Project Overview
LastPass needed to scale its Salesforce ecosystem to support rapid business growth while reducing operational friction, technical debt, and process inconsistencies. Closeloop partnered with LastPass to optimize Salesforce across sales, support, and operations by redesigning workflows, improving data quality, and implementing a scalable development and support model. The engagement accelerated revenue operations, improved system reliability, and enabled teams to operate faster with greater visibility and control.
Business Challenges
- Manual and fragmented Salesforce workflows slowed sales and support operations.
- Existing implementations struggled to support growing teams and increasing data volume.
- Poor data hygiene reduced reporting accuracy and decision-making confidence.
- Customizations and legacy logic made enhancements slow and risky.
- Lack of standardized development and release processes impacted stability.
Solution
- Redesigned and streamlined core sales, support, and lead management workflows.
- Established dedicated Salesforce development and support teams for speed and stability.
- Improved data structures, validation, and reporting for better visibility and insights.
- Refactored custom logic and configurations to support future growth.
- Implemented structured support, monitoring, and release management processes.
Approach
- Analyzed existing Salesforce configurations, workflows, and business pain points.
- Identified high-impact optimizations aligned with business goals.
- Delivered enhancements iteratively with frequent stakeholder feedback.
- Applied Salesforce-native design patterns to reduce technical debt.
- Provided ongoing enhancements, monitoring, and performance tuning.
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