How Caring Unlocked $351K in Savings and 7.5x ROI with Spendflo

"We didn’t have a uniform procurement process—just a big spreadsheet and missed renewals. Spendflo changed all that from day one"
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- Margarita (Rita) Pleskevich, Senior Accountant, Caring

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The Company

Founded in 2007, Caring is a leading online destination for people seeking information and support as they care for aging loved ones. Faced with escalating costs and limitations of their existing enterprise CRM solution, Caring sought a more scalable and cost-effective option to streamline their operations.

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The Challenge

Lack of Visibility and Operational Inefficiency

‍Caring’s B2B marketing and sales teams, lacking in-house CRM consultants, struggled with the complexity of their existing solution, leading to limited visibility into tool usage and customization options, excessive manual effort, and reduced productivity.

Chaotic Procurement and High Costs

Not only were they grappling with high operational costs from their old CRM, their procurement process was fragmented as well. The lack of clear ownership and strategic vendor management led to overspending and misaligned renewals.

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How Spendflo Helps

Optimising a Pre-Evaluated CRM for Operational Efficiency

Caring’s internal teams had begun evaluating alternatives to their enterprise CRM and had shortlisted a marketing CRM as their preferred option. The consumer-facing team made the final platform decision independently, while the B2B team brought in Spendflo for expert guidance on pricing strategy and deployment planning. Spendflo helped optimize the commercial structure, ensuring the final CRM transition delivered maximum ROI. By aligning procurement timelines and unifying the platform across teams, Caring achieved better visibility, automation, and real-time tracking.

Embedded Procurement Services 

Spendflo’s procurement services provided Caring with a dedicated team that took charge of vendor negotiations and renewals. By involving key executives at critical stages, Spendflo successfully negotiated a 62.3% discount on the new CRM’s initial pricing. Additionally, the vendor agreed to waive $40,000 in migration costs and offered favourable net 60 payment terms, ensuring budget flexibility.

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The Spendflo Benefit

While Caring independently evaluated CRM solutions, Spendflo’s partnership on pricing strategy and vendor negotiations helped drive down costs and ensure a smoother procurement experience.

• Savings: $351,868 in total contract savings, including $40,000 in waived migration fees.
• Future Scalability: An additional $240,000 in licence savings during the 2024-2026 term.
• Unified Operations: A single platform for both B2B and B2C teams, improving efficiency and eliminating operational fragmentation.

Spendflo’s hands-on approach and embedded procurement services helped secure 7.5x ROI with $350k savings, setting Caring up for future scalability and operational success.

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Looking Ahead

As Caring scales, the focus is on building a procurement model that’s cost-efficient and future-ready. Partnering long-term with Spendflo, the team aims to fully centralize both SaaS and non-SaaS contracts and increase cross-departmental visibility into spend. By embedding best practices, optimizing renewals, and using Spendflo’s data-backed insights, Caring plans to strengthen vendor negotiations, tighten compliance, and maximize savings—paving the way for efficient, scalable growth.

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