementation methodology enables “conscious iteration.”
Our professional services team partners with you through each step of implementation and on an ongoing basis to ensure that you can maximize the value of scaleMatters software.
The quicker you can identify and resolve inefficiencies across your revenue engine, the less cash you'll burn as you scale up.
Now, that's efficient growth!
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Step 1: Model the Motion
timeline: 20-25 days
Estimated Customer time: 5 hours
• Diagram full funnel GTM processes
• Clearly define metrics to align marketing and sales
• Build revenue plan model in Google Sheets (start with loose assumptions and get more precise as more actual performance data is gathered)
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Step 2: Measure the Motion
timeline: 30-45 days
Estimated Customer time: 5 hours
• Tech stack strategy and data instrumentation
• Install scaleMatters' Salesforce Managed Package
• Enrich and update historical data
• Embed data integrity automations in Salesforce
Optional: Add Fractional RevOps services for ongoing GTM tech stack administration.
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Step 3: Analyze the Motion
timeline: 15-20 days
Estimated Customer time: 5 hours
• Validate SFDC data in scaleMatters
• Import revenue plan model from Google Sheets
• User training on scaleMatters
• scaleMatters begins autonomous data analysis
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Step 4: Optimize the Motion
Time to use the software!
• Contextual analysis delivers rapid feedback
• Performance vs. plan analysis enables proactive course correction
• Track outcomes/side effects of experiments or changes
• Allocate resources to highest performing channels
Optional: Add Fractional Analyst services for GTM analysis, reports, and insights.
What to expect during implementation
scaleMatters’ Implementation Methodology is designed so you're getting actionable insights in 12 weeks.
You’ll be assigned an Account Manager who is responsible for shepherding you through the process serving as your RevOps Consultant, Project Manager and Onboarding Specialist. Additionally, you will have a dedicated Technical Implementation Manager responsible for configuration, QA, deployment, optimization and documentation of your scaleMatters integration.
Kickoff
During the sales process you will meet members of our Customer Operations team who will walk through the methodology in detail and propose an implementation plan.
We know there isn’t time to waste so we will book the Implementation Kick-Off call within 5 business days of contract signing. At this time you will meet your implementation team and your dedicated Account Manager will assume responsibility for overseeing the entirety of your implementation and onboarding. Ultimately, we do the heavy technical lift only relying on your to provide context and participate in requirements gathering and data validation calls.
Platform Onboarding
Your project team will be with you every step of the way tailoring an onboarding approach to meet the needs of your team and organization. With specific job function based training and customized dashboards, we will work to get you ramped and iterated within 4 weeks.