How Ideals consolidated its sales stack to boost efficiency with Amplemarket

452

meetings booked in 3 months

53%

open rate in 3 months

3 → 1

tool consolidation with streamlined workflows

Ideals provides secure document management services for high-stakes sectors like investment, legal, and life sciences.

Industry
Software Development
Size
501–1000 employees
Location
International, Global
Ideals
In conversation with
Lisa Giusto
Lisa Giusto
Director of Enablement
at
Ideals
at
Ideals
Published:
Updated:

Background

Ideals was founded in 2008, and is a market-leading provider of Virtual Data Room (VDR) services. They facilitate secure document sharing for high-stakes transactions like M&A, IPOs, and fundraising.

Lisa Giusto leads the enterprise sales strategy, and needed a robust technology stack to support her global team. However, early adoption was split across different platforms in different territories, and the fragmented approach hurt their ability to scale.

Why Ideals chose Amplemarket

Challenge Solution Result
Fragmented stack (HubSpot + Apollo + Lusha) Consolidated into one AI sales platform Unified workflow
CRM data sync issues Native HubSpot integration Clean data ownership
Tool-switching inefficiency Multichannel in one system Faster execution
Disconnected prospecting signals Contact-level AI intent signals Higher timing precision
Fragmented vendor contracts 1 unified platform Reduced operational overhead

The challenge

Why was a fragmented sales stack harming sales efficiency?

A disjointed technology stack was hindering Ideals’ sales team success. Reps toggled between multiple platforms: HubSpot, Sales Navigator, Apollo, and Lusha, creating workflow friction and severe data silos.

Lisa identified the core problem as a lack of process:

"The problem was that we had a lot of reps only using HubSpot for their engagement, they had a Lusha license, but none of these tools were integrated. There was no concept of workflow."

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Resulting in major pain points

  • Data synchronization: as Lisa put it, there was “no logic of how the data would travel between HubSpot and Apollo”.
  • Data corruption: this lack of logic resulted in corrupted contact data and inaccurate ownership.

Leading the team to look at others options for the best prospecting tools to consolidate their stack.

The solution

How consolidation improved workflow

Lisa, being a previous user of Amplemarket, sought the unified platform to fix the fragmentation. She evaluated several enablement tools and Amplemarket stood out because it combined enrichment, sequencing, and dialing into one solution.

1. Workflow consolidation

  • Before: Reps navigated multiple tools (HubSpot, Lusha, Apollo, Sales Navigator). This caused friction.
  • After: Amplemarket established clear sales process efficiency. It consolidated every step of the funnel into a singular AI sales platform. This delivered maximum control.

Why consolidation matters: the pricing & complexity reality

When teams compare tools individually, base subscription costs can appear lower. But consolidation changes the equation.

To replicate Amplemarket’s full outbound capability using separate tools like Lusha or Apollo, companies typically need:

  • A data provider
  • A multichannel engagement tool
  • A social automation tool
  • A phone dialer
  • A deliverability solution
  • An intent signal provider

That results in multiple contracts, integrations, and sync dependencies.

Is Amplemarket expensive compared to Apollo and Lusha?

It's a fair question to ask, given how Ideals made the switch. For the sake of keeping things simple, let's look at an hypothetical example of what the costs would look like for a 5-person team.

Category Amplemarket Lusha Stack Apollo Stack
Base Platform ~$26,400 $12,000-15,000 $4,740 ($79 × 5 × 12)
Multichannel Engagement Included Separate tool required Email-first
Social Automation Native Add-on tool required Manual tasks
Phone Dialer Native Separate tool Add-on
Email Warmup & Deliverability Included External tool required External tool required
Intent Signals Contact-level included Not included Account-level only
Realistic Annual Total ~$26,400 $21,040-33,540 $13,280-20,380
Tools to Manage 1 4-5 3-5

Total stack comparison (5-person team example)

Short answer: not really.
Amplemarket appears more expensive than a single Apollo or Lusha license, but when replacing a full outbound stack (data + engagement + dialer + deliverability + signals), the total annual cost is comparable, or even lower, while reducing complexity.

