Case Study: The Predictive Index accelerates revenue recognition and partner operations with OpFocus and Salesforce

The Predictive Index slashes reconciliation efforts by 70% with OpFocus

The Predictive Index, a talent optimization company, faced challenges supporting its ambitious growth goals due to inefficient partner management and manual operations. With limited visibility into partner behavior and a cumbersome 72-hour process for provisioning client licenses, they needed a solution to standardize the customer journey and accelerate revenue recognition. They engaged OpFocus to implement a solution using Salesforce.

OpFocus implemented Salesforce Sales Cloud, CPQ, and Service Cloud to create a unified Partner Community and automate key processes. This provided The Predictive Index with complete visibility into partner performance and streamlined operations. The results were significant, including reducing the time to provision software licenses from 72 hours to seconds and cutting the monthly royalty reconciliation effort by 70%. Additionally, overdue invoices were slashed from 30% to less than 4%, greatly accelerating revenue recognition.

The Predictive Index