Connect to AD
Brandable supports Connect to AD with end-to-end business development, managing leads, demos, proposals, contracts, renewals, vendor onboarding and customer coordination.
(YEAR)
2025
(TIMELINE)
Ongoing · 18+ months
(SERVICES)
Business Development
Sales Operation
CRM Management
Connect to AD operates in a highly technical B2B environment, helping organizations connect UKG with Active Directory and Microsoft Entra ID. As the business continued to grow, the commercial process needed to keep pace.
The challenge was to create structure across the entire customer journey — from initial enquiries and technical demos through proposals, procurement, contracts, implementation and renewals. Each opportunity can involve multiple stakeholders across HR, IT, procurement and finance, often with different requirements, timelines and approval processes.
At the same time, existing customers needed consistent renewal management and proactive communication to prevent service interruptions and maintain long-term relationships.
Brandable became an extension of the Connect to AD commercial team, taking responsibility for day-to-day business development and sales operations across the customer lifecycle.
We manage inbound and outbound opportunities through the CRM, qualify prospects, coordinate technical demos and proof-of-concept sessions, prepare quotes and commercial proposals, and manage follow-ups through the decision-making process.
Our work also extends beyond the initial sale. We coordinate MSAs and SOWs, procurement requirements, vendor onboarding, purchase orders, invoices and payment follow-ups, while working closely with the technical team to transition new customers into implementation.
For existing customers, we manage the renewal pipeline, monitor licence expiration dates, prepare multi-year renewal options and coordinate temporary licences where required to prevent disruption.
The result is a structured commercial operation that connects sales, administration, implementation and customer retention into one continuous workflow.
The partnership has given Connect to AD a dedicated commercial function capable of managing opportunities from first contact through long-term account management.
Brandable now supports a sales ecosystem serving hundreds of organizations, while maintaining structured communication across prospects, existing customers, technical stakeholders and procurement teams.
The process has also created greater visibility over the sales and renewal pipeline, improved consistency in commercial follow-up, and reduced the risk of opportunities or renewals being lost because of administrative bottlenecks.
Most importantly, the model allows Connect to AD's technical leadership to remain focused on the product and implementation while the commercial operation continues moving forward.
400+
Customers Across The Platform
95%
Customer Retention
18+ Months
Embedded Commercial Partnership
“
Working with Brandable felt truly personal.The process was seamless, the design was stunning, and every detail had purpose.
Stefan Asseg
Founder at FlatOut Solutions
