Case Study: a leading business data & intelligence company processes 2,300+ cancellation cases without intervention with Unframe

Leading Business Data & Intelligence Company automates 2,300+ cancellations with Unframe

A leading business data and intelligence company faced a significant challenge as its Finance Operations teams were manually processing thousands of product cancellations per year. This workflow, which involved coordination across RevOps, Billing, and the General Ledger, took hours to days per case and was prone to errors. With a global Salesforce Revenue Cloud rollout on the horizon and volume projected to quadruple, this manual process was no longer viable. The company turned to Unframe for a solution.

Unframe deployed an AI-powered cancellation automation solution on Salesforce Revenue Cloud. This provided a fully automated workflow from case intake to close, handling both full cancellations and partial cancel-and-replace scenarios. The solution achieved over 95% accuracy and allowed the company to process more than 2,300 cancellation cases per year without manual intervention. As a result, Unframe's platform enabled the absorption of a fourfold volume increase without the need for additional headcount.