Data Cleansing for a B2B SaaS Company
Data Cleansing for a B2B SaaS Company A B2B SaaS company specializing in collaboration spaces struggled with disorganized data in Salesforce. They faced duplicate accounts and orders, inaccurate account hierarchies, and mismatched invoices and contracts. These issues hampered their reporting, customer management, and billing processes, leading to inefficiencies and customer dissatisfaction. Challenges of Data Cleansing […]
Modernizing CPQ for a European B2B SaaS Company
Modernizing CPQ for a European B2B SaaS Company A European B2B SaaS company relied on an outdated quoting system that struggled with the complexity of their products and services. The system lacked integration with their Dynamics CRM, resulting in inefficiencies and missed opportunities to upsell. Additionally, quotes often required extensive manual input for compliance agreements, […]
Implementing Salesforce CPQ for a European Healthcare Services Company
Implementing Salesforce CPQ for a European Healthcare Services Company A European healthcare services company relied on manual quoting processes that led to delays, errors, and inconsistent pricing. Quotes were created outside their CRM system, requiring significant manual effort and creating silos between sales and finance teams. Managing legal requirements like MSAs and compliance agreements added […]
Assessing and Modernizing Dynamics CRM for a European B2B SaaS Company
Assessing and Modernizing Dynamics CRM for a European B2B SaaS Company A European B2B SaaS company using Microsoft Modernizing Dynamics CRM faced challenges in leveraging the platform’s full potential. Disorganized workflows, underutilized features, and limited integration with other customer-facing tools hindered sales performance and customer engagement. The company needed a comprehensive assessment and modernization of […]
Replacing an Antiquated CRM with Salesforce Sales Cloud for a European Healthcare Services Company
Replacing an Antiquated CRM with Salesforce Sales Cloud for a European Healthcare Services Company A European healthcare services company relied on an outdated CRM system that lacked scalability and advanced functionality. The CRM struggled with limited workflow automation, rigid internal structures (e.g., product objects), and insufficient reporting capabilities. As the company grew, these limitations resulted […]
Digitizing Marketing Automation for a European B2B SaaS Company
Digitizing Marketing Automation for a European B2B SaaS Company A European B2B SaaS company specializing in project management tools struggled with inefficient digitizing marketing processes. Manual email campaigns, inconsistent social media messaging, and limited visibility into performance metrics hindered their ability to scale and engage effectively. Disjointed systems between marketing, CRM, and customer support platforms […]
Centralizing Customer Support for a US-Based Manufacturing Company
Centralizing Customer Support for a US-Based Manufacturing Company A European healthcare company was managing its digitizing professional services organization using Excel and manual workflows. The lack of automation led to inefficiencies in resource allocation, delayed invoicing, and limited visibility into project performance. Disconnected systems between CRM, CPQ, and ERP further compounded these issues. As the […]
Simplifying Recurring Billing with TechTorch
Simplifying Recurring Billing with TechTorch Recurring billing has become increasingly complex as businesses adopt subscription and consumption-based pricing models. Many organizations have turned to standalone billing systems to manage this complexity, but these systems often add more challenges than they solve. Standalone billing platforms create fragmented workflows, require costly integrations with CRM and ERP systems, […]
Digitizing Professional Services for a European Healthcare Company
Digitizing Professional Services for a European Healthcare Company A European healthcare company was managing its digitizing professional services organization using Excel and manual workflows. The lack of automation led to inefficiencies in resource allocation, delayed invoicing, and limited visibility into project performance. Disconnected systems between CRM, CPQ, and ERP further compounded these issues. As the […]
Modernizing Billing for a US-Based Healthcare SaaS Company
Modernizing Billing for a US-Based SaaS Company A US-based SaaS company struggled with inefficiencies in its billing process. Manual workflows for invoicing and handling multi-tier pricing led to frequent errors, delayed payments, and customer dissatisfaction. Complex discount scenarios were difficult to manage, resulting in revenue leakage. Additionally, the company lacked real-time analytics, preventing them from […]