You're Ready To:
Eliminate Cash Flow Barriers
What you gain:
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Streamlined sales and support processes that provide a competitive advantage
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Scalable systems and data around price books, quotes, case resolution, marketing campaigns, and more.
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Automated billing and invoicing that integrates effortlessly with existing tech
Improve SG&A
What you gain:
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Accurate data that feeds existing and new processes
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AI-enabled insights from that data + removal of repetitive tasks so teams are freed up for higher-value work
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Ability to allocate resources in new ways to grow your business
“DoubleTrack is a pleasure to work with, they communicate clearly and are very knowledgeable in Salesforce and best practices. Highly recommend!"
Verified transportation review on the Salesforce AppExchange
“The team at DoubleTrack is first-class across the board. They have been thoughtful in their approach in helping us build out our pricing module and have gone above and beyond to apply best practice process changes to areas that we needed to improve. Our experience with them has been nothing less than exceptional.”
Verified transportation review on the Salesforce AppExchange
How We Help
Here's some of the areas of improvement you get with us:
Automated Data Capture
Streamlined Invoicing
Faster Sales Cycles
Customer Service Portals
Clear Business Roadmap
AI Enablement
An excerpt from co-founder Adam Johnson' article:
As a co-founder here at DoubleTrack and a consultant for well over a decade, here’s some ways I’ve seen companies go wrong … and pay the price because of it.
Technology < Process
Here are some gaps that may be highlighted by the switch to a more robust platform:
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Sales teams working with unclear pipelines, lack of activity tracking, and/or uploading lists into the system at will
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A messy support handoff for onboarding or support
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Bottlenecked approval processes that over-rely on a single person to keep things moving
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Marketing being “out of it” once a lead gets entered into the system
A new technology won’t fix any of this. In fact, it may make them worse!
