How Twopir Consulting Helped a FinTech Innovator Streamline Sales Operations, Accelerate Pipeline by 35%, and Boost Engagement with Salesforce, Outreach & other Integration

Twopir provided Salesforce customization services to help the client develop a robust and efficient third-party integration along with helping in data management system

The Client:

Our client is a mid-market FinTech company headquartered in North America, employing 250 people and offering subscription-based B2B financial solutions. Their mission is to empower small and medium-sized businesses with real-time financial insights and automated reporting tools, enabling smarter business decisions.

Despite rapid growth, the client faced challenges in streamlining sales operations, tracking engagement effectively, and converting leads efficiently. Twopir Consulting partnered with them to unify workflows, automate processes, and optimize their sales tech stack, resulting in measurable revenue acceleration and operational efficiency.

The Problem:

The client’s sales operations were hindered by fragmented processes, slow prospecting, and manual workflows, which limited revenue potential.

01. Inefficient Prospecting

1. Sales reps spent excessive time on manual research to identify leads.

2. Lack of automated enrichment and segmentation resulted in missed opportunities.

3. Low-priority prospects consumed valuable rep time due to inconsistent lead qualification.

02. Fragmented Engagement Tracking

1. Engagement data was dispersed across multiple platforms (CRM, email, spreadsheets).

2. Sales managers lacked a unified view of pipeline and outreach performance.

3. Forecasting and reporting were delayed due to inconsistent and incomplete data.

03. Manual Lead Scoring & Prioritization

1. Leads were manually scored, leading to delayed follow-ups and missed high-value opportunities.

2. Sales reps had no systematic process to prioritize leads based on engagement and intent.

3. Inefficient routing reduced overall team productivity and deal velocity.

Tool and Use Case:

Salesforce CRM & Outreach

Centralized dashboards provide real-time visibility into deals, stages, and rep performance.
Automated lead routing assigns high-value prospects to the right reps.
Multi-touch Outreach sequences across email, calls, and LinkedIn improved lead engagement and conversion rates.
Reporting dashboards track pipeline velocity, conversion metrics, and sequence effectiveness.
Workflow automation reduced repetitive tasks, allowing reps to focus on high-impact selling.

Apollo.io (Prospecting & Enrichment)

Automated enrichment of Salesforce leads with verified contact and company data.
Segmented leads by firmographics, engagement history, company size, and industry verticals for precise targeting.
Integrated with Salesforce to eliminate duplicates and maintain a single source of truth.
Enabled identification of high-potential prospects using scoring metrics.

Our Approach:

Twopir Consulting followed a structured, phased methodology to integrate technology, streamline workflows, and enable the sales team.

Step 1: Diagnostic Audit

1. Analyzed current tech stack, workflows, and sales performance metrics.

2. Identified bottlenecks in prospecting, engagement tracking, and lead scoring.

3. Developed a roadmap for automation, integration, and optimization.

Step 2: Implementation & Automation

1. Configured Salesforce dashboards, automated routing, and reporting.

2. Built Outreach multi-touch sequences tailored for different lead segments.

3. Integrated Apollo.io for enrichment and LinkedIn for social engagement.

4. Established automated workflows with Zapier for task management and notifications.

Step 3: Refinement & Enablement

1. Conducted training sessions for the sales team on new workflows and tools.

2. Monitored KPIs and iteratively refined sequences, scoring rules, and dashboards.

3. Provided ongoing support for adoption, optimization, and strategic insights.

The Solution:

1. Enhanced Prospect Discovery

Apollo.io integration automated enrichment, allowing reps to identify high-value leads 30% faster and focus on actionable opportunities.

2. Intelligent Account Prioritization

Salesforce lead scoring rules prioritized leads based on engagement, firmographics, and buying signals, improving accuracy by 25%.

3. Automated Multi-Touch Sequences

1. Outreach sequences included:

Discovery: Introductory emails and LinkedIn touches.
Engagement: Follow-ups with product content and demo invitations.
Conversion: Scheduling meetings and preparing proposals. Response rates increased by 18% due to tailored, timely communication.

2. Unified Reporting Dashboards:

Consolidated Salesforce, Outreach, Apollo.io, and LinkedIn data into dashboards, providing:

Real-time pipeline visibility
Engagement KPIs and conversion tracking.
Executive-level reporting for strategic decisions.

4. Optimized Lead Routing & Scoring

Weighted parameters automatically flagged high-value leads for immediate follow-up, cutting manual prioritization by 40%.

5. Automation Across Platforms

Zapier workflows reduced repetitive admin tasks by 25–30%, including notifications, enrichment updates, and sequence triggers, ensuring seamless multi-platform operation.

6. Salesforce Setup and Outreach Sequences/Metrics

1. Unified Data Sync

Automated syncing between Salesforce, Apollo.io, and Outreach.
Eliminated duplicates and ensured a single source of truth.

2. Advanced Search & Segmentation

Segment leads by industry, company size, role, and engagement level.
Targeted sequences based on dynamic criteria.

3. Sequence Cadences

Multi-channel touchpoints: email, calls, LinkedIn.
Phases: Discovery → Engagement → Conversion
Metrics captured per stage for continuous optimization

Impact and Outcomes:

Through Twopir Consulting’s strategic deployment of Salesforce CPQ, our client experienced a profound shift in their revenue operations, evolving from cumbersome manual systems to an automated, efficient powerhouse that drove substantial growth and operational excellence in the livestock handling sector.

105% Increase in Average Deal Size

Leveraging guided selling and flexible bundling, sales teams expanded opportunities from standalone products to comprehensive solutions, capturing greater value and profitability in each transaction.

38% Reduction in Configuration and Pricing Errors

Automated rules and configurations minimized manual mistakes, ensuring accurate quotes that built customer confidence and reduced rework.

35% Efficiency Boost in Quote Generation

Streamlined processes allowed for rapid quote creation, enabling reps to handle more volume and respond faster to market demands.

These advancements not only optimized sales tech but also positioned the company for scalable expansion, with 28% shorter sales cycles, 40% productivity gains, 30% enhanced integration efficiency, and 50% faster service delivery—culminating in elevated customer satisfaction and loyalty.

For more insights, read our detailed case study on Streamlining Salesforce CPQ Operations with other integration Tools .

Relatable? We should definitely talk.

What we’ll cover:

From CRM and integrations to custom apps and complex system architecture — we help you scale without chaos.

Identify revenue leaks across CRM, integrations, and GTM
Design and optimize complex systems (CRM to Custom Apps)
Apply practical AI to improve operations and pipeline conversion
Eliminate silos and build a unified revenue system
Assess GTM performance and key bottlenecks
Align teams with clear processes and ownership
Define a scalable RevOps model
Improve forecasting and reporting
Review your HubSpot/Salesforce setup for scale