1-2 business days.

scaleMatters' Data Prep Package is installed as a Salesforce Managed Package.

Installation can be completed by your RevOps team or by scaleMatters RevOps experts. It's up to you.

75% of the Data Prep Package installation can be done in under 30 minutes.

Additional time is required for historical data cleansing and mapping depending on how much history you need.

Data modeling and preparation for real-time analysis often takes B2B companies 2-3 years to figure out.

With scaleMatters, you get accurate data, consistent metric calculations, and full-funnel measurements by strategy, people, business unit, etc... in just 2-3 days.

Sales and marketing technology platforms like CRMs, marketing automation platforms, and sales engagement platforms were built to automate the jobs of marketers and sellers.

They were NOT built to capture and surface the data that leadership teams need to manage their revenue operation.

So, every company must build their own data and process model in order to properly capture and measure your revenue engine.

It is a foundational and essential step before you can do proper analysis and reporting.

Some companies have done this internally.

Some have partnered with companies like scaleMatters because our Data Preparation Package shortcuts the process.

scaleMatters' Data Prep Package is installed as a Salesforce Managed Package.

It contains custom fields and automations that capture granular data points along the revenue process (that Salesforce out-of-the-box doesn't capture).

It also provides a consistent way of calculating sales cycles, duration between stages, full funnel conversion rates, etc...

At this time, we only integrate with Salesforce because it’s the leading CRM for growth-stage companies. 

Many have asked us: why Salesforce and not HubSpot?

We love HubSpot; we’re a Marketing Hub customer and recommend it to customers and prospects. That said, we work with Salesforce CRM because it has several advantages over Hubspot:

• Data relationship schema: SFDC's native relationships force Opportunities to be related to Accounts and Contacts
• Overall automation functionality: SFDC automations make it possible using relationships within the database to make changes to related records to help formalize structured reporting
• Governance: SFDC provides a very robust customizable set of User Level Permissions from field visibility, role specific page layouts and access to certain data
• Native integration: SFDC & HubSpot package allows for HubSpot data to flow between both systems
• Reporting engine: SFDC views, reports and dashboards allow flexible data reporting vs HubSpot's guide railed reports
• AppExchange: SFDC's AppExchange has various community led both free and paid services to plug and play