Case Study: Lily.ai achieves streamlined sales operations and data-driven growth with StarrData

Lily.ai automates sales operations and improves forecasting with StarrData

Lily.ai was using a generic, out-of-the-box Salesforce instance that lacked optimization for its specific business needs. The platform was missing key functionality, had too many users, and provided minimal analytics. They needed a tailored solution and change management assistance from vendor StarrData to streamline their daily operations.

StarrData optimized Lily.ai's Salesforce to follow BANT and Meddic sales methodologies, automating processes and defining staff roles. The results included a mapped and automated customer acquisition journey, weighted forecasting to identify high-value prospects, and automated alerts that increased leads while reducing staff workload. StarrData built a scalable solution that established a data-driven foundation for Lily.ai's immediate and long-term success.

Lily.ai