---
title: "Consolidating two sales-engagement systems into one: 22 cadences rebuilt one-to-one"
type: case-study
evidence_type: proof
category: "Outbound & Demand Generation"
publisher: "LeanScale"
date_modified: 2026-08-08
word_count: 411
topics: ["outbound-sales", "demand-generation"]
canonical_url: https://knowledge.leanscale.team/customers/migrating-22-outbound-cadences-between-engagement-platforms/
source: "LeanScale Knowledge Hub — https://knowledge.leanscale.team"
license: "Free to quote and cite with attribution to LeanScale."
---

# Consolidating two sales-engagement systems into one: 22 cadences rebuilt one-to-one

**Evidence type:** proof (what happened)

A long-established enterprise software company ran conflicting activity data across its CRM and its sales-engagement tool, so reps trusted neither. LeanScale rebuilt every cadence on the consolidation target, took conversation intelligence to general-availability readiness, and made transcripts readable without buying seats.

## The challenge

Salesforce and the sales-engagement platform showed different activity data, so reps had stopped trusting either one. Outbound had no attribution because the two systems did not talk to each other, and cadences had sprawled over years into inconsistent steps and per-cadence exit rules nobody owned. Leadership decided to consolidate onto Gong integrated with Salesforce, which meant every existing cadence and the entire recording-consent model had to move without disrupting live outbound.

## The approach

Cadence migration, one to one
Rebuilt all 22 cadences in Gong Engage — matching steps, timing, subject lines, threading and copy — and standardised exit rules on the platform's default ruleset instead of carrying over the per-cadence exceptions that had accumulated in the old tool.

Governance so the sprawl does not rebuild itself
Shipped a cadence-governance plan covering naming, ownership and approval for new cadences. A one-to-one migration without governance just relocates the problem to a newer tool.

Consent-compliant conversation-intelligence rollout
Configured recording-consent profiles region by region to match each operating region's requirements, completed the Gong–Salesforce integration, and activated contact creation and activity sync so the CRM and the conversation-intelligence platform reconcile against one activity record.

Pilot to general-availability readiness
Moved the conversation-intelligence pilot to GA readiness with proactive monitoring and a full documentation and FAQ set for reps, so rollout support did not depend on a single admin answering questions.

Transcript access decoupled from seat cost
Built an automation-platform pipeline from the conversation-intelligence tool into shared cloud storage, using a dedicated integration account and a shared credential vault, so approved non-sales users can read raw call transcripts without a paid seat — with retention aligned to the company's existing privacy obligations and legal review in progress.

## Outcomes

22 cadences migrated one-to-one
Every cadence was rebuilt in the new platform matched on steps, timing, subjects and copy, with consistent removal rules replacing the old per-cadence exceptions.

Conversation intelligence GA-ready
Recording-consent compliant across every operating region, with contact creation and activity sync approved and rolling out; the pilot reached general-availability readiness inside the window.

One activity data set instead of two
Activity sync and contact creation were approved and rolling out to reconcile the CRM and the conversation-intelligence platform so reps stop choosing between conflicting activity records. This was mid-rollout at the end of the reporting window, not a finished state.

Transcript access without seat cost
A pipeline into shared cloud storage gives approved users raw call transcripts without a paid seat, with retention aligned to the privacy policy already in force.

## Quotes

> I think the team is energized and really welcoming Gong because we struggled so much.
>
> — Customer, VP, Demand Generation

> We just need to make sure that the data that we see in Salesforce and GONG are the same. With Salesloft we had different sets of data for whatever reason.
>
> — Customer, GTM / Revenue Operations

> just having the transcript of the conversation, I think it makes so much sense, you know, because at least you can go through them.
>
> — Customer, Revenue Operations / CRM administrator


## Canonical

https://knowledge.leanscale.team/customers/migrating-22-outbound-cadences-between-engagement-platforms/