industry
Business Services

Hiring startup seeking to startup better financial processes​

Key results:
  • End-to-end Q2C automation
  • Improved accuracy & compliance
  • Optimized finance & billing operation
Value levers pulled:
  • Salesforce Implementation
  • Revenue and Sales Management
Key technology:
  • Salesforce

Picture this...

You’re a diversity hiring startup that specializes in helping companies connect with and recruit Black, Latinx, and Native American candidates. You are facing challenges in efficiently managing client accounts, taxation, and back-office operations. Your invoicing process is time-consuming and prone to errors, leading to additional manual work. On top of that, your electronic payment system operates offline and lacks PCI compliance, posing security risks. Your collections process also needs to be addressed. It is reactive and manually tracked, making it difficult to ensure timely and accurate payments.​

You turn to Accordion.

We partner with you to:

  1. Automate the full Q2C process by streamlining your processes and implementing controls, allowing for a clean flow, harmonizing both process and technology.
  2. Utilize bundles that help you drive correct product selection rules so required products are not missing.
  3. Enforce discounting rules with advanced approvals.
  4. Send out accurate contracts with the correct automated dynamic terms in place.
  5. Enable the finance and billing teams with a full Salesforce Billing implementation including automated invoicing, tax calculations, electronic payments, and revenue recognition data to support downstream data.

Your value is enhanced.

Your company can now quickly invoice and collect cash from customers and generate reports based on revenue data. To ensure there are no delays with invoicing outstanding customers, you complete a data migration which allows you to continue your billing cycles with Salesforce Billing.