Case story · Approvals

One discount. Days of waiting.

How a mid-sized B2B company took approval time from days to hours.

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Before
RepManager?Finance?
Days
After
RepApprover
Hours
Steps nobody can explain
Every discount waits in the same chain

The situation

A mid-sized B2B company ran every discount through the same approval chain. A quote waited days for a yes.

Nobody could say why some of the steps were there.

How we work

Fewer steps. Faster yes.

1
Map it
Who approves what, and why
2
Find the overlap
Steps nobody can explain
3
Decide one owner
Keep only steps with a reason
4
Change safely
Rebuild the rest in tested steps

You keep the map and the findings either way.

What changed

Hours
Approval time fell from days to hours

From our client work

Try it this week

Check your approvals.

Pick your longest approval. Walk it from request to yes.

Steps
Count them
+
Approvers
Count them
+
Reasons
Count them

Any step you cannot explain is a step to question.

The Org Review

We clean up messy Salesforce orgs, approvals included. Quote-to-cash is our specialty.
$3,500
USD, from, fixed fee
  • Agreed before work starts
  • You keep the findings either way
Talk to usDownload the PDF