Case Studies
See how we turn business roadblocks into growth stories.
SERVICE AGENT: ELEVATING CUSTOMER EXPERIENCES & OPERATIONAL EFFICIENCY
A large e-commerce company faced challenges with high call volumes and inconsistent customer service resolutions. Tattvavid Technologies deployed a Salesforce Service Agent to empower their support teams and enhance customer satisfaction.
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
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.
MULTI-CHANNEL RETAIL: UNIFYING PRODUCT CONFIGURATION & RECURRING SUBSCRIPTIONS
Napoli Slice operated 14 outlets, a mobile app, and a Pizza Club subscription across 3 channels. Tattvavid Technologies deployed Salesforce Revenue Cloud with Headless Pricing and Attribute Configurator rules to reduce SKUs by 90% and automate subscription billing.
INDUSTRIAL MANUFACTURING: QUOTE-TO-INVOICE LINEAGE & PROGRESS BILLING
Sanket Precision faced multi-day billing reconciliations between CPQ and ERP systems. Tattvavid Technologies implemented Salesforce Revenue Cloud Line-Level Lineage (QuoteLine → OrderItem → Fulfilment → InvoiceLine), streamlining partial shipment billing and spec change amendments.
B2B SAAS ANALYTICS: AUTOMATING MULTI-YEAR RAMP DEALS & USAGE METERING
Meridian Analytics needed to scale 3-year ramp contracts, metered API usage overages, and mid-term seat expansions. Tattvavid Technologies deployed Salesforce Revenue Cloud Ramp Deal Quoting and ASC 606 revenue recognition automation.