Latch unlocks the power to scale with Salesforce.
- Latch became a public company in June 2021
- More than 1 in 10 new multi-family apartments in the U.S. is built with Latch devices
- 7 in 10 of the largest US developers (according to the National Multifamily Housing Council) are Latch customers
- Latch is live in more than 39 US States
- The company partnered with Salesforce at the end of 2019, migrating from a less-robust CRM
- Salesforce implementation began in early 2020, culminating in a full launch in October 2020
1. Adopt technology to support and scale your processes.
Accustomed to moving fast, Latch’s leadership set an aggressive timeline for its Salesforce implementation. The team was able to go from sign-up to launch in 10 months, as compared to the standard 12 to 18 months for a rollout of that size and complexity. Even within the accelerated time frame, Latch’s CRM team migrated all of its legacy data and built support for internal and partner-facing business processes. The implementation came in under budget, as well.
“Salesforce by far had the most — and easiest — integrations with other applications of all of the CRMs we looked at”
Latch + Salesforce — A timeline:
- Latch migrated to Salesforce in 2020 from another CRM
- The company needed more flexibility to support its growth and increasingly complex sales motions
- As part of the migration, Latch launched a partner community built on Salesforce. “Having an official portal for our channel partners added significant value for our partners and helped them better collaborate with our internal team,” Channel Program Manager Kathleen Manly said
- The Latch CRM team built complex workflows to support its unique sales processes, without writing any custom code
2. Move fast and collaborate.
The field teams also use Salesforce Anywhere to take detailed notes on individual installations, and Latch has plans to get sales teams using the tool to collaborate on deals.
“Not only is Salesforce easily digestible for non-admins or non-technical people, it can also enable complexity. It serves many types of stakeholders”
3. Be flexible, and don’t be afraid of change.
Jayakumar also advises embracing change. “Don’t be afraid of change. You may find you need to adjust your process to meet the ever evolving needs of your customers. Adopting technology like Salesforce to ensure your team can remain agile can make all the difference for high-growth organizations like ours.”