Customer had a manual onboarding and offboarding process for the clients which delayed the process and impacted the revenue.
Developed an automated process to minimize manual steps and process simplification.
Unable to track commissions, renewals and SDRs. SDRs were getting double booked on a project that caused delays.
Developed a custom solution that handled auto-creation of renewals, resource management and implemented forecasting. Provided custom view to display resources usage and allocation across all project engagements.
Unable to track commissions. Customer relied on manual tracking using spreadsheets for forecasting and commissions.
Developed a lightweight compensation module to track compensation for the Inside Sales team as well as Sales managers.
Pain Point : Customer had a manual onboarding and offboarding process for the clients which delayed the process and impacted the revenue.
Solution : Developed an automated process to minimize manual steps and process simplification.
Pain Point : Unable to track commissions, renewals and SDRs. SDRs were getting double booked on a project that caused delays.
Solution : Developed a custom solution that handled auto-creation of renewals, resource management and implemented forecasting. Provided custom view to display resources usage and allocation across all project engagements.
Pain Point : Unable to track commissions. Customer relied on manual tracking using spreadsheets for forecasting and commissions.
Solution : Developed a lightweight compensation module to track compensation for the Inside Sales team as well as Sales managers.
Overview A client specializes in renewable energy providing turbines and generators for rent to meet fuel needs in the US and Canada. Although they currently use Pipedrive as their CRM, they are not utilizing it effectively. Management oversight is lacking because salespeople rely on various systems, such as spreadsheets, to manage and record their sales […]
Overview An international nonprofit organization was struggling with the unwieldy number of contacts in its database. It specifically possessed 3,569,188 separate contacts. The initial analysis revealed that 33,742 of these entries were duplicate contacts. The Organization’s Problem This nonprofit needed a way to efficiently delete its duplicate contact data. The goal was to streamline the […]
Overview Of HubSpot Migration Services An expanding technology firm was struggling with isolation between its sales and marketing operations. Each team used a distinct type of data management software. The sales team managed their data through Salesforce, while the marketing team relied on HubSpot to handle customer data.  The Firm’s Problem  Reliance on two different […]