Privacy & Data Integrity Company is a provider of privacy, digital properties security, and data integrity to consumers all over.
Consolidated all products into one quoting system
Established customer self-service and consumption-based transitions
Increased approval turnaround time, which in turn increased productivity and sales
Accountability and uniformity established for discounts and approvals
Managed all approvals and renewals in one place making it easier to analyze bottlenecks and delays
EXECUTIVE SPONSOR
Executive Vice President, Operations
INDUSTRY
Security Software & Technology
CLOUDS
Apttus CPQ/Billing
DocuSign CLM
Netsuite
Custom Integration for in-house portal
SERVICES
Transformation & Implementation
None of these systems integrated with each other. This made for slow manual tracking of all contract documentation
The customer’s back office was built into multiple systems. Our billing provided a middle office that enabled them to take away and sunset several of those systems and streamline the data into their core NetSuite ERP
Customer was challenged with assets and renewal data
Difficult and inaccurate billing processes spread across various systems
Integrated contract management and negotiation built to occur solely within Apttus
Automatic document generation through Apttus to consolidate several processes
Structured contract configuration within Apttus, streamlining the configuring, quoting, billing, renewals, and amendment 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
Drive data and efficiency with automation across the entire product-to-cash journey
Drive revenue for manufacturing with reduced operational costs and unified visibility.
Transform your field operations on the world's top service platform.
Do business faster with smart automation and template generation.
Drive operational efficiency, asset uptime, and customer satisfaction with a 360-degree view of assets on the world’s #1 CRM platform.