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SaaStock Sessions: Bridging the Gap between Sales & Finance with Integration: 5 Key Steps

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Welcome to SaaStock Sessions: Bridging the Gap between Sales & Finance with Integration: 5 Key Steps

More sales opportunities means more orders and better cash flow for your business... but only if the handoff between sales and finance is seamless. Disconnect between these teams is common as sales teams live in their CRM and finance teams live in the ERP.  Manual processes and data entry can lead to bad data landmines, making the path to revenue recognition -- and even sales -- a long one.

How can you bridge this gap between sales and finance and ensure growth isn’t hampered? The answer lies in automation. In this session, you’ll learn from Mark Simon, VP of Strategy, at Celigo five integrations to improve sales and finance efficiency. Topics include best practices for:

  • Automating order processing
  • Streamlining customer billing
  • Automating collections processes
  • Integrating payments and automating reconciliation
  • Boosting data visibility for sales & finance teams

We'll finish up with a 20 minute networking session, just jump into the networking area to get automatically matched with another attendee at random, for a short speed-networking chat.

As always, this session is completely free of charge as we bring the community together to learn, share and grow

Thanks for joining us!

Proudly supported by

gold

Celigo

Speakers

Mark Simon

VP Strategy @ Celigo

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Hosted by

SaaStock

SaaStock is the only media and events company that helps B2B SaaS Founders on the journey to $10mill ARR, supercharge their growth by connecting founders with VCs to help extend runway, learn from industry experts and build pipeline. We do this through our physical and virtual conferences, our founder membership program, SaaStock local community gatherings and other media.

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