CLX Media Case Study

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In 2013, we executed a full integration of our CLX software platform for a large digital media company.

What follows is a detailed look into the process and outcomes.

Case Study

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The Partner is a US-based media provider.

They are a prominent company in the local marketing industry, providing a diverse range of lead generation and advertising products to their customers.

With over $300 million annual revenue brought in through a 200+ person sales staff, they operate on a national scale.

The Partner Profile.

A recognized leader in media.

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As an established company that has been successful for decades, our Partner has a profitable formula for selling media. The last thing they needed was a complete system overhaul to knock them off course.

They required a solution that could improve the way they sold, fulfilled and reported on their digital products in order to increase profits. We worked closely with the Partner to identify the main issues.

• The process of adding new products and vendors required expensive and tedious system integrations—limiting competitive flexibility.

• Customer and product data could at times become disorganized among various departments and applications —including a legacy billing system and modern CRM.

• Across their multiple vendors, some products required a paper order form, while others required processing through a disconnected electronic platform. Either way, their operations team was overburdened

by an order fulfillment process that involved eight different vendor systems and three legacy systems. As a result, the time from customer sale to delivery could run 6-12 weeks, creating delayed billing, high cancel and non-payment rates, and increased churn.

• Product reporting was a burdensome task because each of their vendor products had its own reporting framework. For a glimpse into the performance of a single customer’s products, a Sales Rep often had to log into eight different systems, and they possessed no integrated single view to share with customers.

• The Partner wanted structures in place for gathering business intelligence from product performance reporting and customer data. They hoped for a business intelligence system that could work with their legacy systems to further refine their product suite, grow overall customer lifetime value, and determine what new products they offered potential customers.

How can we make the Partner more profitable?

The Business Challenge.

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We were selected to implement CLX to streamline the Partner’s operations across five different elements: sales, order entry, order fulfillment, reporting and change management.

Tasked with integrating eight of their digital products offerings, their Salesforce CRM, legacy data systems, and their proprietary billing system into our cloud—our solution allows the Partner to streamline and manage their operations from our intuitive mobile interface.

Working closely with our Partner’s Product, Business, Sales and Technology teams, we utilized CLX’s REST API to securely transmit data bi-directionally and in real-time. The implemented technology uses the most up-to-date open-source technologies, and data is protected through redundant storage at multiple physical locations. OAuth and granular access controls form strong and configurable security layers between systems.

Streamlined operations through CLX.

The Solution.

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Effective project management ensured deliverables and timetables were met without disrupting the Partner’s current business operations.

Coordinated testing and release procedures ensured systems were in-sync and deployments were released with no impact to existing clients or lines of business.

Weekly status reports augmented daily SCRUMs to ensure deadlines were met and progress was clearly reported throughout both organizations.

In parallel, we worked with a leading global consulting IT firm, contracted by the Partner for a related deliverable, to ensure seamless and effective integration with their simultaneous project.

Complete integration in two months.

Project Delivery.

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CLX integration was completed for the Partner in less than two months. With CLX in place as the Partner’s operations backbone, the immediate benefits could be summed up as follows:

• CLX utilizes REST API—the leading standard for cross-platform integration—allowing the Partner to add new products and vendors to their product suite in a fraction of the time it used to take.

• With customer and product data stored in the cloud and made accessible through a simple interface, there is a single source of truth among the Partner’s various departments. With successful legacy billing system and Salesforce CRM integration, all vital applications are now working collaboratively in an enhanced environment.

• The Partner now has a streamlined fulfillment process that significantly cuts down on data input, improving accuracy and turnaround time. The new fulfillment process means all the Partner’s different teams are in-sync with real-time accuracy.

• With a comprehensive cross-product analysis dashboard at their disposal, the Partner is now able to provide real-time product performance insight to their 55,000+ customers—all at a single glance.

• With their Salesforce CRM integrated with the platform, salespeople have the support they need to sell more and sell faster—all from a mobile interface that works on any device. CLX builds intelligence off of sales data, which is then utilized by the Partner’s sales team to inform selling and process plans, and current customer lifecycle management.

Next-level support with seamless integration.

The Results.

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For the upcoming year, the Partner projects a multi-million dollar cost savings and a margin improvement of 10 points as a result of CLX integration.

The Financial Outcome.

Improved efficiency that pays dividends.

Schedule a demo today.

Andy Vogel424.901.1052

[email protected] S Flower St

Los Angeles, CA 90015