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Jama Software

CASE STUDY
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Cross-Functional Enablement and Migration to Gong Engage & Connect

Challenge

Jama needed to unify sales engagement across IMR, AE, and CSM teams while replacing their legacy tool with Gong. The initiative included configuring Gong Engage and Connect, improving Salesforce sync, and enabling scalable global workflows.

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Outcomes

OBF led a 120-day rollout that included the full migration, platform configuration, Salesforce integration updates, and live training. A content committee was established, international dialer support enabled, and usage expanded across teams and regions.

Productivity

Reps now operate within structured flows, with improved task handling, call execution, and enablement resources. Manual work is reduced, and collaboration is more consistent.

Predictability

Activity and engagement data sync cleanly into Salesforce, improving visibility into rep actions and pipeline status. Leadership has access to consistent adoption and performance insights.

Growth

Jama is positioned to scale product launches, strengthen retention, and expand competitive intelligence programs. Gong is now central to their GTM execution.

Platform

  • Gong.io
    Engage + Connect + Conversation Intelligence
  • Salesforce
  • Outlook
  • Crayon

Strategy

  • Sales Engagement Modernization
  • Global Dialer Deployment
  • Workflow Enablement
  • Data Visibility

Professional Services

  • Engage and Connect setup
  • Salesforce sync optimization
  • Team Training
  • Workflow Documentation
  • Enablement Support

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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