Case Study: Formstack achieves a 7X increase in Salesforce pipeline with Invisory

A Invisory Case Study

Formstack grows Salesforce pipeline 7x with Invisory

Formstack, a workplace productivity platform, needed to understand how to effectively co-sell with Salesforce and navigate its complex ecosystem to succeed as an AppExchange partner. They engaged the vendor Invisory to help them develop a strategic go-to-market approach.

Invisory provided Formstack with a detailed GTM playbook and strategy. This included creating key sales assets, educating the team on ecosystem dynamics, and facilitating connections with Salesforce representatives and SIs. As a result of this partnership and Formstack's execution, the company achieved a 7x increase in its Salesforce-sourced pipeline.


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