Case Study: Unified Payments Group creates a Salesforce go-to-market roadmap with Invisory

Invisory Creates Roadmap for Understanding the Salesforce Ecosystem in Less Than 3 Month

Unified Payments Group, a company that provides accounts receivable software, faced significant challenges when launching their app on the Salesforce AppExchange. Their messaging did not resonate with the Salesforce ecosystem's culture and audience, hindering their anticipated success. The team at Invisory was engaged to help them navigate this new environment and develop an effective go-to-market strategy.

Invisory created a comprehensive go-to-market roadmap for Unified Payments Group, educating them on critical Salesforce partner programs and identifying new marketing opportunities within the ecosystem. This solution enabled the existing team to manage the Salesforce partnership effectively, eliminating the need to hire a dedicated full-time employee. The engagement with Invisory ultimately saved the company significant time and resources while outlining a faster and more lucrative path to success.

Unified Payments Group

John Perez

Chief Executive Officer