About
Our client offers professional services and products to the financial industry as a trusted ratings and data provider. Through their product offering, they provide a leading data platform for Financial Advisors.
Problem
The product and company as a whole faced a connectivity issue from Marketing through to Billing. They already used Salesforce as the Lead and Opportunity source but lacked any automated Marketing and Trial Management as well as back office Contract and Billing.
They were feeling lost with no visibility across platforms, didn’t feel they could trust the data they were receiving and, found it hard to make confident decisions.
Sales growth faster than company can handle manually
Surviving but reaching their market cap and leaking revenue
Administrative drain
Poor data quality
Limited scalability
Multiple systems and processes (e.g. Billing)
Solution
By implementing further Salesforce solutions within the business processes, they were able to:
- Automate marketing and lead capture opportunities with Salesforce Pardot
- Improve the opportunity lifecycle with territory management and flows,through the Salesforce Sales Cloud
- Contract and order management within Salesforce Sales Cloud
- Use platform APIs to work with a new in-house billing solution
- Reduce administrative workload and increase data quality
- Increase their service to their customers
The Outcomes
Our client was able to improve speed, quality and vastly increase revenue through their product offerings. This increased the overall confidence in delivery of this product, which arguably increased morale within the company and confidence with their partners.
The client celebrated their new efficiencies:
