Beyond Accounting and Finance Teams
TrueRev is a versatile financial operations platform designed to streamline the bookings, billings, and revenue management for small and medium-sized businesses (SMBs), particularly those using subscription models in the B2B space. TrueRev can also provide significant benefits to other departments within a company, including Sales, Customer Success, and Product teams.
Sales and Marketing
TrueRev offers detailed insights (and robust calculations) into customer behaviors, such as upsells, downsells, and churn rates. These metrics are of tremendous benefit to any SaaS company. By syncing with CRM systems like Salesforce, TrueRev ensures consistent and accurate customer data, enabling more personalized and data-driven marketing campaigns. This integration helps align sales and marketing efforts, ensuring a seamless customer journey from acquisition to retention.
Customer Success and Support
TrueRev automates contract renewals and tracks contract events such as upgrades or cancellations. This helps customer success teams proactively manage customer relationships, reducing churn and improving satisfaction. Most importantly, it optimizes cash flows! The platform tracks key subscription metrics, providing real-time data that can be used to identify customers at risk of churn or those who may benefit from upsell opportunities. This allows for timely interventions and tailored support strategies.
Product Teams
TrueRev provides valuable data on product usage and revenue generated by different features or service levels. Product managers can use this data to prioritize development efforts, focus on high-performing features, and optimize pricing strategies. The platform's ability to track and report on customer interactions and product usage helps in making data-driven decisions regarding product updates, feature deprecation, and new product launches.
Features
Move your revenue schedules off of Exceland eliminate multiple spreadsheets, manualerrors and version control.
Simply account for your monthly revenue and the deferred balance.
Keep track of all agreements even in a fast paced SaaS environment.
Move your revenue schedules off of Excel and eliminate multiple spreadsheets, manual errors and version control. Stay compliant with ASC 606.
Generate subscription metrics in minutes instead of days (MRR/ARR, Bookings, Churn, Cash-flow).
New deals, upgrades, cancellations, expansion - all tracked easily and accurately.
What our customers are saying
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