Customer Experience Company encourages brands to carry-out customer experiences that pleasure and delight them.
Streamlined and simplified proposal output
Automated agreement generation and signing with a centralized repository that was integrated into Salesforce
While vendor contracts were outside of Salesforce, the same repository of all the other contracts allowed for dynamic contract management
Head of Revenue Operations
Transformation & Implementation
They desired unified, scalable systems and processes across the entire agreement and ordering lifecycle
Customer needed the creation of vendor contracts outside of Salesforce
Streamlined proposal generation on standard templates with a click of a button
Repaired several generation points, which then allowed for the dynamic generation of contracts related to entities such as accounts, opportunities, vendors, etc.
Implemented generation of vendor contracts which used the ability to upload a 3rd party paper for capturing information
Accelerate your top line across every single customer touch point. Seamlessly.
Finally, a tech stack to monetize all touch points across all channels.
We approach products and pain-points with your entire business process in mind. Not just what your business looks like today, but also what you want your business to look like several years from now. With this approach, we build a solution that can— and will — grow with you.