Project Description

Case Studies

Some clients we have worked with

Client

ITRS

ITRS is an established software brand that provides real-time network monitoring for financial services organisations. In 2018, they acquired a complementary software business. Both organisations were using Salesforce but with different configurations and processes. The challenge they brought us was how to merge these Salesforce instances into one to support a single global enterprise and the whole business.

Goal

Driving harmonised Lead To Cash business processes for ITRS

What we did

  • Established a Salesforce business process baseline across ITRS including a recent acquisition.
  • Used our Lead to Cash Accelerator model to create and validate a standardised end-to-end system for the new broader company.
  • Delivered a stable go live with over 90% adoption across its Salesforce community.
  • Sales reporting available to the leadership team on the platform in real-time – a significant improvement from the 2+ weeks it took to get the reporting ready previously.

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