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Place Technology

Making Place Technology the Place to Scale Your Business

Case study for EliseAI detailing their success using Place’s Salesforce-native solution for improving contract management and renewal processes.
Quote from Brandon Metcalf on the challenges SaaS businesses face with Salesforce customizations, offering Place as a third-party solution.

Background

Place Technology is a Texas-based B2B SaaS company with a signature solution built directly in Salesforce. The company provides a RevOps solution that assists with subscription management, revenue, billing, forecasting, planning, metrics, and analysis—all designed to help companies scale profitably and efficiently.

Place Technology needed an informative way to highlight its value to prospective customers, combining compelling visuals and concise, persuasive copy to motivate action. The company turned to SmartBug Media® to create case study-style sales sheets that would establish credibility with data-driven success and convert more leads.

Thanks to our team of experts, Place Technology has fully designed collateral that highlights the perks of its EliseAI in a way that resonates with audience needs and pain points. Readers are driven to book a demo through a strong call to action that makes their path to success clear.
Place’s Salesforce-native solution benefits EliseAI by providing flexibility, real-time reporting, and improved billing processes. Future plans for EliseAI to leverage Place’s scalability and reporting capabilities, encouraging users to book a demo for deeper insights.

Balancing Aesthetics and Functionality

Marrying appealing design with functionality and readability can be difficult. SmartBug set out to toe the line between form and function while still highlighting expertise that gives Place Technology credibility.

3D icons of a calendar, financial documents, bar chart, and circular arrow with a dollar sign, representing financial and subscription management.

Drawing Attention to Data

The proof is in the numbers, and Place Technology had some pretty impressive ones to amplify their story. SmartBug’s designers crafted a graphic callout to draw readers to these points, helping to set up both the challenges and solutions sections of their sales sheets.

Challenges faced by EliseAI with manual billing and complex customizations, highlighting the need for better visibility and flexibility in Salesforce. Testimonial from Neil Schulman of EliseAI on how Place improved data integrity and provided a single source of truth for revenue data.

Improving Content Flow

It’s easy to get lost in a sea of information, so formatting is vital. When it came time to lay out the content, we created breakout graphics to add visual interest, break up the copy, and emphasize data. 

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