Case Study: Fivetran Achieves Operational Excellence in Technical Sales with Vivun

Fivetran - Customer Case Study

Fivetran, a data integration company, needed a better way to scale its technical sales organization quickly while creating a single source of truth for presales collaboration and leadership reporting. As the team grew from 30 to 50 people in a matter of months, they wanted a solution built for presales workflows rather than forcing the process into Salesforce. Fivetran used Vivun Inc’s presales platform to centralize technical sales data and support collaboration across the team.

With Vivun Inc, Fivetran gained shared visibility into open opportunities, team utilization, deal coverage, technical win rates, attach rates, and team member requests. The platform also improved forecasting by giving leaders a presales lens on opportunities and created an organized workspace for individual contributors. As a result, Fivetran’s entire technical team, including presales and technical account managers, now works from the same shared data on one platform, helping the company operate more efficiently and make better decisions.

Fivetran

Garth Thompson

EMEA Sales Engineering