Speakap

Speakap was looking for a new system to manage their billing and customer portfolio (subscription management) for a successful transition to a recurring business model. In addition, a solution to link to the current accounting software and a new CRM system was required.

Speakap is a SaaS organisation that wants to be scalable and able to handle increasing complexity in customer relationships. They wanted to make sure they could invoice everything correctly and completely. “When an order is closed, the account must be ready immediately. And the invoice needs to go immediately and a report generated quickly. Accurate, real-time and reliable data. Tight processes that mean you do not have to intervene very often.”

This required a major step in the field of automation. At the time we were approached, the CRM, accounting and billing system existed completely independently of each other. This meant data had to be manually entered into the billing system, which increases the chances of mistakes and is very inefficient.

The new systems have been phased in and rolled out in smaller countries first. Implementation in the largest country was completed in Q2 2021.

Speakap was able to use Chargebee to make a huge leap in the field of automation. Information is available faster with a 360-degree view of the customer. Information comes from the same source, data is only generated once and is available to everyone in the company: sales, marketing, customer success management, support, revops and finance.

The entire “Order to cash” pipeline is automated and integrated, including KPIs and forecasting. The Speakap employees are very enthusiastic about the improvements and are now able to continue the rapid growth.