Demostack, the world’s #1 demo experience platform, aims to help every business create the perfect demo. By creating a controllable “copy” of a business’s product, Demostack is able to help SaaS revenue leaders accelerate growth with better product storytelling. Demostack’s demo environments take just minutes to spin up, and allow each salesperson to tailor the story for each lead in just minutes, all without code.
data sync (vs. 3 days of manual transfer)
time savings in sales processes
Demostack found themselves in a situation that many companies face today: the teams within the organization use different systems for their daily work. The Sales teams used Salesforce. The R&D department used Jira. Each day, the sales teams were bogged down in time-consuming processes: manually syncing the data they used into both systems, losing both time and money from these cumbersome tasks.
Even with the sales team undertaking these manual processes, Demostack struggled to stay in sync across the customer journey. Without that core customer data always being up-to-date and synchronized between the systems, the teams were unable to quickly and easily determine a customer’s lifecycle stage without looking it up manually, every time. On top of that, the sales teams felt they were missing out on expansion opportunities because they could not see or use product usage data. The inability to track key indicators also meant trying to reduce churn was a struggle.
In addition to the problems Demostack had with their slow, manual processes and missing information, Eric Welsh, Director of Revenue Operations, knew they needed to not only fix what was wrong today but also set a better foundation for the future.
At a previous company, Welsh had worked with Census and was looking to bring it to Demostack. However, he attended a webinar to help him better manage Demostack’s lead database and learned of Syncari. The data automation platform immediately caught his eye. “With Census, you still have to code and use SQL. Syncari’s no-code. Bringing it on was a no-brainer just because of that,” he expressed, “and we’ve been able to achieve so much more since then.”
At the beginning of their Syncari implementation, the most pressing problem for Demostack was syncing and automating support tickets between Jira and SFDC. Simply reducing the time the sales teams spent manually moving data gave the company not only a more efficient customer lifecycle but also more visibility over the entire proof-of-concept and deployment process. “We’ve reduced the time our sales teams spend on manual processes by at least half,” Welsh disclosed. “Syncari just works.”
Because of Syncari, Demostack has granular visibility and newfound accountability in the sales process. They’re capturing valuable data on support ticket metrics such as first-look and first-response times, which they were not able to do previously. Demostack is also able to better track how long each stage of the customer lifecycle takes, giving them greater insight into the overall customer journey.
As Demostack extends their use of Syncari into more systems, Welsh first wants to achieve his initial “future state” of syncing product usage data back into Salesforce. He also is excited about the upcoming warehousing and BI functionality in Syncari and aims to take advantage of those new capabilities when they are released. “The ideal state is we get everything connected and ‘speaking the same language.’ From our current usage of Salesforce and Jira to bringing in more aspects of HubSpot, LeanData, Outreach, and more, our goal is to have Syncari be the catalyst that gets our tech stack working together as one efficient system,” Welsh explained.