Case Study: Maxio improves revenue operations and accelerates lead response with LeanData

How Maxio's RevOps Team Used LeanData to Stay Nimble As They Merged Two Companies

Maxio, the financial operations platform formed by merging SaaSOptics and Chargify, faced the challenge of unifying two companies with different Salesforce instances, marketing stacks, sales motions, and go-to-market philosophies without disrupting sales, marketing, or the customer experience. As the RevOps team brought the businesses together, they needed a way to keep leads flowing correctly and maintain existing processes while transitioning to one company and one GTM strategy using LeanData.

LeanData helped Maxio phase the merger smoothly by routing leads across both funnels, automating account matching and lead conversion, and connecting workflows with G2, Salesloft, and Slack. The results included a drop in time-to-response from 1–2 days to 1 hour, a 2x increase in BDR closes, a 15% increase in inbound pipeline, plus gains in close rate, retention, and outbound pipeline as LeanData enabled Maxio to move faster with less manual work.

Maxio

Liz Barton

Vice President of Revenue Operations