Financial Services Company helps customers accelarate value creation through credit ratings, insights, data, and decision solutions.
Enhanced operational efficiency by consolidating systems
Improved customer satisfaction by reducing the need for recalculation of invoices
Improved cash flow by reducing DSO to below 90 days
Bridged gap between sales and financial teams, fostering a more cohesive and efficient working environment
EXECUTIVE SPONSOR
SVP Product Management
INDUSTRY
Finance
CLOUDS
Revenue Cloud
Salesforce CPQ
Salesforce Billing
SERVICES
Transformation & Implementation
Manual processes were hindering quoting and billing
Frequent invoice adjustments caused customer confusion
DSO was in excess of 90 days
Integrated a unified system for commercial, technical, and account teams
Phased out previous tech stack
Automated quoting and billing processes
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.
OUR SERVICES
Identify pivotal opportunities for growth
Train your teams on the new processes for a happier transition
Connect all Asset and Revenue platforms seamlessly
Connect your platforms and information systems
Continuous operational excellence no matter the challenge
OUR PLATFORMS
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Drive operational efficiency, asset uptime, and customer satisfaction with a 360-degree view of assets on the world’s #1 CRM platform.