Context: A marketing company wanted to more effectively quote and track projects through the quote-to-cash process. The paper-based clipboard process, ...
Context: A multi-national software company had a 12-person Sales team, including 10 experienced sales reps and two managers. The company President wanted to improve...
Context: A software client offered customers professional services for installation and training, along with the software itself. These services were tracked and billed upon delivery...
Context: A large, publicly traded software company had acquired a smaller software company. Both companies sold installation and training, along ...
Context: An established software company was having trouble tracking customer renewals of support and maintenance contracts. The process was managed ...