Streamlining Software Tools for an Enterprise SaaS Business
Streamlining Software Tools for an Enterprise SaaS Business An enterprise SaaS company 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SaaS Company A European SaaS company struggled to keep up with the demands of fast-growing operations while relying on outdated, manual reporting processes.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healthcare technology company faced persistent challenges with reporting due to its reliance on manual processes and outdated SQL queries.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 […]
Why the Powerful Salesforce Ecosystem Still Needs a Health Check from TechTorch
Why the Powerful Salesforce Ecosystem Still Needs a Health Check from TechTorch Our client, a leader in commercial excellence, relies on Salesforce for its comprehensive lead-to-cash capabilities, spanning marketing, sales, CPQ, billing, and support functions. Salesforce’s flexibility allows for extensive customization, but this often results in challenges when customizations aren’t well-architected, documented, or aligned with […]
Digitizing Contracts and Invoices for Complex Financial Services
Digitizing Contracts and Invoices for Complex Financial Services In the financial services industry, accurate invoicing is critical, especially when dealing with complex contracts that include varied pricing structures, external parameters, and diverse billing schedules. A leading financial services company had been managing these complexities manually for over 20 years. Each invoice was generated based on […]
Digital Contracts AI from Acquired Companies
Digital Contracts AI from Acquired Companies A leading B2B software company experienced rapid growth through multiple acquisitions. While this expansion bolstered its customer base and market reach, it came with significant challenges, particularly in managing the contracts of acquired companies. During the fast-paced integration process, many contracts were not fully migrated into the new systems. […]
Transforming to a recurring revenue model with Automated ARR Snowball Reporting
Transforming to a recurring revenue model with Automated ARR Snowball Reporting A well-established software company known for its enterprise solutions decided to pivot from a perpetual licensing model to a recurring revenue model, offering both software subscriptions and services. This strategic shift aimed to align with market trends and provide a steady income stream. However, […]