Customer Story

SaaS  Commercial Excellence

A SaaS company managing B2B clients faced fragmented commercial systems, including marketing, CRM, CPQ, pricing, billing, and customer success tools. Manual quoting processes caused delays, and a lack of visibility into pricing and renewals led to missed revenue opportunities. Despite investments in tools like Salesforce and Gainsight, poor data integration and adoption hindered performance.

Challenge

• Disconnected tools across marketing, pricing, CRM, and customer success.
• Manual workflows for quoting, pricing, and renewals causing inefficiencies and revenue leakage.
• Lack of centralized data and reporting for actionable insights into revenue opportunities.
• Poor adoption of modern tools due to misaligned workflows.
• High costs from overlapping and redundant applications.

Solution

TechTorch implemented the following:

• Accelerated Assessment: Completed a 3-week evaluation to identify inefficiencies, gaps, and missed revenue opportunities.
• Gap Prioritization: Identified critical areas for improvement, including pricing visibility and workflow automation.
• Revenue-Focused Design: Designed a modern stack with tools like Salesforce CPQ, NetSuite, and Gainsight to maximize revenue.
• Data Centralization: Unified data across systems for full visibility into renewals, pricing, and customer success.
• Process Automation: Automated quoting, pricing, and renewal workflows to reduce delays and errors.
• Advanced Analytics: Added real-time insights and reporting to empower business owners with actionable data.

Results

• Increased Revenue: Achieved a 25% uplift through pricing and renewal optimization.
• Faster Processes: Reduced quoting and renewal times by 30% with automation.
• Cost Savings: Eliminated redundant tools, reducing operational expenses by 20%.
• Enhanced Visibility: Centralized data and insights enabled proactive decision-making.