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Case Study

Obsidian HR automates their quote to cash process with Formstack document automation

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Increased efficiency

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Increased visibility
QUOTES TO CASH
How Obsidian HR takes charge with Formstack
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The Client

 
Obsidian HR is a full service Professional Employer Organization (PEO) based in Denver, Colorado. We help you hire, retain, and manage people day-to-day so you can stay focused on effectively managing, developing, and growing your business. We provide human resources, employee benefits, payroll and risk & compliance management services on an outsourced basis to small to midsize businesses.

The Problem

  • The Obsidian sales team had a cumbersome process of creating contracts that involved manually filling out a 25-page Word document, which was time-consuming and prone to errors.
  • This process took selling time away from the sales reps, reducing their productivity.
  • After the document was created, the information had to be entered into Salesforce, which meant the sales team had to enter the same data into two different formats, leading to the possibility of errors and omissions.
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    Limited Control

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    Limited Control

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    Limited Control

Obsidian - Problem Image

The Solution

  • The Aptitude 8 team used the complete Formstack for Salesforce package to provide a solution for document creation and overhaul the process.
  • Formstack Forms was used to capture necessary information for the sales team to create a document, strictly enforcing what data is needed to complete the contract.
  • Nested fields were included to capture specific information based on deal types and the data collected was automatically pushed into Salesforce via the Formstack/Salesforce integration.
Obsidian - Solution Image

The Outcome

What once used to be a laborious process has been transformed into one of ease. The Aptitude 8 team was able to both solve a big data problem and instead create data continuity for their leadership team. 

Not only does this new process free up precious selling time, but it also creates greater visibility into forecasting, reliable reporting, interactions from the signing party, tracked contract signature status and a better customer experience.
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Increased efficiency
Increased efficiency and productivity of sales reps by streamlining the process of document creation and management. 
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Increased visibility
Increased visibility by allowing all relevant information to be stored in one place - Salesforce

The Tools

Obsidian

Why Aptitude 8?
Obsidian HR
The Aptitude 8 team possessed not only deep Salesforce expertise, but also the lean and agile project governance mindset needed to produce a clean, efficient, and user-friendly solution for Obsidian.

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About Aptitude 8

Implement. Integrate. Optimize.

Aptitude 8 is a technical consulting firm that helps companies make their business process, and the tools they use to deliver it, a competitive advantage. In today's business environment, the experience your customers have when buying from you is just as important as what you're selling. We build it better.

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