Our Collaboration and Project Management Systems
Software Industry
For businesses in the fast paced software industry, managing the complexities of recurring billing and subscription models demands robust lead-to-cash business systems. We specialize in equipping software companies with the tools and solutions they need to streamline operations, improve customer experiences, and scale seamlessly. Our systems implementations empower you to automate workflows, streamline quoting, and optimize revenue recognition, allowing you to focus on what you do best—building exceptional software.
Industries
Services Industry
For businesses offering recurring services, managing the quote to cash process and billing cycles can be a challenge. Our lead-to-cash system implementations are designed to simplify these processes, enabling service providers to focus on delivering exceptional value. By automating key operations, ensuring accurate billing, and providing insightful analytics, we help your business build stronger client relationships and achieve sustained growth.
Delivery Models
New Implementations
Key Project Characteristics:
- New Salesforce org
- Importing data from spreadsheets
- Manually entering new data
Project Management Approach:
- Phase 1: Waterfall Implementation
- Phase 2: Kanban Support
- Phase 3: Begin Strategic Managed Services
Call Cadence:
- Weekly Executive Status Review
- 3x-5x/week Project Standup Meetings
- Working sessions as needed
Typical Cost: $5k - $25k.
Key Factors:
- Number of Salesforce clouds
- Support duration
- Complexity
- Data import size
Typical Timeline: 4-8 weeks.
Our Expertise
Sales Cloud | Salesforce CPQ | Service Cloud | Experience Cloud
