Welding, Safety, Medical & Gas Supplier Company supplies welding, safety, medical, and gas services.
Reduced manual work and email searching through automated processes with DocuSign LM
Asset tracking made that process easier
Case management allowed for levels of escalation for unanswered questions, improving workload accountability and customer satisfaction
Director of IT
Transformation & Implementation
Trainers had different specialties and some were traveling more than necessary. This was difficult for project managers to track and coordinate
Customer was hoping to automatically create quotes
Simplified booking process for dispatcher, from a multi-source approach to a 4 click process
DocuSign implementation allowed for quote generation directly from opportunities, saving employee time and ensuring accuracy
Due to coming in under budget and ahead of schedule, case management was also implemented to improve customer inquiries to a group inbox
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.
Drive data and efficiency with automation across the entire product-to-cash journey