CRM
Sage Intacct
Result/output:
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Contextualized subscription activity data: View customer growth and recurring revenue (CMRR, CARR) impact of subscription activity into insightful and contextualized categories
SaaS
Intelligence
Harness deeper insights to drive smarter, data-driven decisions
Effortlessly monitor key SaaS KPIs and uncover crucial insights into customer subscription activity and growth performance with SaaS Intelligence. Discover how our intelligence engine delivers unparalleled analysis, empowering finance teams with the data needed to guide strategic decision-making.
Opportunities and bookings for new sales, modifications and renewals are managed
Billing system
Subscription contracts managed, invoices generated, and payments facilitated
Transaction data flows into Sage Intacct, where applicable accounting processes such as billings, payments, collections, revenue recognition, renewals, and forecasting take place
The SaaS Intelligence engine analyzes the impact of transactional activity to automatically deliver real-time, contextualized insights into customer subscription events. The intelligence engine manages a variety of B2B contract complexities such as late renewals, multi-year deals with pricing ramps, foreign exchange, and much more – while proactively identifying and highlighting outlier scenarios.
Detailed analytics and trend analyses: Achieve a clear view into your subscription base through detailed growth and retention analytics
Critical KPIs: Monitor performance with accurate insights into growth, retention, unit economics and cash, including critical metrics like ARR growth, NRR, churn rate, LTV, CAC, rule of 40, burn rate, and more.
Dashboards: Gain real-time, full visibility with dashboards that offer a clear view of your financial performance.
Segmentation: Unlock comprehensive insights and make smarter business decisions with advanced segmentation. Analyze performance by specific customers, customer cohorts, product lines and more to clearly view and assess emerging behaviors and patterns.
Auditability and readiness: Breeze through audits and due diligence with reliable, investor-grade data.
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Intelligence backed by data
To deliver contextualized insights into your SaaS business, SaaS Intelligence first channels data from your CRM and billing system through Sage Intacct. Here, it undergoes essential accounting processes, including billings, payments and collections, ensuring that the insights you receive are precise.
SaaS Intelligence
The SaaS Intelligence engine then analyzes the impact of transactional activity to automatically deliver real-time, contextualized insights into customer subscription events.
The intelligence engine manages a variety of B2B contract complexities such as late renewals, multi-year deals with pricing ramps, foreign exchange and much more – while proactively identifying and highlighting outlier scenarios.
SaaS
Intelligence