In one company, they were using Apollo for prospecting and Outreach for sequencing. They would identify people to contact in Apollo, push them over via API to Outreach, from which they would send emails. Apollo markets themselves as an end-to-end sales system, allowing you to prospect and sequence in the same space. Utilizing two systems was costing the company much more, requiring users to learn two systems, as well as adding unnecessary complexity leading to more ways for the process to fail.
I learned Apollo’s functionality and configurations, replicated sequences, exported all data from Outreach, ensured all recipients were in their corresponding sequence step in Apollo, trained all users, and monitored the initial stages of end users utilizing Apollo. It took time to manage this change, but the time-cost paid off in three months from the tech savings of retiring Outreach.