Customer Success Story

How Bolt Data Doubled in Size and Revenue in Under 18 Months with Klient PSA

A leading SaaS enterprise with an innovative IoT solution.

Bolt Data is a highly respected SaaS (Software as a Service) company known for its cutting-edge solution, Bolt Data Connect. This innovative Salesforce application provides real-time data from IoT (Internet of Things) assets.

By leveraging the Salesforce platform, Bolt Data Connect can enhance asset reliability, lower service delivery costs, explore new revenue streams, and overcome complex business challenges.

In addition to its product, Bolt Data also offers a comprehensive suite of professional services. These tailored services assist clients with Salesforce implementation, solution enhancements, integration, and adoption.

The Challenge

Labor-intensive workflows with unreliable data.

As a company at the forefront of IoT solutions, Bolt Data faced the challenge of effectively managing diverse teams with different areas of expertise and many stakeholders. Despite being users of Klient PSA (Professional Services Automation) for several years, Bolt Data’s teams gradually deviated from using the platform and reverted to using scattered spreadsheets, resulting in data inconsistencies and time-consuming manual processes. This labor-intensive and decentralized approach led to a lack of trust in the data and prevented their ability to plan manpower effectively, therefore impacting overall profitability.

“We encountered significant difficulties in converting bookings to revenue. It was crucial to have accurate data to ensure appropriate staffing levels and accurately predict and achieve revenue targets months in advance.”

The Solution

Klient PSA reboot: streamline every process and leverage the power of a single source of truth across the organization.

At this point, Bolt Data reached out to Klient and their professional services team to reboot the entire implementation of Klient PSA. The objective was to eradicate reliance on spreadsheets and create a seamless integration with their Sales, project management, delivery, and finance processes.

1. Discovery stage

   We discussed with their team to evaluate their need and set the scoping of the project.

2. Software configuration

   Our expert proceeded to the installation of the Klient PSA platform.

3. Collaboration workshop

   We invited Bolt Data’s team to learn more about Klient features.

4. Training & adaptation support

   Bolt Data’s team adopted Klient PSA with support from our Klient expert and Klient Champions at Bolt Data.

“Working with Klient was a breeze. They helped us overcome resource limitations, built an executive dashboard, and simplified collaboration with Sales. Klient made it fun and easy!”

The Outcome

Achieving revenue growth and streamlined operations.

Both the executive leadership team and the Sales department have embraced the system and diligently implemented it. The entire organization now benefits from accurate information and has said goodbye to spreadsheets for good. Bolt Data now enjoys a 360-degree view of its operations, pipeline, staffing, and revenue.

“Klient advisor Jeremy Watso grasped how Bolt Data operates and crystallized their leadership vision of a bright operational future.”