When Amplemarket may not be the best fit:

1. Small teams running occasional outbound
2. Teams needing only basic email lookup
3. Companies not scaling multichannel outreach

For Ideals, the cost decision was secondary to workflow clarity and data integrity.

2. Data Integrity

  • Integration: Amplemarket ensured seamless, stable integration with HubSpot.
  • Outcome: This solved the critical problem of corrupted contact ownership. It fixed the data logic errors experienced with other platforms.

3. Unified AI sales platform & Dialer

  • Single Source: Amplemarket provides the truth for all prospecting data and engagement flows.
  • Traceability: Every prospecting step is managed within a single platform.
  • Integrated Dialer: Reps execute all multichannel outreach (email, calls, social) inside Amplemarket, removing the need to leave the environment.
Factor Fragmented tools Amplemarket unified platform
Tools required 3-5 1
CRM sync logic Connector-based Native integration
Deliverability management External add-ons Built-in
Prospecting signals Platform-dependent Contact-level signals
Workflow switching Frequent None
Global scalability Inconsistent Standardized

Fragmented stack vs Unified stack

4. Prospecting

  • AI Signals: Amplemarket uses AI for sales prospecting, providing signals like job changes and events to dictate when to reach out.
  • Personalization: It leverages sales intelligence to provide context, supporting the "right time, right message, right person" mantra.
  • Actionable Prompts: AI lead generation features are built into the workflow, so reps transition from finding leads to engaging them instantly.
“Consolidating everything into a solution that had data and sequencing together just made sense. Amplemarket had a very well-developed platform, they had all that we needed.”

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452

meetings booked in 3 months

53%

open rate in 3 months

3 → 1

tool consolidation with streamlined workflows

No items found.

The results

What impact did AI lead generation have on productivity?

The move to Amplemarket delivered immediate benefits. Top performers leveraged the AI-assisted tools to automatically generate sequences based on intent signals and saw significant productivity gains.

This success spread quickly. In other territories, teams using different platforms saw that those using Amplemarket were achieving better results, which led them to gradually transition as well.

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Lisa specifically championed the advanced AI prospecting features:

“I absolutely love all the AI features, the signals, the fact that you can connect your account, and get given the prompts around when somebody is leaving.”

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This allowed reps to leverage sales intelligence signals effectively, so they could execute the "right time, right message, right person" strategy.

Conclusion

Why Amplemarket is the essential enablement tool for global sales teams

Amplemarket transformed a fractured landscape into a cohesive revenue engine for Ideals. The team consolidated data, sequencing, and sales intelligence into a single platform. This established a foundation for repeatable success.

The relationship goes beyond simple vendor status, though:

“The level of support we’ve got in solving our issues, the setting up of the integration was bespoke for us, these are things that we can dream of in other partnerships.”

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This combination of robust technology and partnership makes Amplemarket the unified AI tech sales platform for modern enterprise teams.

Ready to unify your stack?

Experience the new standard for revenue growth. Sign up for a free demo of Amplemarket today.

Sources

  • Ideals (January 2026). Internal Sales Operations Data & Case Study Metrics, shared with customer approval.
  • Amplemarket x Ideals Full Case Study PDF (2026). Cited with customer approval (internal document).

Frequently asked questions

Short answer, yes. For teams operating across regions with multiple outbound tools, consolidation reduces operational overhead, improves CRM integrity, and standardizes workflow execution.

Combining multiple tools increases integration risk, vendor management complexity, and data synchronization issues, the exact challenges Ideals experienced before consolidating.

Yes, it does. Consolidation reduces tool-switching, improves CRM data integrity, and creates a standardized workflow. In Ideals’ case, this led to 452 meetings booked in three months and a 53% open rate.

When multiple tools sync independently with a CRM, ownership logic and enrichment updates can conflict. This leads to duplicate contacts, broken automation triggers, and inaccurate reporting, issues Ideals resolved after consolidating into one unified platform.