Finley uses Synch to manage Salesforce administration from start to finish without any need for consultants
Finley, the software that simplifies debt capital raise and management for businesses, leverages Synch to supercharge their GTM motion with robust data insights and comprehensive recommendations.
- Going from 0 to 1 in SFDC sophistication in days rather than months
- Out-of-the-box dashboards, automations, deal alerts, etc.
- Consolidated best in class GTM tech stack
Using Synch lets us supercharge our GTM motion with data insights and recommendations
Company
Finley simplifies debt capital raise and management. Finley’s software helps growing companies automate due diligence, ensure compliance, and streamline ongoing reporting with their capital providers. By bringing best-in-class technologies to a decades-old space, Finley helps innovative companies and their lenders spend less time on routine tasks and more time on what matters.
Goals
Finley is a fast-growing company with over 35 full-time employees, including almost a dozen GTM team members . According to Jeremy Tsui, CEO, the company knew that raising their $17M Series A would introduce a host of new GTM challenges as they planned to expand into new customer segments, experiment with new GTM playbooks, and grow their GTM headcount. With that, Jeremy had a few major goals for himself and for the team:
- Implement Finley’s SFDC instance with the tooling, infrastructure, and data tracking needed to support Finley’s growing GTM operations.
- Properly instrument the GTM team, enabling its reps to focus their time on selling new customers rather than working across disparate systems and point solutions.
Results
Complete Ownership
“Synch allowed me to own our SFDC administration from start to finish. Rather than spending hours of my day piecing together SFDC’s systems, writing APEX, and in the weeds of our SFDC config, I was able to configure our SFDC instance with natural language prompts using Synch’s AI-assistant.” - Alex Kagawa, RevOps
Alex understood that ownership of Finley’s SFDC administration and architecture will better enable Finley’s GTM team to scale at the clip it needs to. Using Synch’s out-of-the-box tooling and AI-assistant, Alex was able to efficiently build reports and dashboards and implement new flows and automations, enabling Finley to rapidly level-up and fine-tune its SFDC instance.
Saving Time
“By leveraging our Salesforce permissions and existing schema, Synch allowed me to (1.) build the analytical foundation we need to ensure we’re making the right, data-driven decisions down the line, and (2.) implement a centralized hub for sales leadership and our reps to manage the majority of our day-to-day GTM operations.” - Alex Kagawa, RevOps
Alex recognized that a growing team would lead to more questions from reps, more stress on existing processes, and mixed signals as to what’s working and what’s not working. By using Synch’s AI-assistant to develop the right reporting foundation and its unified platform to create a singular place for reps to access tooling for pipeline management, forecasting, metrics scorecards, deal alerts, etc, Finley was able to minimize the short-term thrash that often stems from scaling quickly, while also laying the foundation for efficient revenue growth longer-term.
Improved GTM Visibility
“With Synch, we were able to easily parse our data in SFDC, throw together digestible reporting and visuals, and better forecast outcomes, all of which provided improved visibility to both sales leadership and our reps.” - Jeremy Tsui, CEO
As Finley’s GTM motion continued to expand, Jeremy naturally could no longer be directly involved in every deal cycle. With Synch, he was able to create a source of truth for all things deal-related, easily drill into the underlying pipeline data in SFDC, when needed, and keep a close pulse on all movement across each rep’s pipeline.
Partnership
“I can’t imagine not using Synch at this point. Not only does the product keep Finley’s GTM org humming, but Synch’s speed of development, responsiveness to our product feedback, and white-glove customer support has been a huge value-add throughout Finley’s journey. They’ve been a true partner from day one.” - Alex Kagawa, RevOps
Alex and Jeremy recognize that change is the only constant at a fast growing company like Finley, and being able to bring ownership and control of those changes in-house via Synch has been hugely helpful on its march from Series A to Series B. Its empowered the team at Finley to iterate quickly and rapidly scale its revenue and GTM operations, all without incurring exorbitant SFDC consultation fees or forcing them to need to hire additional headcount before it’s absolutely necessary.