Go from bookings, to billing, to revenue metrics – all within the Salesforce Platform

In a world full of uncertainty, RevOps teams have to find new ways to empower the people they support. With Place installed in their Salesforce org, Revenue teams easily nail customer handoffs to the billing department, quickly identify customers ripe for expansion and renewal, and instantly gain visibility into hundreds of SaaS metrics, reports, and dashboards.

RevOps teams use Place for:

Managing Customer Subscriptions & Renewals

Ensure every customer renewal opportunity is built perfectly, and quickly identify renewal and expansion opportunities while empowering your finance team with the data they need.

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Invoicing Customers

Speed-up cash collections with a seamless order-to-cash process that automatically pulls the right data from closed-won Salesforce opportunities and drafts one-time, recurring, and usage-based invoices.

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Exploring SaaS Business Analytics

Gain instant insights into your company’s sales and financial performance with hundreds of on-demand critical business metrics, reports, and dashboards for the entire company.

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Consolidate your technology stack

Avoid adding yet another “source of truth” and maximize your investment into Salesforce. Install Place directly into your org and connect it to your existing accounting system.

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Close the gaps between people, processes, and performance

Create seamless handoffs between your new business and renewals teams and your finance and accounting teams to drive accurate billing, financial reporting, and forecasting in real-time.

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Align everyone on accurate metrics without friction

Easily measure and share sales performance KPIs and customer revenue and billing metrics, including the ones from new subscriptions, license add-ons, downgrades, renewals, and churn.

RevOps teams operate better with Place

Curious to know more about how you can use Place to turn your SaaS company into a true revenue-generating machine?

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