Case Studies

See how we turn business roadblocks into growth stories.

Rev Agent: Driving Smarter Deals & Accelerated Growth

Rev Agent: Driving Smarter Deals & Accelerated Growth

For a rapidly expanding SaaS provider, manual quote generation and inconsistent pricing were significant bottlenecks. Tattvavid Technologies implemented a Salesforce Sales Agent solution, leveraging Salesforce CPQ data, to revolutionize their sales process.

CLM Agent: Optimizing the Quote-to-Cash Lifecycle

CLM Agent: Optimizing the Quote-to-Cash Lifecycle

For a global manufacturing firm dealing with intricate contracts and complex revenue recognition, manual processes led to compliance risks and delayed financial reporting. Tattvavid Technologies implemented a Salesforce Revenue Agent solution, integrated with Conga CLM and Salesforce Revenue Cloud.