How Pennylane turned industry events into fully booked AE calendars with lemlist
Skills:
AI Workflow Automation70%
Discover how Pennylane, the all-in-one financial management platform, revolutionized their sales engine.
In this interview, Bastien (Growth Team) and Charlotte (BDR Team) break down their transition from manual prospecting to a high-performance, automated GTM stack.
Key Takeaways:
- Why they chose lemlist over competitors: The challenges of outdated UI and complex Salesforce synchronization.
- The Pilot Success: How their reps booked up to 15 meetings each for a single event.
- Inbound Automation: The strategy that converts 70% of "missed" demo requests into booked meetings.
- Salesforce Native Workflow: Empowering reps to manage 100% of their outreach without leaving their CRM.
Read the full success story here: https://www.lemlist.com/success-stories/pennylane
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CHAPTERS:
00:00 – Pennylane Team & Roles
01:26 – Choosing lemlist
02:25 – Why they switched from Outreach
03:35 – Native Salesforce integration
04:57 – Case Study: 15 meetings per rep per key event
08:53 – Results: 190 meetings in 6 months
10:53 – Future: WhatsApp, LinkedIn Video, & AI features
15:02 – Growing with the product
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Chapters (8)
Pennylane Team & Roles
1:26
Choosing lemlist
2:25
Why they switched from Outreach
3:35
Native Salesforce integration
4:57
Case Study: 15 meetings per rep per key event
8:53
Results: 190 meetings in 6 months
10:53
Future: WhatsApp, LinkedIn Video, & AI features
15:02
Growing with the product
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Tutor Explanation
DeepCamp AI