TheyDo’s Journey to Scalable Subscription Management
About TheyDo
TheyDo is a leading platform that helps businesses enhance customer experiences by aligning strategy, planning, and execution. Trusted by global brands, it centralizes customer journey management, fosters team collaboration, and tracks key metrics like NPS and CSAT.
The Challenge
To Integrate subscription management into their Salesforce CRM.
TheyDo was striving to become a more data-driven company, aiming to improve customer experience through better data management. Their objective was to develop a customized cloud-based model that would centralize all their information, apply best practices, and strengthen their customer relationships.
We partnered with TheyDo to integrate subscription management into its Salesforce CRM and unify all lead, opportunity and subscription processing in one place.
The Solution
We developed a customized solution that ensures seamless operations and smarter customer interactions.
Centralized Subscription Management in Salesforce
By consolidating subscription management into Salesforce, Cloudgaia eliminated manual processes and data silos. This shift not only streamlined workflows but also ensured that all subscription data, from leads to renewals, was easily accessible in one centralized platform. This made it easier for the team to track and manage subscriptions without relying on multiple tools, significantly increasing efficiency and reducing the risk of errors.
Scalable Subscription Model and Pricing Integration
We designed a scalable subscription model that integrates seamlessly with Salesforce. This model allows TheyDo to make faster, data-driven decisions by providing real-time insights into their subscription landscape. Additionally, we implemented a pricing module that unifies the pricing model across new businesses, renewals, and existing clients. This integration enables smarter pricing decisions and supports flexible growth as TheyDo’s business evolves.
Migrated Historical Data and Optimized Agentforce Sales (fmr. Sales Cloud)
We migrated historical subscription data into Salesforce, creating a robust and relational database ready to support future scaling. This migration ensured that TheyDo could leverage all their past data without disruption. In addition, we implemented Agentforce Sales to optimize and scale their sales processes. This included enabling discount request and approval workflows, automatic ARR delta calculations for commissions, and integrating opportunities with subscriptions to streamline the sales cycle.
Delivering exceptional results
Increased time efficiency
Better data quality
