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CASE STUDY
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Migration to Gong Engage and Team Enablement

Challenge

A high-growth software company preparing for IPO needed to replace Salesloft and operationalize Gong Engage for their Partner Development team. The focus was on system alignment, scalable workflows, and improving visibility across outbound efforts.

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Outcomes

Outbound Funnel (OBF) collaborated closely with Gong, HubSpot, and FAS to design and implement a comprehensive transformation plan in just 2 month time

Productivity

Reps now use structured flows and simplified task management to reduce manual work. Internal processes are more consistent and easier to follow.

Predictability

Outbound activity is tracked in one place, giving leadership clearer insights into usage and performance. Templates, flows, and tasks are fully centralized in Gong.

Growth

Systems and workflows are now built to support new GTM motions and product launches. Governance standards and sandbox testing allow the team to scale with control.

Platform

  • Gong.io
    Conversation Intelligence & Engage
  • Salesforce
  • Google Workspace

Strategy

  • System Configuration
  • Operational Readiness
  • Governance Alignment

Professional Services

  • Engage Migration
  • Live Training
  • Sandbox Setup
  • Workflow Documentation
  • Configuration Advisory

What Our Clients Say

  • Brandon, Helene, and Nikki were incredibly thoughtful and detailed during our discovery process, ensuring that our needs for Gong and HubSpot implementation were fully addressed. The way they transformed our initial ideas into fully operational applications used by our sales team within weeks was nothing short of brilliant.
    Jason Langdon
    CRO

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