Protime

Protime provides adequate and customizable software which enable SME and multinationals to work internationally while complying to national legislations. The main use of their SaaS solutions are time & attendance and workforce management.

Challenge

Delivering software and consulting services and hardware solutions in one offering to a diverse scale of customers in different countries, is quite a challenge throughout the process from marketing to invoice. Having all data right at the beginning of this process are key to be effective and efficient.

Solution

On the Salesforce Platform, Protime now manages its marketing campaigns via Pardot, providing leads to sales who plans in discovery and demo meetings, closes compex deals using Salesforce CPQ. SignRequest is used for e-signing. In order to provide a seamless process to support their customers actively in using their software and hardware solutions, Protime is using Service Cloud and Experience Cloud. Knowledge articles provide answers to questions customers have and in case the answer can not be found there, cases can be registered and taken care off using omni-channel in Salesforce. 

Results

• End-to-end process automation from marketing to sales, to projects, services and integration with accounting
• Master records for prospects, leads, contacts and accounts. Accounts are updated based on the account database of the mother company SD Worx