How a Compliance Software Firm Staged 42,000 CRM Records
A compliance software company needed to bring an acquired European business onto Salesforce.
18,612 accounts loaded
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Builder
ProSights
New York, NY
Industries
Technology & SoftwareTransportation & LogisticsConsumer Goods & CPG
Functions
Sales & RevenueFinance & Accounting
Private equity
3 PE solutions on file
Solutions
7 on fileHow a PE-Owned Software Firm Fixed Its Contract Dates in 3 Months
A European enterprise software company owned by a large PE firm had grown through acquisitions and inherited about 700 customers whose contracts spanned five formats and.
3 months to validated Salesforce recordsTime 2–4 months
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How a Railcar Roll-Up Caught $290K of Supplier Overbilling
A railcar services roll-up ran finance 35 times over.
About $290K of supplier overbilling caught
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How a $250M Consumer Brand Found 1,300 Underpriced Products
A consumer products company with about 9,000 products in three segments and about $250 million of revenue quoted on standard cost.
About 1 in 7 products below the margin floor
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How a $90M-ARR Software Firm Surfaced $3.1M of Unworked Renewals
An e-commerce software company with about $90 million of ARR tracked retention in finance, but revenue lived in NetSuite, cohorts and renewals in Salesforce, usage on.
$3.1M of ARR found renewing with no open opportunity
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How a Railcar Roll-Up Saved $9M of Gross Profit It Nearly Cut
A railcar services roll-up had bought 35 businesses across 14 locations and left each on its own Sage 300 CRE instance.
About $9M of gross profit kept
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How a Software Firm Matched SOWs to Project Hours
An enterprise software company sold implementation services on statements of work and purchase orders that existed only as PDFs.
Scope against actuals in one view
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