Implan boosts operational efficiency by 300%

TechNWeb's expertise in Salesforce proved instrumental for Implan, a medium-sized software company transitioning to a subscription-based SaaS model. Facing challenges with managing customer purchasing and subscriptions, Implan turned to TechNWeb to enhance its Salesforce capabilities and optimize operational efficiency.

The challenge

Implan encountered several challenges with their subscription-based model and customer purchasing processes, including a lack of direction in their Salesforce organization, disorganization of ideas, and implementation of changes without proper assessment. These limitations negatively impacted business operations and were resulting in excessive operational overhead.

The solution

To address the challenges described above, Implan needed to determine which changes would make Salesforce the best product for their needs. They identified multiple items throughout interviews with stakeholders, daily users, and power users. Then, with the help of TechNWeb, Implan prioritized and grouped the changes into certain phases and milestones.

Implan also faced data synchronization and integration limitations with other systems in Salesforce. The platform did not provide solutions for these challenges out of the box, which is where TechNWeb's Salesforce process automation services came into play. 

TechNWeb helped Implan overcome the limitations of the initial implementation and enhance its overall data management and customer insights. The service offered several key features, including:

• Improved lead management process. TechNWeb's team analyzed current data transfer methods and identified potential integration changes with HubSpot. The team also implemented vertical lead identification automation, which simplified the work of the Business Development Manager (BDM) and Sales teams. 
• Automated data workflows. The solution helped Implan automate data workflows and processes, streamlining their operations and resulting in a 300% increase in efficiency.
• Active account status. An automation was built to streamline the identification of active status on the accounts and contacts. The TechNWeb team used existing subscription data to show the active status in all records.

The outcome

The partnership with TechNWeb resulted in significant improvements for Implan:

Increased ROI

Streamlined processes and improved customer insights led to more informed decisions and increased revenue. Operational costs decreased, allowing resources to focus on strategic initiatives.

Improved access to information 

Implan reported accessing information three times faster than before, reducing preparation time for calls from 10 minutes to 2-3 minutes.

Streamlined business processes

Overcoming roadblocks such as automation and page validations increased efficiency. Redundancies were removed, optimizing code and reducing operational overhead.

Enhanced customer insights

Better access to information and streamlined processes led to improved customer insights, driving data-driven decisions and improving customer satisfaction. Implan also reported improved customer satisfaction, leading to a 300% increase in customer retention rates.

Improved data accuracy

Comprehensive data mapping and transformation improved data accuracy, resulting in more reliable data and better decision-making.

TechNWeb's Salesforce process automation services empowered Implan to overcome challenges, streamline operations, and achieve remarkable efficiency gains, reinforcing its position as a valuable partner for businesses seeking to optimize their professional services and products.

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