SaaS

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SALESFORCE SOLVD

SAAS BUSINESSES TRUST SOLVD TO SCALE

See below how we helped Cribl go from a modest team of 20 to a robust team of 400 by serving as a key advisor in their processes and systems for revenue operations.
Client Success
Cribl Is Winning with SOLVD

Cribl is here to help businesses to build and scale big data analytics solutions & workflow tools. Find out how we can help your business online.

Cribl needed a way for their sales and finance teams to work better together. We automated the invoice creation process upon new deals being closed by sales and built an integration with Quickbooks Online so that finance could manage the payments from there. This helped ensure that account and invoice data was consistent between the two systems and that both teams have visibility.

SOLVD reduced Cribl’s system swivel-chairing and centralization of all data regarding Cribl’s customers through syncing invoices with their accounting system and Salesforce. SOLVD created more defined sales and quoting processes, reduction of “cowboy quoting”, and solid processes defined on which Cribl has scaled to unicorn status. Then SOLVD also had a reduction of manual processes and engineering time for cutting software licenses through automation and server integration with Salesforce.

Service Cloud, Customer 360 Platform, Experience Cloud, Revenue Cloud, PDO/AppExchange

Product Implementation

WHAT Cribl SAYS ABOUT WORKING WITH SOLVD

“SOLVD has been with Cribl since the inception of our Salesforce implementation in May 2020. There was a tremendous amount of foundational work needed to ensure our core GTM system was set up properly as we scaled. We have partnered with SOLVD through complex implementations, including: CPQ, QBO, and license server integrations; and, both our partner and customer portals. The result of that partnership is that Cribl’s systems have seamlessly adapted and evolved as we’ve grown from 20 to almost 400 employees in nearly two years across multiple GTM functions (e.g. support, sales, solutions engineering, demand generation, etc.), and that has been fundamental to the success of running our sales process and our business at large.

As a fast-growing company, it’s difficult to anticipate the amount of work on the GTM systems; having a close partner like SOLVD has been key in allowing us to flex with the ebbs and flow of the business. They’ve been able to step in at the last minute, partner more closely when critical system issues arise, and have been extremely accommodating with resource allocation when we embark on complex projects – and so much more.” 

FARRAH BUI

VICE PRESIDENT OF BUSINESS OPERATIONS CRIBL

SOLVD's Power in Numbers

Successful Projects
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Salesforce Certifications
1 +
Certified Salesforce Consultants
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Client Success
GRIN IS WINNING WITH SOLVD

GRIN’s best-in-class web extension, creator-focused landing pages, and simple tools to import your roster help you find quality partnerships faster.

GRIN needed help offloading a lot of work from their sole admin. Their org was very complex and had a lot of automation and processes running at the same time. They needed help with general administration tasks and org maintenance. There was also a need for business process changes to be translated into Salesforce architecture.

SOLVD was able to come in and become a part of the current administrator’s team. SOLVD helped maintain and organize the org, and ensure it continued to run smoothly for daily operations. SOLVD helped streamline automation and consolidate fields. There were also many business processes that SOLVD helped architect and implement into their current Salesforce org to help the organization adapt to current market needs and changes.

Service Cloud, Customer 360 Platform, Experience Cloud, Revenue Cloud, PDO/AppExchange
Org Merge + Data Migration

WHAT Grin SAYS ABOUT WORKING WITH SOLVD

“When I started at GRIN, I didn’t have any assistance managing an almost 400-user org. We brought SOLVD on board to help offload my work a bit. Since then, they’ve truly become an extension of GRIN and what I would call my immediate team. I appreciate the Technical and Personal aspects Devyn, Jonathan, and Parker bring to the table. It’s especially important to call out the amazing work our outsourced admin Devyn has been able to produce. I don’t know where I would be without these two!”

LLOYD EVANS

SALESFORCE ADMINISTRATOR GRIN

Trusted by Trailblazers in the SaaS Industries

Client Success
RISKONNECT IS WINNING WITH SOLVD

Riskonnect’s integrated risk management solution offers the visibility to reduce risk, increase efficiency, and improve organizational performance.

Riskonnect had disparate systems and spreadsheets that supported selling and renewals motions internally. These processes caused Riskonnect significant internal business complexity, a slow time to quote, missed or delayed billings, and potentially, revenue leakage. They had a heavy manual renewal process in the CRM which caused significant rework and manual processes for the financial depart- ment. They wanted to create product bundles within their CPQ implementation.

SOLVD used its deep knowledge of CPQ and Riskonnect’s business needs to create a product bundle structure. This gave Riskonnect the flexibility and control it was looking for in the quoting process. SOLVD also automated Riskonnect’s expansion and renewal pipeline using CPQ to eliminate errors and manual effort.

Additionally, SOLVD migrated historical data that was housed in both external systems and spreadsheets into Salesforce to ensure a single source of truth. This allowed Riskonnect on day 1 to use CPQ to both manage and renew historical contracts as well as sell new logos.

Sales Cloud, Service Cloud, Experience Cloud, CPQ

Product Implementation

WHAT RISKONNECT SAYS ABOUT WORKING WITH SOLVD

“SOLVD is a true strategic partner. They took the time to under- stand our business needs and objectives and lead us through an extremely successful implementation – all in an accelerated time- line. Through this implementation, we also gained knowledge of, and implemented best practices through the SOLVD team’s experience and recommendations. We look forward to partnering with this team again and again.”

LISA CANTRELL

DIRECTOR OF SALES OPERATIONS RISKONNECT

HIGHEST RATED ON SALESFORCE

Client Success
Beyond Menu'S WINNING WITH SOLVD

Beyond Menu’s mission is to empower local restaurants to delight their diners through digital hospitality and to enable diners to explore local restaurants through personalized digital experiences.

Beyond Menu had a brand new Salesforce instance that needed to be set up according to their business needs. We first documented all of their business processes. Then then we configured Sales Cloud, Pardot, Translation, Service Cloud Voice and did the initial setup of High Velocity Sales. We also integrated with their external database.
We SOLVD this client’s needs by analyzing their business processes and identifying which Salesforce and 3rd party products would best fit their needs. Upon completion of the project, processes are now more streamlined and data integrity is improved allowing for better reporting and data-driven business decisions.
MC Account Engagement, Service Cloud, Sales Cloud

Product Implementation

WHAT Beyond Menu SAYS ABOUT WORKING WITH SOLVD

“They were amazing to work with! Highly recommend. Very organized and flexible. They met all our needs.”

Danielle McHarris

Logo Sales Head at Beyond Menu

We have extensive experience across a wide array of third party products in our implementations and migrations

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