SAAS BUSINESSES TRUST SOLVD TO SCALE
See below how we helped SaaS unicorn 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.
WHAT THEY NEEDED:
Improve the flow of information between its sales and finance teams and automate key processes.
HOW WE SOLVD IT:
SOLVD centralized Cribl’s customer data by syncing invoices, standardizing quoting, and automating license provisioning via Salesforce.
SALESFORCE PRODUCTS USED:
Service Cloud, Customer 360, Experience Cloud, Revenue Cloud, PDO/AppExchange
SOLVD SERVICES:
Product Implementation
Farrah Bui – Vice President of Business Operations at Cribl
EXTREMELY ACCOMODATING
“We have partnered with SOLVD through complex implementations, including: CPQ, QBO, and license server integrations; and, both our partner and customer portals. The result: 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. That has been fundamental to the success of running our sales process and our business at large.”
WHAT THEY NEEDED:
GRIN’s sole admin was overwhelmed by their complex, highly automated Salesforce org.
HOW WE SOLVD IT:
SOLVD streamlined automations, consolidated fields, and architected new business processes within Salesforce to improve daily operations and adapt to market needs.
SALESFORCE PRODUCTS USED:
Service Cloud, Customer 360 Platform, Experience Cloud, Revenue Cloud, PDO/AppExchange
SOLVD SERVICES:
Org Merge + Data Migration
Lloyd Evans – Salesforce Administrator at Grin
MY IMMEDIATE TEAM
“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!”
Trusted by Trailblazers in the SaaS Industries
WHAT THEY NEEDED:
Riskonnect’s scattered systems and spreadsheets hampered sales/renewals, causing complexity, slow quoting, billing errors, potential revenue loss, and a manual renewal process.
HOW WE SOLVD IT:
Leveraging CPQ expertise, SOLVD built Riskonnect’s product bundles, automated their expansion/renewal pipeline, and migrated historical data into Salesforce, enabling streamlined quoting and contract management.
SALESFORCE PRODUCTS USED:
Sales Cloud, Service Cloud, Experience Cloud, CPQ
SOLVD SERVICES:
Product Implementation
Lisa Cantrell – Director of Sales Operations at Riskonnect
A TRUE STRATEGIC PARTNER
“SOLVD is a true strategic partner. They took the time to understand 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.”
WHAT THEY NEEDED:
A new Salesforce instance configured with Sales Cloud, Service Cloud, Pardot, Translation, and High-Velocity Sales, fully documented and integrated with their external database.
HOW WE SOLVD IT:
We streamlined Beyond Menu’s processes and improved data integrity by analyzing their needs and implementing appropriate Salesforce and third-party solutions, enabling better reporting and data-driven decisions.
SALESFORCE PRODUCTS USED:
MC Account Engagement, Service Cloud, Sales Cloud
SOLVD SERVICES:
Product Implementation
Danielle McHarris – Logo Sales Head at Beyond Menu
AMAZING TO WORK WITH
“They were amazing to work with! Highly recommend. Very organized and flexible. They met all our needs.”
