Attio's Agile Advantage: The Jellysmack Success Story
How Expert CRM Implementation Drove Financial and Operational Transformation in Just One Month.
About Jellysmack:
Jellysmack is a global leader in maximizing video creator reach and revenue, utilizing advanced technology and data-driven strategies across social platforms.
Industry:
Digital Media, Creator Economy
Company Size:
201-500
Headquarters:
New York City, New York
Founded:
2016
Key Services Provided:
Custom Attio Workspace Design & Implementation
Seamless Data Migration from Salesforce to Attio
Tailored Workflow Automation Development
API Integration with Existing Tech Stack
Featured review on the Attio website:
The Challenge: A Million-Dollar CRM Bottleneck
Jellysmack faced a common scaling challenge: a legacy Salesforce CRM that was both a financial drain ($1 million annually) and an operational hindrance. Its rigid data models and low user adoption led to fragmented data, bypassed workflows (think: rampant Google Sheets usage), and hindered collaboration.
The Solution: A Rapid, One-Month Attio Transition
Our team, experts in Attio implementation, orchestrated a swift and comprehensive transition, transforming Jellysmack's CRM from a liability to a strategic asset.
The Blueprint: A Month of Meticulous Execution
Migrating an entire CRM system – data, workflows, integrations – in just one month is a feat. Here's how we did it:
Architecting the Attio Foundation:
We began with a deep dive into Jellysmack's unique data landscape, mapping out every object, relationship, and data field.
This wasn't just data transfer; it was a redesign of their CRM foundation, ensuring Attio mirrored their operational reality.
We created a visual mock-up, ensuring alignment across all teams.
We exported picklist data from Salesforce, and directly imported it into Attio.
Data Liberation and Purification:
We tackled data migration with precision, cleaning, transforming, and validating every piece of data.
We addressed nuances like phone number formatting discrepancies, ensuring data integrity.
We imported data from all over the place, like Google docs, and Slack, so that all the information was centralized.
Team-Centric Attio Adoption:
We didn't just switch systems; we empowered teams. Each department – Sourcing, Account Management, Care & Platform Ops, Marketing, Accounting, Legal, and Venture – received tailored Attio configurations and training.
We managed transitional periods, allowing gradual adoption while maintaining operational continuity.
We built custom workflows, and automations, designed for each team.
Creating an Integrated Ecosystem:
Attio became the central hub, seamlessly integrated with Jellysmack's existing tech stack, including Intercom and Jira.
We leveraged the Attio API to connect it with other key tools, creating a unified operational environment.
The Impact: Tangible Results, Real Transformation
Financial Revolution:
A dramatic 97% reduction in CRM costs, from $1 million to $30,000 annually.
This freed up substantial resources for Jellysmack's growth initiatives.
Operational Agility Unleashed:
Attio's intuitive design and customized workflows led to increased team adoption and efficiency.
The elimination of fragmented data silos and manual processes streamlined operations.
Data-Driven Decision Making:
A unified data platform provided a single source of truth, enabling informed decision-making.
Attio's flexible data model allowed Jellysmack to scale their operations seamlessly.
Key Implementation Highlights:
Detailed Data Mapping and Migration:
Meticulous mapping of data fields between Salesforce and Attio, documented in a central mapping document.
Export of critical data from Salesforce reports, including channel, case, contact, opportunity, lead, and account reports.
Migration of data from external sources, such as Google Docs and Slack lists, into Attio.
Detailed data cleaning and transformation procedures to ensure data integrity.
Team-Specific Customizations:
Tailored Attio workspaces and workflows for each department, addressing their unique needs.
Comprehensive training and support to ensure user adoption and proficiency.
Seamless Integrations:
Integration of Attio with Intercom and Jira for customer support and issue tracking.
API implementation to connect Attio with other tools in the tech stack.
The Takeaway: Strategic CRM Implementation as a Growth Catalyst
This case study demonstrates the transformative power of strategic CRM implementation. By understanding Jellysmack's unique needs and executing a meticulous transition, we transformed their CRM from a constraint to a growth engine.
For businesses seeking to unlock their GTM potential, this case study highlights the importance of:
Selecting a CRM that aligns with your business's unique structure and workflows.
Partnering with experts who can execute a seamless and impactful implementation.
Leveraging a flexible CRM platform like Attio to drive operational efficiency and scalability.
This is how you turn a CRM from a burden into a strategic advantage, and how you unlock the potential of your company.
Ready to transform your CRM strategy? Visit novlini.io to learn how we can help you achieve similar results.
