“Swantide provide a tremendous amount of value, offering us dedicated customer success support and tools to automate workflows. They’ve brought us the expertise — and saved us a ton of money by not having to hire an in-house a Salesforce engineer.”
HEAD OF SALES & CUSTOMER SUCCESS
OpenPhone's top goals:
OpenPhone had found product-market fit, but didn’t have a defined GTM sales motion. It needed to design and build the sales engine that would allow them to grow at scale.
OpenPhone’s Head of Sales, Giancarlo Gialle, built a framework for evaluating every action his team would need to conduct, and subsequently what tools would allow them to perform those actions efficiently. Gialle knew from his time at Pinterest that CRM becomes the most crucial tool in your toolkit when the sales team starts growing. He also knew switching from a more affordable CRM with fewer features to a more advanced one like Salesforce that can actually scale would’ve been a nightmare — it’s a six-month job.
OpenPhone invested early into Salesforce. For this tool choice, implementation considerations trumped cost.
According to Gialle, “Swantide provides a tremendous amount of value, offering us dedicated customer success support and tools to automate workflows. They’ve brought us the expertise — and saved us a ton of money by not having to hire an in-house a Salesforce engineer.”
Most people assume that the moment you deploy Salesforce, you need to hire a Salesforce developer. Gialle wanted to challenge that. OpenPhone wasn’t at the size yet where it made sense to invest in a full-time Salesforce developer, so they looked for an alternative solution that met all of their scalability, cost and deployment criteria. The solution was Swantide.
OpenPhone invested early in Salesforce, balancing the ROI with cost but also understanding that any change to its CRM down the line would require even more extensive time and resources.
By relying on Swantide, OpenPhone was able to hire a fast-moving problem solver that grew with the company instead of outsourcing to an interim consultant or a more expensive Salesforce developer.
OpenPhone invested in its GTM tech stack early, aligning all processes, tools and playbooks. If tomorrow they needed to grow their sales team 20X, OpenPhone had the scalable, repeatable, and efficient mechanics in place to manage that aggressive growth.