CloudMyBiz
10 Case Studies
A CloudMyBiz Case Study
Rewards Network, a provider of working capital and marketing services to more than 25,000 restaurants, had been using Salesforce for nearly a decade with only minimal updates. After TowerBrook Capital Partners acquired the company, the team needed to improve user adoption, data integrity, forecasting accuracy, reporting, and overall departmental performance as they prepared for growth and integration of new offerings.
CloudMyBiz partnered with Rewards Network’s IT team to optimize their Salesforce instance, aligning business processes, improving the data model, and building a more scalable, user-friendly system. CloudMyBiz also helped implement training and engagement processes for admins and remote sales teams, resulting in better adoption, automated rules of engagement, improved planning and reporting, more collaborative workflows, and dynamic assignment based on market changes.