Industry
Telecommunications
Country
United States
Licenses
50
Go-live
August 2025
The challenge
What they came to us with
Taara lacked a unified view of pipeline, logistics, and product uptime — three teams answering the same questions from three different places.
Terminal hardware was tracked in disparate spreadsheets that required manual updates, and board-level reporting was pulled by hand every quarter.
There was no outbound prospecting infrastructure and no ICP-based lead enrichment workflow.
Our approach
How the work was sequenced
Phase 01
One source of truth
Built a Salesforce sales and customer success platform that became the central record for pipeline, logistics, and product reliability.
Phase 02
Shipment tracking inside the CRM
Shipment request tracking gives sales and logistics real-time terminal status and delivery estimates without leaving Salesforce.
Phase 03
Board-ready reporting
Automated dashboards for uptime metrics, active customer counts, and product utilization replaced the quarterly manual pull.
Phase 04
Outbound infrastructure
Integrated Clay for ICP scoring and lead enrichment across four target verticals.
The results
What changed
Spun out of Google X
A new company standing up its commercial engine from scratch.
Countries with deployments
Global logistics and pipeline visible in one platform.
Between Taara terminals
Hardware in the field, tracked in the CRM instead of spreadsheets.
What's next
Extending enrichment and scoring across additional verticals as deployments expand.
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