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    Donors, grants, and workflows

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    Intake, contracts, and approvals
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    Quoting, claims, and renewals 

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Salesforce Renewal Automation for monday.com 

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Company overview

Monday.com is a leading Work OS that empowers your company to shape workflows in any way you want. Using no-code building blocks, Monday.com customers can organize any aspect of their business by layering industry-specific products on top of their Work OS. Monday.com gives you complete freedom to combine building blocks, like apps and integrations, to fully customize any process.

Industry: High Tech / Enterprise

Customer Since: 2021

Products: Titan Docs

Features: Document Automation

Challenge

Monday.com Automates 152K+ Customer Subscription Renewals

Monday.com wanted to renew customer subscriptions in Salesforce while ensuring all renewal information was sent accurately and seamlessly to clients. This was a tall order for a company with 152K+ customers!

To save both time and resources, Monday.com were looking to automate the entire renewal process. Even so, they couldn’t afford to skimp on quality, and the output had to be both visually appealing and personalized for each and every client.

With these aims in mind, Monday.com sought out the expertise of Titan in the hope that we could help them organize renewals in Salesforce on an impressive scale. Ultimately, Titan became an integral part of this undertaking.

“I think that this is a natural case for Titan. As the platform knows to take all the data from different sources
[and] create the logic we want. With all the complexity we demand, It took us only a few days to create.
So we received a very simple and cost-effective solution to a complex challenge.”

Alon Segal | Senior Application Developer at Monday.com

Solution

Titan Extends Salesforce Automation Capabilities for Monday.com

Monday.com called upon Titan to be part of creating this renewal management automation process in Salesforce. Once Monday.com acquired Titan tools, they were well on their way to automating and simplifying a highly complex process.

Impact

Titan and Monday.com for Smarter Salesforce Renewals

Synthesis: With Titan as one of their tools, Monday.com has been able to streamline and simplify complex renewal processes, making procedures easy for clients.

Collaboration: Through helping to automate Monday.com’s renewal process, Titan has enabled them to maximize delivery and focus resources and labor on aspects of the company that
need it most.

Purchase confidence: Titan saved Monday.com development time, mitigated manual human error, and played a crucial role in upgrading renewals and efficiency. This complemented Monday.com’s drive to provide customers with best-of-breed Work OS solutions as effortlessly as possible.

Room to grow: Both Titan and Monday.com are always growing and learning. The plan is to keep refining the customer renewal process so that clients get market-leading service.

Challenge Solution Impact

Workflows for Salesforce. Fast. Reliable. Connected.

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