Reduced operational overhead 10X while improving revenue reconciliation and unlocking service innovation


Business Services

Customer Story

Company profile

Founded in 1999, ServiceSource provides services for B2B companies with expert, technology-enabled solutions, and best-practice processes to some of the most iconic companies in the world.


Business Services


Customer Success, Revenue Growth, Industrial IoT Sector, Predictive Analytics

Company size

1,001-5,000 employees

Tech stack

Salesforce Platform

Sales Cloud

Service Cloud

Business case

ServiceSource brings the world’s greatest brands closer to their customers by acting as an extension of their go-to-market teams. They were looking for a better way to unify, govern, and act on their CRM data across 100+ salesforce instances worldwide. Essentially, to build a Digital Chain of Custody for our sensitive data across 170 countries.

Technical needs

  • 360° Customer Visibility
  • Auditable Customer Invoicing
  • Multi-Org Data Management
  • Predictive Analytics

Key outcomes

  • 10X Reduction in Operational Overhead
  • Months Saved in Manual Effort
  • Increase in Revenue Upside
  • Unlimited Pattern Recognition

The challenge: before GRAX

Servicesource encountered over 10+ silos of data that was affecting their decision-making abilities across all of their Salesforce Orgs. ServiceSource also needed GRAX to open up the ability for them to safely embed their teams directly into their clients’ Salesforce environments while imposing stringent, complex, and fully auditable data governance practices.

The solution

Explore the products that ServiceSource is using to adapt faster

The results: after GRAX

By implementing their Digital Chain of Custody, ServiceSource moved away from overly manual processes to a model that facilitates revenue optimization. With the shift from data snapshots to an immutable ledger of all changes, ServiceSource easily meets stringent compliance regulations. They also enabled their progression up the analytics maturity curve into more predictive and prescriptive analytics. ServiceSource can now detect patterns in their data and draw strategic correlations that were previously hidden. This will drive continual operational improvements and increased value delivery for all their clients.

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The GRAX Advantage

GRAX allows customers to take complete ownership and control of their Salesforce data by capturing and storing it in environments that they own and operate. This creates the most effective way to meet the most stringent regulatory requirements by capturing and preserving 100% of their data’s Digital Chain of Custody.

GRAX delivers a significantly higher ROI than any alternatives

Alternatives + Add Ons* / DIY

*add ons are available at an additional cost

Our customers have reported

Operational overhead savings Icon

Operational overhead savings

Reduced customer churn Icon

Reduced customer churn

Money savings Icon

$50k annual savings

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Months saved in manual effort

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70% pipeline acceleration

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360° customer support


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