Problem: The title work software company needed to create a sales tracking system and manage their entire subscription process from sale to billing.
Challenge: The company did not have a system to track sales effectively. AS TSS transformed their business from a desktop software model to a web-based solution, they needed to manage that transition as well.
Solution: For sales tracking, Buan customized their Salesforce solution to handle their sales process and provide robust reporting. For subscription tracking, Buan implemented Zuora® and integrated this application with Salesforce to coordinate billing and contact information.
Benefits/Results: An efficient sales tracking system now provides an in-depth look at the status of contacts in the sales cycle so that sales opportunities can be maximized. The billing system communicates seamlessly with the TSS product and completely streamlines billing.