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Case studies tagged

Finance

5 case studies Clear filter Other themes

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Unifying global content and format sales operations

| Case studies, Improvement, Revenue operations and business systems, Strategy | No Comments
Aligning international sales teams, CRM systems and processes after a series of mergers for a global rights owner.
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Optimising workflows for a non-profit organisation

| Case studies, Customer experience and service improvement, Delivery, Improvement, Revenue operations and business systems | No Comments
Streamlining processes and systems for an arts accessibility non-profit, on a lean budget and a fixed funding deadline.
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Cloud-based tooling - licensing optimisation

| Case studies, Improvement | No Comments
Optimising cloud toolset licensing and supporting supplier negotiations, for a return on investment of over 500%.
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CRM business process design and implementation

| Case studies, Delivery, Improvement, Revenue operations and business systems, Strategy | No Comments
Business analysis, development, testing and training to build CRM processes for a fast-growing software licensing business.
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Scaling opportunity-to-billing processes for a software business

| Case studies, Delivery, Revenue operations and business systems | No Comments
Mapping a software subscription business's opportunity-to-billing processes and procuring new CRM and reporting tools.