Skip to content

Instant increase in Sales thanks to Tableau

Biuro Informacji Kredytowej S.A. (Credit Information Bureau) – an enterprise established by the Polish Bank Association and private banks, whose task is to collect, integrate and make available data concerning credit history of customers of banks, financial institutions and, since recently, also non-banking loan companies. They’ve been using Tableau for a few years now.

Tableau – click and learn more  I  BIK Success Story

Slide

Project scope

During the project there was a significant growth in interest in the reports which resulted in an increase in the sales pipeline;
The transition between reports and dashboard is now consistent and clear;
Storytelling in creating “management reports” - building reports that go from the general to the specific, which affects the fact that created reports "read" as a final whole;
The purchased support package from us provided them with complex knowledge in creating reports;
Cloudity prepared dedicated materials in which we described creating reports step by step;
The materials provided can be used in future onboarding, which will significantly reduce and save time during the team introduction.

Slide

Benefits

growth in interest in the reports which resulted in an increase in the sales pipeline;
the transition between reports and dashboard is now consistent and clear;
building reports that go from the general to the specific, which affects the fact that created reports "read" as a final whole;
Cloudity prepared dedicated materials which described creating reports step by step, which can be used as the future onboarding material; that will significantly reduce and save time during the team introduction.

previous arrow
next arrow

Technology Industy  I  Avrios Success Story

Challenges

  • waste of time on preparing offers,
  • e-signature tool not integrated with the sales process,
  • inconsistent SaaS metrics,
  • frequent human errors during quote preparation,
  • quote templates stored as Word documents (manual updates necessary),
  • limitations on available pricing methods,
  • no standard place to track the Quotes history,
  • time-consuming review of agreement details (products/terms…),
  • lack of streamlined process for subscription management (e.g. upsell, cross sell),
  • no automatically triggered renewal process – obstructed revenue forecasting.

Project scope

  • The implementation of:
    1. CPQ for New Business as well as Amendment and Renewal processes:
      1. Quote Approval Process configured,
      2. Product Catalog configuration for recurring business,
      3. Opportunity and Quoting process automations,
      4. Order / Contract process automations,
      5. Amendment / Renewal process automations,
      6. SaaS metrics calculation.
    2. Easily configurable CPQ Quote Templates and integration with DocuSign e-signature solution for sending the Quote PDF.
  • The project also included:
    1. The calculation of CPQ Contracts and Subscriptions for legacy Contracts migration from FinancialForce,
    2. Support in integrating NetSuite with Salesforce.

Deliverables

  • Full financial picture of the Company,
  • Accurate contractual data,
  • Reduced manual work,
  • Facilitated monitoring of sales deals,
  • Easily customizable reports,
  • SaaS metrics (ARR, Churn) calculated accurately,
  • Many automations built – everyday work is now easier.

Wouter Hendriks

Head of Revenue Operations

What does our client say?

Cloudity proved to be very agile and pragmatic, which allowed them to run efficient and effective project management in a fast-changing environment. I recommend partnering with Cloudity!

Get in touch with us – we will help you streamline your business processes with cutting-edge technologies.