Ray America Inc. was struggling to scale their U.S.-based sales and service operations. Sales, customer service, and field service weren’t collaborating effectively. As a result, customer experience suffered, customer churn increased, and costs were rising. Ray America Inc. needed a way to break down operational silos, replace manual processes, and leverage their customer data.
In a highly competitive industry, Ray America Inc. faced significant challenges in scaling sales and service operations. The synergy between sales, customer service, and field service was lacking, resulting in a compromised customer experience, increased churn, and escalating costs. Ray America Inc. recognized the need for a streamlined process, as communication gaps between departments hindered efficiency. The existing pipeline tracking system was outdated and challenging to update, while pricing management for different clients proved more intricate than necessary.