Customer Success Stories
|• They wanted to make their quote to cash to fulfillment workflows faster and more streamlined. Their customers had to log in to multiple systems using different logins when accessing their
support and services.
|• Built revenue automations including Opportunity Close Notifications, Automated Fulfillment, Case Notifications, and Platform User automation Provided a single point of entry to Rapid7 for customers, instead of multiple logins to disparate systems.
|• They now process orders in under 10 minutes, and provision and onboard customers 2 days faster.
• Provide a cleaner, more efficient handoff from Presales to Post Sales.
• Their customers get fast access to purchased products, allowing them to fulfill orders and recognize revenue faster. Reduction in the time to resolve customer issues
|• Wasting a ton of effort on manual, repetitive tasks. Needed to scale growth without adding headcount Closing the books each month was slow,
• inefficient, and error prone.
• Wanted to improve financial processes like forecasts, and ensure reliability of their financial data
• Lack of integration meant multiple logins/licenses, duplication of work, and stale financial reporting
|• Integrated key financial systems including FP&A, Accounting, Sales, HR, and Recruiting
• Use a Workato recipe to post bank transactions to Netsuite automatically, according to business rules
|• Automated 90% of bank transactions posting to their General Ledger (Cash Reconciliation process)
• Saved half a headcount through the automations they built Was able to build automations to enable “continuous close” in a week, after a few demos
• Implemented real-time forecasts in Adaptive Insights, after bringing in the data from other systems
|• Disbursements and reporting challenges made it hard to comply with signed agreements
• Had a long, difficult month end close process Inconsistent reporting and data locked in spreadsheets, emails, and people’s heads made the processes hard to follow, because few people understood them
|• Built a reliable, repeatable disbursement process by collecting all the tribal knowledge and automating the business logic behind it
• Netsuite and Snowflake are their source of truth,
• and they can now match agreements, product data, and financial records on a daily basis
|• Reporting is available continuously, in near real time, rather than after a monthly close process
• Provided visibility to the front office that’s critical to their roles
• Internal customers and partners are much happier!