Streamlining SaaS Management with a Salesforce-Powered AppExchange Solution
100%
No-code configuration for workflow setup and admin ease.
70%
Faster opportunity qualification process.
65%
Faster opportunity qualification process.
Overview
From scattered records to a single automated flow
What You Need To Know
Manual SaaS management leads to missed renewals, inconsistent tracking, and complex onboarding. SaaS Trac wanted to change that narrative by creating a Salesforce native solution that empowers teams to track subscriptions, upsells, and lifecycle stages, all from a central dashboard.
Why It Matters
The client needed more than just a custom app; they required a robust, AppExchange-ready solution that integrated easily with standard Salesforce setups, automated key business workflows, and provided sales teams with actionable insights via no-code tools.
What HIC Did
HIC Global Solutions delivered a custom Salesforce managed package with a dynamic LWC-powered UI, SPICED-aligned user journeys, and Bowtie analytics to visualize and streamline SaaS operations. The application was built with security-first architecture and passed the Salesforce Security Review, achieving AppExchange listing readiness
Challenges Faced
Bottlenecks slowing every hand-off
Manual SaaS Workflow Management
Renewal and expansion tracking relied on spreadsheets and reminders, leading to inefficiencies.
No Standardized Sales Methodology
The sales process lacked a guided framework, leading to inconsistencies across teams.
Limited Visibility Into Customer Journeys
No built-in analytics or dashboards to measure lifecycle performance and deal velocity.
AppExchange Readiness
Navigating Salesforce’s security review and packaging process was a new territory for the client.
About the Company
SaaS Trac is a forward-thinking SaaS platform aiming to help businesses manage subscription cycles, automate renewals, and monitor expansion opportunities. Their approach focuses on using CRM-native solutions to simplify internal operations and deliver value to their clients.
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Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
Custom Salesforce Application with Dynamic UI
A sleek, user-friendly interface for managing subscriptions, customer health scores, and key SaaS touchpoints.
Automation for SaaS Workflows
Configured automated flows for renewals, expansions, and lifecycle updates, reducing manual dependencies.
SPICED Sales Methodology Embedded
Custom fields, validations, and guided flows ensured adherence to SPICED across all opportunities.
Bowtie Analytics & Dashboards
Delivered insightful, visual dashboards tracking deal conversion, velocity, and lifecycle stages.
Point-and-Click Admin Configuration
Everything from field mapping to workflow setup was no-code, empowering admins without developer reliance.
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