"We love Pyko at Lifen. It is a very intuitive, simple yet powerful tool, widely adopted by our Business & Operations teams."
The Challenge
Before Pyko, Lifen's team tested several approaches to stay informed about CRM changes: Salesforce Tasks, email triggers, custom objects to store logs and updates. Their most successful initiative was creating "clean rates" for main objects and displaying them in their dataviz tool.
But none of these solutions were truly convincing: people were already flooded with emails, they didn't read their Salesforce task reminders, and clean rate adoption was manager-dependent.
Key Pain Points
- ✗ Outdated close dates - Making pipeline management nearly impossible
- ✗ Unreliable forecasting - Leadership couldn't trust CRM figures at all
- ✗ Data quality issues - Impacting basic KPI tracking
- ✗ RevOps overload - Huge burden on the team in charge of CRM administration
The Breaking Point
"My CRO came to me once and said: 'There are three months left before the end of the year, and I cannot know if we're gonna meet the target or not. I do not trust CRM figures at all.' At some point it was really hard to track our most basic KPIs."
The Solution
With Pyko, Lifen transformed how their entire Business & Operations teams interact with Salesforce. The platform is maintained by RevOps but used by everyone - with a dozen dedicated "bot-xxx" channels watched daily by dozens of users.
Top Automations
- 1 Billing Reminders
Making sure the billing process is launched after a deal is closed
- 2 Objects Cleaning
Record owners are asked to update key information - close dates, account data, custom objects, opportunities
- 3 Lead Generation Alerts
Sales owners are pinged on their Slack channels when a new lead pops in
- 4 Project Alerts
Notifications when a new delivery project is created or when a project end date is approaching
"Having all our alerts, reminders, and data cleaning policies centralized in Slack is very, very helpful. No matter how hard we try to improve the user experience in Salesforce, users still want to spend the least amount of their time in the CRM. Interacting with them via Slack has completely changed their experience."
The Results
After 2 years of using Pyko, the transformation at Lifen has been remarkable:
- Data quality is never an issue - Not mentioned as a problem by any of the 100+ daily Salesforce users
- Wide adoption - A dozen dedicated bot channels watched daily by dozens of users
- Continuous growth - The number of alerts & cleaning rules increases every month
- Transformed UX - Users interact via Slack instead of fighting with the CRM
What would happen if you stopped using Pyko tomorrow?
"In the short term, a lot of disorganization: some products might not be billed, people would miss key updates, leads would not be called back, important cross-team information would be lost."
"We would need to replace Pyko with a homemade Slack integration, meaning we'd completely pause our RevOps roadmap for the next few months, which we can't afford right now."
Who should use Pyko?
"To all sales teams who are facing data quality issues in their CRM, or who want to put an end to conflicts with their salespeople after trying to force them to fill in the CRM."
"Before considering including CRM data quality in your salespeople's compensation (bonus), start by implementing Pyko ;)"
"We love Pyko at Lifen. It is a very intuitive, simple yet powerful tool."
Raphael Brousse, VP of Operations at Lifen
NPS Score: 10/10