Case Study: Maxio boosts pipeline and conversion with LeanData

Maxio cuts SLA time from 1-2 days to 1 hour with LeanData

Maxio, a B2B FinOps company formed from the merger of SaaSOptics and Chargify, faced the significant challenge of unifying two organizations with distinct processes, technologies, and go-to-market strategies. This included managing two separate Salesforce instances, different marketing funnels, and competing sales teams. To achieve a cohesive operation, they turned to vendor LeanData for assistance with their revenue operations and lead routing.

Using the LeanData solution, Maxio implemented a new data flow and built processes to route leads based on origination, teams, and funnel management. This allowed them to successfully support multiple brands during their transition. The results were substantial, including a decrease in service level agreement time from days to just one hour, a 40% increase in meeting show rates, a 35% increase in customer retention, and significant increases in both inbound and outbound pipeline generation.

Maxio