About Tandem Health
Tandem Health is a fast-growing health-tech company. Facing an urgent need to scale, they needed to replace their dysfunctional HubSpot CRM with a robust foundation built for a future, more experienced commercial team.
The Challenge
Tandem Health's HubSpot setup was hindering their growth. The sales team, who were not tech-savvy, had abandoned the CRM in favor of disconnected spreadsheets.
Fragmented & Unusable Data: With separate B2B and B2C pipelines and cluttered legacy fields, the CRM provided no clear view of the pipeline.
Low Team Adoption: The system was confusing and difficult to use, leading to very low adoption from a team that was already reluctant to use the tool.
Manual Overload: Every critical process, from lead assignment and meeting follow-ups to drafting contracts, was manual and time-consuming.
Our Approach
We re-architected their entire go-to-market motion inside Attio, focusing on intelligent automation to serve both the current team and the experienced SDRs they planned to hire.
Methodology: The hardest part of the project was the data migration from their chaotic HubSpot. We managed this gracefully, building a new, unified CRM foundation and then automating their inbound, outbound, and B2C sales motions.
The Stack: We integrated Attio with their essential tools: Clay & Lemlist (outbound), Typeform (inbound), Calendly (meetings), Fathom (call summaries), and Oneflow (contracts).
Data & Automation: The system automates the entire sales cycle, from lead capture and assignment to generating a pre-populated draft contract in Oneflow with a single click.
The Results
The new Attio workspace provided a foundation that allowed Tandem Health to scale its commercial team with confidence.
Enabled Team Growth: With the right processes in place, the team has scaled from 10 to 40 active seats on Attio.
Increased Team Adoption: The clean UI and intuitive, custom-built workflows led to immediate and enthusiastic adoption by the entire sales team.
Reduced Manual Work: The end-to-end automation of the sales cycle, especially for contract generation, has significantly reduced the team's administrative workload.
Why It Matters
For a scaling company, a dysfunctional CRM that hinders the team is a major liability. By building a clean, automated, and user-friendly system, a business can empower its team, improve data quality, and create a scalable foundation to support rapid growth.
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