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 Gainsight, poor data integration and adoption hindered performance.
Challenges of Modernizing the Commercial Excellence Stack for a SaaS Company
- 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 of Modernizing the Commercial Excellence Stack for a SaaS Company
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 of Modernizing the Commercial Excellence Stack for a SaaS Company
- 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.
Conclusion
With TechTorch’s Commercial Excellence Application Stack Modernization Accelerator, the SaaS company transformed its fragmented tools into a cohesive, revenue-driving stack. By providing full visibility and business insights, TechTorch empowered the company to maximize revenue, reduce costs, and align technology with strategic goals.