The challenge
This financial technology provider supplies software and information tools to financial professionals. It wanted the processes around product access and ongoing subscriptions to work together more consistently.
The business needed to connect lead tracking, trials, contracts, renewals and licence changes with its billing platform. It also wanted to replace email-based trial setup with a more direct route to product access.
Trial access
Automate the steps between a lead and access to a product trial.
Subscription administration
Coordinate contracts, renewals and licence changes with billing.
Shared information
Give teams a consistent view across the process.
What we did
8Squad reviewed the end-to-end process, aligned the design with business requirements and implemented a custom Sales Cloud order and billing solution.
Connect contracts and billing
Integration with the billing platform linked contract, renewal and licence administration.
Automate trial access
An automated trial process replaced manual email setup and flowed into contract management.
Bring information together
Centralised contracts and improved data handling supported visibility across the process.
What changed
Reported lead-to-product-trial access time fell from two days to two minutes. The wider implementation also centralised contract management and improved data consistency across the process.
Reported lead-to-trial access time
2 minutes
Previously two days; measurement definition and disclosure approval required
| Focus | Goal | Delivered capability |
|---|---|---|
| Trial setup | Provide quicker access without manual email setup | An automated process with a reported two-minute lead-to-trial time |
| Subscription operations | Coordinate contracts, renewals and billing information | Centralised contracts and connected administration |
