Place

#ICYMI: In today's competitive market, merging sales and billing is a must. Here's why: 🌟 Immediate Revenue View: Enables accurate forecasting. 🌟 Quick Cash Flow: Speeds up invoice creation and payments. 🌟 Error-Free Billing: Eliminates manual entry mistakes. Hear from experts Brandon Metcalf, Brian Pulsipher, and Neil Schulman for an in-depth discussion. Link in comments. #UnifiedSalesBilling #QuickCash #ErrorFre

Cash Management is not one of the top subjects B2B SaaS founders want to discuss, but critical to start-up survival and success. Brandon Metcalf learned the in's and out's of Cash Management as a multiple-time founder and CEO. As a result, he recently founded Place to help early-stage CEOs and CFOs use automation and technology to better manage cash across every stage of growth and every function in a company.Place If you are a B2B SaaS founder, CEO, or CFO or considering launching a start-up in the future, understanding the importance and techniques to optimize cash management is a concept that Brandon provides excellent ideas and insights throughout our conversation. Listen now on https://lnkd.in/eHSqbwTZ

Check out the recent episode of Fireside with a VC - Host Andrew Romans, speaks with Place CEO Brandon Metcalf about his experience working in the Salesforce ecosystem and all the recent developments at Place. Tune in to learn about: ⇢ Place Revenue for CPQ - finishing the last mile for Salesforce ⇢ Unique insights on effectively leveraging and partnering with Salesforce ⇢ RevOps, operational connectivity, and keys to startup success – from both the founder and investor perspective ⇢ Place’s ability to listen to the market and adapt to customers' needs You can find a link to the episode in the comments below! #revops #salesforcecpq #podcast

Scalable 📈, repeatable 🔁 revenue generation is the goal of any business. None are more vital to this overall process than the activities of the Revenue and Finance teams. Keeping these two functions aligned can be a challenge. They can often have competing priorities, a misunderstanding of what the other’s role is, and tracking entirely different metrics. In our recent blog post, learn how RevOps teams can help bridge the gap between finance and revenue teams and help maximize efficiency and drive business growth. Link in comments!👇🏽👇🏽👇🏽

Whether it’s larger buying committees, higher stakes for customer retention, or more decision-maker turnover, the complexities involved for sales teams to grow revenue have skyrocketed. 🚀 But when one industry struggles, another emerges to make things easier. 🧘 Our e-book, “Mastering Sales-to-Cash: The Complete Guide for RevOps,” will help you understand, spot, and fix inefficiencies within sales-to-cash workflows. Check it out to level up your RevOps game! 📈 Link in comments. #revops #b2bsaas #salesforce

RevOps teams are a vital cog in the GTM machine 💪🏽 Last week, we looked at the crucial post-deal activities that RevOps should be taking—after this part of the process, there’s still more work to be done. In our most recent blog post, we’ll help you understand what the rest of the workflow looks like, and dig into each individual step along the way. (Link in comments) This workflow is called Sales-to-Cash, sometimes known as Order-to-Cash. Following the process necessary after a won-deal, the other four steps include: 👉🏽 Invoicing 🧾 👉🏽 General ledger 📒 👉🏽 Payment processing 💵 👉🏽 Ongoing reporting & analysis 📊 Over the next few weeks, we will be digging into each aspect of this workflow. Covering each one and exploring why they're all individually important to the overall process, how things can go wrong, and how best to optimize them. Be sure to check back next week when we take a deeper look into invoicing. #saas #b2bsaas #revops

Sales-to-cash inefficiencies can plague any SaaS business. Learn how integrated revenue cycle management inside Salesforce transformed how Continu and EliseAI manage subscriptions and bridged the gaps between revenue and finance. Explore their success stories in our latest blog post (Link in comments) 👇🏽 #saas #revops #salesops

🎯 Are you running RevOps in Salesforce? Watch out for these three challenges. 1️⃣ Data Silos: Fragmented data can derail your RevOps, leading to missed opportunities. 2️⃣ Complex Customization: Over-customizing Salesforce can make your system hard to manage, impacting efficiency. 3️⃣ Compliance Issues: Navigating ASC 606 and IFRS 15 can be tricky, risking non-compliance penalties. 🌟 Quick Fixes: - Unify your data strategy. - Limit customizations to essentials. - Regularly audit for compliance. 👇 What's your biggest challenge with RevOps in Salesforce? Drop a comment below and let's discuss solutions. #RevOps #Salesforce #Challenges #SaaS

If your SaaS business uses Salesforce and your subscription management software isn’t Salesforce native, you’re wasting time and money. Solutions such as Maxio require custom solutions and third-party system workarounds to get Salesforce to work as expected. On the other hand, Place is built in Salesforce, so it integrates seamlessly and allows you to sell more, collect cash faster, and get the clearest picture of bookings, billing, and revenue. Check out the Place versus Maxio vendor comparison to learn more (Link in comments) 👇🏽 #salesforce #subscriptions #b2bsaas

In a recent conversation with Place CEO and founder Brandon Metcalf, VP of Finance at Continu Brian Pulsipher, and Director of Sales Operations at EliseAI Neil Schulman, the trio explained how Salesforce helps break down silos between their finance and revenue teams, Learn more about how consolidating revenue cycle management into one environment increases visibility, decreases complexity, and improves understanding so revenue and finance teams are aligned throughout the sales-to-cash process 👇🏽 Link in the comments. #salesforce #revops #saas