Architectural Glass & Aluminum Company
Revolutionized operations by unifying systemsArchitectural Glass and Aluminum Company delivers innovative design and installation services.Transitioned from six disparate applications to a unified Salesforce-based workflowReduced risk of errors and improved team […]
Commercial Door Repair Company
Modernized field operations through digital transformationCommercial Door Repair Company specializes in providing exceptional door, gate, and dock equipment repair.Reduced asset and service revenue leakage, safeguarding financial integrity Streamlined and optimized […]
Security Software Company
Optimized quoting processes and enhanced CPQ functionality to boost productivitySecurity Software Company provides content delivery network services, cloud cybersecurity, DDoS mitigation, and domain registration services.Improved system utilization and effectiveness Reduced […]
Software & Data Company
Elevated pricing and quoting efficiencySoftware & Data Company offers business intelligence, sales prospecting, market targeting, and recruitment tools with extensive data analytics.Achieved an 80% reduction in the number of products […]
Enterprise Data Company
Optimized enterprise data solutionsEnterprise Data Company offers advanced data integration, analytics, and management software.Developed tailored recommendations for current and future state architecture and business processes, aligning with organizational priorities Enhanced […]
Adoption Strategy: The Executive’s Key to Success
Success in a changing climate In today’s economic climate, change is constant. Executives who want to ensure the success of their organization need to be skilled with managing change. This […]
Merger Acquisition & Onboarding Readiness, All in Salesforce (Office of the CFO Series, Part 6)
Many organizations strategically expand, grow, invest, hedge and capture market share through merger and acquisitions. A challenge that is often faced in M&A is how to digitally onboard people, […]
CPQ Success Part 1: 5 Critical Things for a Successful CPQ Transformation
Do you want this CPQ project to be minimally disruptive? Then, you’re already preparing to fail. To be successful with CPQ (and Billing), you must come to the table […]
Revenue Forecasting, Reporting, Leakage and Churn (Office of the CFO Series, Part 5)
Throughout this series we have covered critical factors that enable the Office of the CFO including Sales & Financial Master, Data Readiness, Salesforce + ERP, SSP & the Sales Catalog […]
Standalone Selling Price and the Product Catalog (Office of the CFO Series, Part 4)
Standalone Selling Price. SSP. ASC 606. Standalone Selling Price. SSP. ASC 606. When speaking with clients, oftentimes these terms are seen by clients, especially financial stakeholders, as new, […]