How Stytch uses Swantide to run Salesforce
“I’ve seen a lot of Salesforce setups gone wrong and the price that companies pay down the road. We’re being thoughtful on how to avoid those missteps.”
Reed McGinley-Stempel
CO-FOUNDER & CEO
“Our business model is pay as you go (versus the standard SaaS pay up front) and Salesforce doesn’t play super nice with that. [We] aren’t Salesforce experts, so we asked [Swantide] ‘this is how our business runs, can you make that work for us?’ and they did.”
Dennis Huang
BUSINESS OPS LEAD
Background
Stytch is a security SaaS startup that’s improving security and user experience with passwordless authentication
Challenges
The Stytch team was initially using Cooper as their CRM, but this wasn’t going to be a long term solution for scaling.
They needed Salesforce, but Reed and the team were not experts on how to set up and configure the platform. Reed knew that they wanted to be thoughtful with their approach to creating a solid sales foundation. They connected with some Salesforce consultants, but in the end they weren’t impressed with the timelines and price tag. The plan was to buckle up and just do it themselves.
Solution
Reed and team got connected to Swantide at just the right time.
According to Reed, “Swantide was interesting to me because they’ve got a tech approach to Salesforce setup and implementation.”
They needed Salesforce, but Reed and the team were not experts on how to set up and configure the platform. Reed knew that they wanted to be thoughtful with their approach to creating a solid sales foundation. They connected with some Salesforce consultants, but in the end they weren’t impressed with the timelines and price tag. The plan was to buckle up and just do it themselves.
Outcomes
