Customer relationship management (CRM) software is the technological foundation of a sound go-to-market (GTM) strategy, encompassing product feedback, customer success and sales. For fast-growing companies, however, the management and usage of CRMs can sometimes become unwieldy. As teams grow, it is a necessity — and also a challenge — for their technology to grow with them. IPinfo recognized the need for software that would not hinder the company from achieving its ambitious goals.
York IE’s GTM and revenue operations (RevOps) advisory services team will assist IPinfo with its Salesforce implementation as the first milestone in a multi-year relationship that will see the Data as a Service company implement a scalable tech stack to support a broad set of cross-functional needs.
“By taking a business-first approach, we will translate IPinfo’s GTM strategy into a highly optimized Salesforce instance that directly helps them achieve their growth goals,” said Craig Handy, director of revenue operations, York IE.
The Salesforce implementation project will use York IE’s RevDynamiks™ methodology to help better define business requirements for IPinfo’s next phase of growth, enabling the company to:
automate repetitive tasks, freeing up time for more high-value work;track and analyze prospect interactions to help reach the right people at the right time; andreduce complexity by making data easier to find and reports more accurate.
“The success of any sales tool is determined by the people who use it,” Handy said. “At high-growth companies, it’s really easy for a tool like Salesforce to become confusing and bloated. Our partnership is all about making sure IPinfo has the know-how to unleash Salesforce’s full potential as a revenue-driving platform.”
IPinfo is also a client of York IE’s business growth strategy advisory services, which have helped the company on its scaling journey, including introducing IPinfo founder Ben Dowling to Heywood, a former executive at Puppet and Oracle who joined the company in September after serving on its board.
Helping Tech Companies Grow with RevOps
In September, York IE announced its acquisition of Jameson Strategies, a RevOps as a Service consultancy co-founded by Handy and Sebastian Silva, who were previously RevOps leaders at Shopify and Assent Compliance.
RevOps expertise is typically available only to large businesses, but York IE is making it accessible to companies at all stages. The firm helps early-stage companies build a well-defined GTM strategy and mature tech stack, while advising later-stage companies on gaining a competitive advantage.
York IE has also joined HubSpot’s Solutions Partner Program to provide deeper and more powerful support for businesses using HubSpot, helping them get the most out of the platform through strong implementation, data strategy design and automation and reporting excellence.
If your company is considering Salesforce, HubSpot or other CRM providers, or you need help managing and optimizing your CRM to accelerate your business, contact York IE’s advisory services team at https://york.ie/services-request/.
ABOUT YORK IE
York IE™ is a vertically integrated strategic growth and investment firm helping reshape the way companies are built, scaled and monetized. Through Fuel™, its SaaS platform, hands-on advisory services and selective early stage B2B SaaS investments, York IE supports ambitious entrepreneurs, operators and investors on their quest to scale startups and disrupt markets.
Founded in 2013, IPinfo is the most reliable, accurate, and in-depth source of IP address data available anywhere. IPInfo’s unique view of the internet is generated through its proprietary data collection network and analytics techniques. More than 500,000 developers and businesses, from non-profits to Fortune500 companies, use IPinfo as a trusted source for security, performance and fraud detection. Power your organization with reliable IP data at IPinfo.io.