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Case Study

Tailorbird: Staff Augmentation

Case Study

Optimize Project Management and Financial Accuracy with Salesforce Integration.

Enhance coordination, visibility, and decision-making through automated solutions and real-time tools.

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engagement type

Staff Augmentation
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product

Sales Cloud, Experience Cloud, Slack
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industry

High Tech
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A SaaS company supporting the real estate companies dealing with renovation projects. A unique offering to support contract bidding to project execution.

Overview
    • Key Challenges: Inefficient processes and imprecise revenue recognition.
    • Key Solutions: Integrated Salesforce and automated financials.
    • Key Results: Improved efficiency and financial accuracy.
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challenges
    • Inefficient Lead Management: Complex processes hindered lead tracking and project management.
    • Disconnected Systems: Lack of integration between project management tools and Salesforce disrupted project delivery alignment.
    • Reporting Issues: Inaccuracies in revenue recognition and ARR calculations, coupled with inadequate dashboards, slowed down financial operations and decision-making.
    • No Contractor Portal: Absence of a digital platform resulted in poor visibility and progress tracking for contractors.
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Solutions
    • Salesforce Sales Cloud: Deployed to streamline lead and opportunity management.
    • Integrated Communication and SaaS Tools: Implemented Slack for real-time updates and created a custom solution to integrate the SaaS product with Salesforce and Experience Cloud.
    • Automated Financial Calculations and Reporting: Developed automated systems for project value and ARR calculations along with comprehensive dashboards for enhanced reporting.
    • Experience Cloud Self-Service Portal: Built for contractors, featuring DocuSign integration for handling quotes, bids, and project documents.
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Impact
    • Improved Collaboration and Project Timelines: Real-time communication tools enhanced coordination between sales teams and contractors, reducing pre-project initiation timelines by 30%.
    • Centralized Customer Data: Consolidated data within Salesforce improved operational efficiency and reduced lead-to-order time by 20%.
    • Accurate Financial Metrics and Data-Driven Decisions: Automated calculations provided reliable financial data, enabling better decision-making through advanced dashboards.
    • Enhanced Project Visibility: Contractors gained better insight into project progress through the self-service portal.

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