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Salesforce Sales Cloud for a European Healthcare Services Company A European healthcare services company relied on an outdated CRM system that lacked scalability and advanced functionality.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 […]
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 […]
