A Trusted Sales Data Foundation for Better Decisions at Concentrica

The cost of not reaching out to the client at the right time, is an opportunity missed. Our client, Concentra Analytics, is a fast-growth SaaS company with award-winning software products, platforms and services that enable businesses to capture, manage, and analyze data to improve their operations and execute strategies more effectively.

They had their hands full with their legacy CRM system. With an award-winning SaaS platform, their demand grew at breakneck speed, but sales teams struggled with outdated workflows, inconsistent data, and tools that were expensive to maintain yet difficult to use.

To break free from this chaos and scale sustainably, Concentra Analytics needed a partner like Ascendion who enabled them to capitalize on all the leads, clarity in their pipeline and growth in their bookings. In short, they had to remove paperwork that multiplied like weeds, stealing precious time from revenue-generating pursuits.

Ascendion partnered with the client to modernize their sales operations using Salesforce as a unified enterprise cloud platform. The goal was simple: bring every step of the sales journey into one system, and make it easy for teams to use. 

Salesforce was implemented as a single source of truth, connecting lead management, quoting, orders, and documentation within one platform. Salesforce CPQ enabled sales teams to generate accurate, compliant quotes directly in Salesforce, eliminating manual errors and reducing turnaround time. Multiple quote templates were designed to automatically adapt to different customer needs, ensuring accuracy without added effort. 

Beyond quotes, Salesforce streamlined forecasting and reporting, giving leadership real-time visibility into pipeline health, revenue, and budgets. By automating routine administrative tasks, the platform allowed sales teams to focus on what mattered most: closing deals and driving growth.