Salesforce
for High Tech
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Access to the same powerful technology
Whether you are a startup, a software house, a XaaS company, or an innovative technology company, you can access the same powerful technology.
Salesforce provides a scalable, cloud-based solution to drive growth and support agility.
Lead Management
01 Forecasting for XaaS / Key Metrics Measurement
Salesforce has accurate forecasting solutions for XaaS businesses by leveraging key metrics. The platform tracks Monthly Recurring Revenue (MRR), Annual Recurring Revenue (ARR), and Total Contract Value (TCV) to provide accurate revenue projections. It also monitors Marketing Qualified Leads (MQLs), Lead Conversion Time, and Cost Per Lead (CPL) to optimize marketing strategies. Customer Lifetime Value (LTV) and Return on Ad Spent (ROAS) metrics help businesses assess long-term profitability and marketing effectiveness. Salesforce enables XaaS companies to make decisions that drive growth and development by analyzing these metrics.
02 Pipeline Management
XaaS companies need help adapting their revenue motions and roles to emerging buyer journeys. A properly functioning pipeline management ensures a consistent and effective customer acquisition process across the organization. The goal is to align sales efforts with customer expectations, forecast recurring revenue, and prioritize high-value opportunities.
03 Trial Access Management
In XaaS companies, potential customers can test the solution. This approach benefits both parties: users experience the product firsthand, while businesses gather critical feedback. Time-limited access to the software proves its value and converts trial users into paying customers. Effective trial management can significantly boost conversion rates and customer satisfaction.
04 Lead to Order
Automate your lead to order process for better efficiency. Capture leads, manage them, and close contracts seamlessly. Automation reduces errors and speeds up sales cycles. Consequently, you increase revenue and make customers more satisfied with their purchase.
05 XaaS Customer Journey
In XaaS companies, customer journeys include multiple stages, from awareness to retention. Collect and analyze data to automatically optimize and personalize communication by creating a complete view of all customer actions. This approach improves customer experiences and drives long-term loyalty across the whole journey.
06 Lead Generation
Lead generation in XaaS companies requires a tailored, multichannel approach based on the specific product and target audience. Highly successful strategies often combine content marketing, SEO, email campaigns, social media engagement, free trials, live demos, targeted paid advertising, and more. Salesforce Marketing Cloud provides powerful tools for managing customer relationships, automating marketing processes, and analyzing campaign performance. This helps XaaS companies attract and nurture leads for marketing qualification, ensuring they are sales-ready.
Pathways in High Tech Industry
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Salesforce solutions for the high tech industry. Boost efficiency and optimize XaaS operations.
Subscription & Contract Management
01
Contract Renewals
Automate contract renewals and set up timely alerts and reminders to simplify the whole process.
02
Recurring Revenue
Measuring recurring revenue in SaaS businesses provides insights into financial performance, growth potential, churn, and customer value.
03
Order Management
Salesforce automates subscription management by handling orders, invoicing, commissions, and contract renewals.
04
CPQ / Quotation process
Salesforce simplifies quotation with its CPQ solution, offering accurate pricing through bundles, tiers, dynamic pricing, and price rules.
05
Cross-sell + up-sell
XaaS companies maximize revenue through effective upselling and cross-selling strategies.
06
Pricing Management
Pricing management in XaaS businesses requires flexibility to adapt to market dynamics.
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Great digital products and services requiredetailed research and development.
Customer Success
Product Knowledge Database
Speed up customer onboarding and tool adaptation with a collection of easily accessible articles about products and services. Providing this resource enhances the client experience, delighting clients with a seamless onboarding process. The knowledge base is versatile, shared across multiple channels and audiences — from internal users and partners to customers and the public. This approach empowers users to find answers quickly and maximize the value of their subscriptions.
Omnichannel Customer Support
Allow customers to create their own journey across organization touchpoints. Salesforce integrates multiple channels within one platform, providing visibility for marketing, e-commerce, sales, and customer service. With 24/7 AI-powered chatbots, Genesys Cloud CX telephony solutions, and out-of-the-box integrations, the customer gets reliable support and superior experiences.
Customer Portal / Self Service Portal
As a key component of case deflection strategies, Salesforce self-service portals empower users to find solutions independently. Easily accessible resources, FAQs, and troubleshooting guides minimize the time and effort required for customer support. Additionally, self-service reduces customer churn by improving service quality and speed. It is a win-win situation for both parties: customers resolve problems faster, and agents focus on more complex issues.
Customer Onboarding
Salesforce makes customer onboarding a stress-free journey through the sales process. With easy-to-use self-service portals and friendly interfaces, customers get a top-notch experience. The platform brings businesses and customers closer together, smoothing out enrollment, tackling issues, and showing off product value.
Customer NPS/CSAT
With Salesforce you can easily create surveys and measure NPS and CSAT, as well as personalize them with customer data. The platform’s sentiment analysis helps you understand how customers really feel, while customer lifecycle analytics give you the big picture.
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Our Case Studies
Salesforce Managed Services
Working with Virtana’s team, we made a strong connection based on trust and common standards. The main focus was on resolving support tickets and managing Salesforce’s daily tasks. The system was simplified and ready for future growth. This encouraged users to re-engage with Salesforce.
CPQ Salesforce solution
One of the key benefits of Virtana’s Salesforce CPQ is its ability to manage complex product quotations. With Salesforce CPQ, the company now easily creates and manages product bundles, kits, and options, ensuring that customers receive accurate quotes based on their specific requirements. Salesforce CPQ also has robust pricing capabilities that allow the management of complex pricing rules and discounts with ease. All CPQ implementation objectives have been achieved.
