“It's nice knowing that Salesforce is never a problem. My numbers always line up, so I know they're right."
Zack Jenkins
General Manager, North America
Critical Mention, an Onclusive company
“The scoping process was spot on and even when we had unexpected issues, the whole team pitched in and we where able to complete the project successfully and on time.”
Verified technology review on the Salesforce AppExchange
Outcomes You Gain:
Higher upsell and demo-to-customer ratios due to timely sales engagement based on updated product usage metrics
Improved retention because both Sales and Support align to how customers use your products today + any issues they've encountered
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Faster time-to-sale for both new and existing customer sales cycles, including automated uplifts and renewals
Improved SG&A because Support teams focus on higher-value items vs. answering the same question 50x a day
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How You Achieve Them:
Data strategy that aligns your entire people, processes, and technology to critical business outcomes in a cross-functional manner
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Deep Salesforce revenue-focused expertise around Sales Cloud, Revenue Cloud, and both Service and Experience Cloud
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Alignment and clean data that supports accurate decisions, including for companies in an M&A
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Ongoing Managed Services that keep you improving month-after-month to adapt to your current business needs
Get more from CPQ
If you're a SaaS company still using Salesforce CPQ, we have one question: are you getting everything you can out of it?
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It's not going anywhere quite yet, so why not get the most out of your investment with better mid-term upsells, renewals, and stronger real-time KPI tracking?
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It's a fast way to improve the business - ask us about it!​​
In this demo, Tom McGean, Senior Director of Professional Services, highlights how SaaS and other subscription-based selling companies can become more effective simply by taking advantage of what's available in CPQ.
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What also helps? Having a robust data strategy that feeds your entire lead-to-cash process!
"Before working with DoubleTrack...."
...our Salesforce instance was incredibly cumbersome and inefficient.
DoubleTrack has been integral with helping us to scale our business processes and to become more efficient by helping us implement workflows that align with industry best practices.
Jamf verified Salesforce AppExchange review re: our Revenue Cloud consulting services
Enjoy this excerpt from Tom McGean's article on SaaS Salesforce errors:
A few years ago, I was working with a SaaS company whose reps were manually building every renewal. No automation, no entitlement logic … just pulling up the last quote and trying to recreate it line by line.
The kicker?
This company was letting customers access products well beyond what they had actually paid for. Once we integrated their quoting system with their content management platform, we discovered $9 million in unpaid product access!
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This is just one all-too-common scenario, where a SaaS company's CRM doesn't reflect the actual product usage or consumption.
