Case Study: Zesty scales partner operations and referral management with EverAfter.ai

Zesty’s RevOps & Partnerships teams use EverAfter to scale partnership operation, processes, and referral registration

Zesty, an AI-driven cloud management solution, needed a better way to manage partner referrals and communication. Their referral registration process was happening across multiple channels like phone calls, emails, Zoom, and WhatsApp, and referrals were not being properly documented in CRM, leaving partners with limited visibility into deal follow-up. Zesty turned to EverAfter.ai to streamline partner communication and centralize the process.

EverAfter.ai helped Zesty create a dedicated EverAfter hub for each partner, giving them one place to manage referrals, deal status, revenue share information, tasks, support requests, and more. With HubSpot integration, submissions from the hubs synced automatically into CRM and supported referral approval workflows. Zesty launched the hubs in just 7 days and quickly saw strong partner adoption, describing it as their “Aha! moment” for scaling partner relationships.

Zesty

Matan Alperovitch

Head of Revenue Operations