About the Client

The client is an IT systems supplier for tax consultation offices in Germany. With over one hundred employees at three office sites, (Bergisch Gladbach, Berlin, Nuremberg), they enable seamless IT so their customers can focus on their core business.

Problem Statement

A naturally grown and outdated system was difficult and intransparent to use. This resulted in:

  • Growing problems in maintainability and innovation
  • Extended searches for tangible customer information in different systems
  • Insufficient backup capabilities

These issues caused rising problems in customer service and sales.

The Challenge

Many different pain points could not be solved in an acceptable time and with understandable effort:

  •  Inability to consistently track contract change requests was a core issue
  • Self-made customer management solution with partially integrated ERP functionality had to be migrated
  • Complex contract management and billing processes needed to be migrated and optimized and automated if possible

The Solution

Using the Salesforce Platform and integrated apps to complement the system, the client was able to achieve:

  • A unified view of the customer
  • Custom contract management solution
    • Unified contract information per customer
    • Defined and managed contract lifecycle management
  • Integrated billing solution (native)
  • Automatic daily backup
  • Integrated service and contract management departments

Tangible Results for the Client

The client is now able to receive a full view of each customer without missing any relevant contract information. Within seconds, a customer can be reviewed by Monthly Recurring Revenue (MRR), Contract types etc. Sales, Service and decision makers can use this information to make better operational and strategic choices.

Technologies used

  • Salesforce Platform
  • Sales & Service Cloud
  • Pardot
  • Digital Engagement Package
  • JustOn Billing Automation
  • ownBackup
  • Mailparser

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