About Plume
Plume is a fast-growing player in the crypto space, building a modular blockchain for real-world assets (RWAs). Their business involves managing complex relationships across multiple fronts, including their GTM, Ecosystem, and Grants teams.
The Challenge
Managing distinct pipelines for GTM, Ecosystem, and Grants created a data environment with varying attributes. The team needed to standardize these inputs to create a unified, reliable view of their entire operation.
Streamlining Team Handoffs: Critical processes, such as moving a project from "Business Development" to the "Ecosystem" team, were manual. Plume sought to automate these cross-functional handoffs to ensure no momentum was lost between teams.
Need for Strategic Visibility: Leadership needed more than just raw data; they required actionable, real-time insights to manage team performance and track ecosystem growth, replacing time-consuming manual reporting
Our Approach
We conducted a comprehensive project to audit, clean, and rebuild Plume's Attio CRM, focusing on standardized processes and powerful automations.
Methodology: The hardest part of the project was the high degree of customization required. We executed a full data and system audit, standardized their pipelines, and automated key cross-functional workflows.
The Stack: We built a direct integration between Attio and Slack to create a custom notification system.
Data & Automation: The best part of the solution was the custom Slack integration. It allows for customized alerts with action buttons directly within Slack, enabling team members to update Attio records without leaving their communication hub. We also built a new suite of dashboards for actionable, real-time reporting.
The Results
The project delivered a clean, efficient, and automated Attio workspace to support Plume's continued growth.
A Single Source of Truth: With standardized pipelines and clean data, the entire organization now works from one unified and reliable system.
Enhanced Team Collaboration: The advanced Slack integration allows for real-time updates and seamless communication, keeping everyone aligned.
Data-Driven Leadership: The new dashboards provide management with the clear visibility needed to make informed strategic decisions, automating the weekly reporting process.
Why It Matters
For a fast-growing company, a disorganized CRM that can't keep up with scale is a major liability. By auditing the existing setup, standardizing processes, and building custom integrations, a basic CRM can be transformed into a powerful, automated engine that supports complex operations and provides clear, data-driven insights.
Ready to transform your CRM into a powerful, automated growth engine? Book a Free Consultation Call with Us Today - Link.