Case Study: Inova achieves seamless sales-to-implementation and better revenue forecasting with Setuply

Inova Gains More Seamless Transitions & Better Revenue Forecasting with Setuply

Inova, a premier provider of integrated payroll, HR, and benefits solutions, faced challenges with a disjointed and manual process for transitioning customers from sales to implementation. This lack of integration between their CRM and client onboarding systems created communication strain, operational overhead, and limited visibility into revenue recognition and product delivery costs. To address this, they turned to the vendor Setuply.

Setuply implemented its platform to create a strategic bridge between Inova's CRM and the onboarding process, automating data flow and eliminating manual entry. This integration provided Inova with hyper-granular financial insights, leading to more accurate revenue forecasting. The results included a 69% increase in projects going live, a 76% rise in deals moving through implementation, a 44% reduction in stalled projects, and a 16.5% reduction in employee turnover, significantly enhancing operational efficiency and financial decision-making.

Inova

Coray Grove

Chief Revenue Officer