The Challenge
Ramp, the fastest-growing corporate card and spend management platform in the US, was scaling rapidly. With growth came an increasingly complex web of internal sales and operations processes that relied heavily on manual work, spreadsheets, and disconnected tools.
Key pain points included:
- Sales teams spending 1,250 hours per week on manual email follow-ups
- Acount Executives spending time re-watching calls and tailoring emails by re-reading transcripts
- High operational overhead that was becoming a bottleneck to continued growth
Our Approach
SnapTask embedded with Ramp's internal teams to deeply understand their existing workflows before designing any solutions. Our process followed four key phases:
Discovery & Audit
We mapped every step of the sales and operations pipelines, identifying redundancies and finding automation opportunities.
Pipeline Architecture
We wrote a proposal mapping existing workflows to tangible time and money savings.
AI-Powered Automation
We worked closely with the sales team to automate the highest-priority workflows, shipping a solution that balanced quality, cost, and efficiency.
Testing & Rollout
We ran parallel testing with Ramp's team, iterating based on real feedback before full deployment. Comprehensive documentation ensured smooth handoff.
The Results
The impact was measurable from week one:
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