Industry
B2B SaaS
Engagement
Quote-to-cash
Timeline
One quarter
Key result
Shared close numbers
The challenge
What they came to us with
Finance and revenue teams worked from different numbers. Every month required manual reconciliation between the CRM and billing before anyone could trust a report.
Pricing and approvals lived partly in process, partly in people's heads, so renewals surfaced surprises late.
Our approach
How the work was sequenced
Focus 01
Structure pricing and approvals
Products, price books, and discount thresholds defined in the CRM so quotes are correct before they leave the building.
Focus 02
Wire CRM to billing
Order and invoice data connected so the revenue recorded in finance ties back to the opportunity that created it.
Focus 03
Renewal data that holds up
Contract terms and renewal dates structured for forecasting instead of reconstructed each cycle.
The results
What changed
Set of numbers
Finance and sales close the month from the same source.
Reconciliation removed
Monthly CRM-to-billing cleanup replaced by structured data.
Renewals
Terms and dates modeled so renewal pipeline is visible in advance.
Their turnaround time is fast, and the quality of their work is consistently excellent.
What's next
Next up: usage-based pricing scenarios and tighter forecast tooling on top of the clean quote-to-cash foundation.
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