Modernizing Renewals for a US-Based Healthcare SaaS Company
Modernizing Renewals for a US-Based Healthcare SaaS Company A US-based healthcare SaaS company struggled with poor renewals and high churn. Manual workflows for renewals, billing, and invoicing delayed customer outreach and led to errors in complex pricing scenarios involving discounts and multi-tier agreements. The company also lacked real-time visibility into Available to Renew (ATR), preventing […]
Digitizing Customer Success for a European SaaS Company
Digitizing Customer Success for a European SaaS Company A European B2B SaaS company struggled with managing customer relationships effectively. Customer health metrics were poorly tracked, lifecycle touchpoints were manual, and insights for cross-selling and upselling were minimal. Churn rates were high due to limited engagement and customer dissatisfaction. Additionally, the company lacked a community platform […]
Modernizing the Commercial Excellence Stack for a SaaS Company
Modernizing the Commercial Excellence Stack for a SaaS Company 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 […]
Modernizing a Disjointed Application Stack for a Manufacturing Company
Modernizing a Disjointed Application Stack for a Manufacturing Company A manufacturing company specializing in retail devices struggled with a fragmented application stack across marketing, CRM, customer success, support, and legal. Legacy systems were costly and inefficient, relying heavily on manual workflows. Despite an ERP system, its full potential was untapped, and the absence of analytics […]
Streamlining Software Tools for an Enterprise SaaS Business
Streamlining Software Tools for an Enterprise SaaS Business An enterprise SaaS Business faced inefficiencies with 110+ tools across functions. Redundant apps, underused licenses, and disliked tools plagued teams. Overlapping functionalities in marketing created waste, while sales paid for unneeded licenses. Advanced systems like CPQ went unused as employees relied on Excel. Without a cohesive strategy, […]
Transforming Metrics for a European SaaS Company
Transforming Metrics for a European SaaS Company A European SaaS company struggled to keep up with the demands of fast-growing operations while relying on outdated, manual reporting processes. Teams would painstakingly compile data from spreadsheets, various databases, and operational tools. The process was slow, prone to errors, and consumed weeks each quarter, leaving little time […]
Revolutionizing Reporting for a Healthcare Technology Company
Revolutionizing Reporting for a Healthcare Technology Company A leading healthcare technology company faced persistent challenges with reporting due to its reliance on manual processes and outdated SQL queries. Their data was scattered across multiple databases, and the reporting team spent weeks manually extracting and cleaning information to produce metrics for management. This cumbersome approach delayed […]
Solving Data Integrity Challenges for Revenue Growth
Solving Data Integrity Challenges for Revenue Growth A private equity backed software company faced data integrity challenges following a series of migrations. Orders lacked links to subscriptions or contracts, multi-year contracts had missing anniversary billings, and duplicate records were common. Challenges of Solving Data Integrity Challenges Data issues caused revenue leakage, inaccurate billing cycles, and […]
Order Management for a B2B Software Provider
Order Management for a B2B Software Provider A B2B software provider managing complex contracts with frequent amendments faced inefficiencies in order management between Salesforce and NetSuite. Manual intervention caused frequent billing errors and discrepancies, impacting their revenue recognition accuracy and increasing customer complaints. Challenges of Automated Quote to Cash The provider faced major challenges in […]
Automated Quote to Cash for a Growing SaaS Company
Automated Quote to Cash for a Growing SaaS Company A mid-sized SaaS company experiencing rapid growth struggled to manage their quote-to-cash process across Salesforce and NetSuite. The lack of integration in their automated quote to cash system led to frequent billing errors and time-consuming manual entries. Sales and finance teams were disconnected, resulting in customer […]