Scaling SaaS companies often struggle with forecast variance and revenue misalignment. This case study shows how Proso AI redesigned Salesforce forecasting architecture to deliver predictable growth and financial control.

By aligning Microsoft 365, Oracle, and Salesforce with warehouse operations, the company eliminated inventory blind spots and strengthened financial governance.

A UK-based e-commerce retailer integrated Microsoft Dynamics 365 with its Warehouse Management System to enable real-time order synchronization, operational visibility, and scalable fulfilment performance.

A global logistics and freight management company operating across 18 countries was experiencing operational slowdowns between shipment completion, billing approvals, and customer invoicing. As shipment volumes increased, finance teams struggled to validate delivery confirmations, regional operations teams relied on spreadsheets to track billing readiness, and leadership lacked real-time visibility into revenue recognition delays.

A multi-hospital healthcare network faced growing delays in finance and procurement as patient volumes and regulatory demands increased, slowing approvals and reducing visibility across requisitions and vendor commitments.

A mid-sized manufacturer reduced procurement delays by using lightweight integrations to automate approvals, improve visibility and traceability, accelerate purchasing cycles, and keep Oracle ERP upgrade-safe.

Manufacturers face long sales cycles, complex distribution networks, and heavy reliance on legacy tools. But what if the solution to lost opportunities and inefficiencies was as simple as rethinking their CRM?

Inventory headaches are profit leaks. Here’s how mid-sized retailers use ML to plug them.

The key priority of the project was to provide a consolidated budget approval process to the Client.

The primary objective was to transform the finance department and set management controls for the mid-size organization.

The key priority of the programme was to provide efficient and effective automated Prospects to Lead Management System to the Client.

Pardot Campaigns are thematic touchpoints similar to source. Pardot Campaigns are used to track prospect's first touch and each prospect is associated with only one Pardot Campaign.