Sat Vu

What Were Their Challenges?

The SatVu team needed a scalable CRM solution that would enable them to manage their marketing, sales and service business needs. 

As a growing and rapidly scaling business, a simple and intuitive quoting process was a must have to ensure a smooth and efficient sales process.

The ability to integrate their CRM with other key back office systems and tools was key to having a consolidated technical stack.

How Did We Help?

Silver Softworks identified the immediate and longer term challenges faced by SatVu and created a solution proposal that would address each of these challenges.

We gave SatVu the ability to market their Early Access Programme and track all interactions and associated sales and service. 

Salesforce Products & Solutions Implemented

Marketing Cloud Account Engagement (Pardot):

Track ROI, open/click rates. Track and understand social campaigns. Engagement Studio campaigns (customer journeys), email templates, landing pages, form handlers, segmentation lists, automation rules. 

Leads: Lead Management

Web-to-Lead automation upon Contact Us form completion on website. Ability to capture KYC details and prioritise Leads based on a calculated score.

Opportunities: Pipeline Management

Distinguish between Net New, Reseller and Renewal opportunities. Separate sales processes for B2B, B2G and expansion of existing business. Multi-currency, Collaborative Forecasting & quota/target tracking. 

Salesforce CPQ: Automated Quoting

Configuration of Products, Price Books & Bundles including product features, options and additional variables. Ability to sell products with a token system (allocated in the CPQ contracting process).

Contract Management: Amendments

Allowing users to easily add new products to an existing contract or remove them mid-term.

Contract Management: Automated Renewals

Automatically generating renewal opportunities in the system, including any relevant CPI increases or product price changes.

Approvals Processes: Contract Approval

Trigger manager approval for additional validation and approval for quotes where discretionary discount crosses a set threshold.

Docusign: e-Signature

Allowing customers to instantly sign their contracts electronically, and automatically close win opportunities within Salesforce on signature.

Revenue Recognition: Custom Solution

A custom solution built to enhance Salesforce CPQs default functionality, meeting Sat Vu’s advanced revenue recognition requirements. ARR & MRR calculation.

Service Cloud: Case Management

Automatic creation of cases via email-to-case and web-to-case, including case assignment, support processes, and Service Console setup. 

Service Cloud: Service Level Agreements

Ensuring that Service Level Agreements are met for opened cases, including case escalation rules for at-risk cases.

Analytics: Reports & Dashboards

A suite of reports and dashboards providing analytics across the solution, including sales pipeline, service cases & SLAs and revenue recognition. 

How Do We Continue to Help Sat Vu?

As one of our managed services customers, Satellite Vu continue to benefit from an ongoing collaboration with our consulting team.

With around the clock access to our certified team, Satellite Vu are able to implement continuous improvements on their Salesforce instance and ensure the system is always up to date, as well as being able to implement new processes and products quickly to keep up with their rapidly changing business.