Transforming Information Access with Conversational AI

Transforming Information Access with Conversational AI In today’s fast-paced world, businesses face the challenge of managing widely distributed information that’s difficult to access. Employees waste valuable time searching for data, while customers grow frustrated with slow and inconsistent support. While many AI tools promise to address these issues, they often fall short due to inaccuracies, […]

Managing Your Data Stack with TechTorch

Managing Your Data Stack with TechTorch The modern data ecosystem is increasingly complex, with organizations relying on a multitude of tools for data extraction, storage, and visualization. Managing this environment can be overwhelming, consuming valuable resources and leaving teams with little time to focus on strategic initiatives. TechTorch’s Data Environment Managed Services provide a holistic […]

Scaling AI for Invoice and Contract Digitization

Scaling AI for Invoice and Contract Digitization A financial services company was trying to use AI to clean up invoices and contracts that were not digitized into their Salesforce environment. They implemented a promising commercial AI agent, but in production, the solution failed. The data was disorganized, processes were ill-defined, and there was no system […]

Healthcare Company

Healthcare Company A healthcare company relied on on-premise SQL databases and transactional systems like SAP for data storage. These systems caused major issues with data access, modification speed, and overall performance, hindering their ability to use data effectively. Challenges of Healthcare Company Dependency on legacy SQL databases and transactional tools. Slow data access and modification […]

B2B SaaS Company

B2B SaaS Company A B2B SaaS company struggled with data stored in Excel spreadsheets and on-premise SQL databases. This fragmentation made it difficult for teams to access accurate insights and slowed down business operations. Challenges of B2B SaaS Company Scattered data across Excel and legacy SQL databases. Manual processes for data extraction and reporting. Limited […]

Migrating CRM Data for a Growing SaaS Company

Migrating CRM Data for a Growing SaaS Company A rapidly growing SaaS company needed to migrate data from an outdated on-premise CRM system to Salesforce. The legacy CRM housed incomplete and inconsistent customer records, and the data relationships did not align with Salesforce’s data model. The company also wanted to enrich customer profiles with additional […]

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 […]