Whatagraph is the marketing intelligence platform agencies rely on to connect, standardize, and report data, all in one place. Designed for complex campaigns, it handles unlimited data sources and delivers polished, client-ready reports that scale effortlessly.
With AI-powered insights and instant access to data and trends, Whatagraph saves teams hours on reporting, so they can focus on delivering results and building client trust with timely, data-driven insights.
Key challenge
As Whatagraph scaled its operations, the teams faced several challenges in achieving consistent performance. The main challenges were in:
Lack of standardization in the sales process led to unpredictable results.
Outdated and cluttered Salesforce data further reduced efficiency.
Need to implement new projects in alignment with the company’s strategic goals.
The company’s leadership team, including Justas Malinauskas, the CEO, and Ligita Urnike, the CFO, recognized the need for a RevOps overhaul to address these challenges.
Solution
Revenue Wizards collaborated closely with Whatagraph to transform operations, focusing on the following areas:
Salesforce Cleanup and Optimization:
To support these initiatives, we cleaned up and optimized the Salesforce environment. By removing outdated and unnecessary data, we streamlined workflows and made the CRM more user-friendly. This ensured that the team had accurate, actionable data at their fingertips.
The Salesforce cleanup reduced complexity, enabling the sales team to focus on meaningful activities instead of navigating cluttered systems.
By combining a standardized sales playbook and a streamlined Salesforce system, Whatagraph could now systematically monitor and improve sales outcomes.
Ligita Urnike
CFO @ Whatagraph
"Working with Revenue Wizards has been a game-changer for our revenue operations. The collaboration was seamless, the delivery fast and of high quality, and we felt we had access to top-notch expertise in revenue operations.
The implementation of strategic projects has made a measurable impact on our results, and the Salesforce cleanup was the cherry on top, ensuring everything runs more smoothly. We now feel confident about scaling our sales and customer success efforts with a solid foundation in place."
Strategic projects implementation:
The company was working on strategic projects to improve new customer acquisition as well as the retention of existing customers. To support this, we provided consultation on the best implementation methods and executed them in SFDC. By delivering these projects, Whatagraph gained a predictable and repeatable approach to achieving success in sales and customer retention.
Looking Ahead
With these foundational improvements, Whatagraph is well-positioned to achieve more consistent and scalable success. Revenue Wizards will continue to support the company’s journey as it grows its market presence and maintains its commitment to empowering marketing teams with cutting-edge analytics.