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Create seamless revenue workflows and improve your selling process with the industry’s most expansive network of 180+ partners across technology integrations and services.

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With Salesloft + Lift AI, predict buyer intent with unprecedented accuracy and act instantly, driving more efficient processes, faster follow-ups, and seamless buyer experiences.

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Inverta

We are a women-owned B2B services firm that meets marketing leaders at the intersection of strategy, technology, and activation.

About Us

We are a women-owned B2B services firm that meets marketing leaders at the intersection of strategy, technology, and activation. We partner with high-growth, mid-market and enterprise revenue teams to develop, design and activate strategies that accelerate demand, pipeline and revenue.

We make good strategy happen for Drift customers by providing services in four areas:

  • Create a Drift charter to define and align the organization of the uses and objectives of Drift
  • Audit the tech and data integrations between Drift and other complementary tech in their stack
  • Build out use cases and enablement for the various end users within the org

Drift Playbook Audit and Optimization

  • Audit of current Drift playbook(s). Audit includes reviewing the overall workflow, logic and scripts
  • Assessment, Recommendations and Roadmap
  • Playbook development based on recommendations

Technology Audit and Recommendations

  • Assess current tech stack, based on GTM strategy
  • Recommended tech to achieve desired state of GTM efficacy
  • Assist with technology evaluations to ensure the right strategy-tech fit
  • Identify use cases train team to fully leverage tech stack, prove ROI

GTM and ABM Strategy

  • Solidify and gain alignment of goals and objectives of Marketing/Sales GTM
  • Create gap analysis of current state vs desired state, with related services (Demand Funnel and Lead Scoring building, Campaign Planning process, etc)
  • Create change management roadmap and timeline, conduct workshops