Case Study: RevSend automates Rev Ops and frees its CEO with Adapt

RevSend automates 100% of CEO Rev Ops work with Adapt

RevSend, a B2B gifting and direct mail platform for sales teams, faced significant challenges in automating its revenue operations. After failing with Salesforce Agent Force and outgrowing tools like Make and N8N, the company struggled with fragile setups and a lack of intelligent automation, which consumed hours of the CEO's week on manual CRM tasks. They turned to Adapt for a solution.

By implementing Adapt, RevSend connected 21 tools and APIs, replacing three previous automation platforms. The solution automated 100% of the CEO's manual revenue operations workload, enabling prompt-based CRM work and custom API integrations. This freed the CEO from manual data tasks and resulted in the team sending over 1,270 chats to Adapt in just four months.

RevSend