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SAASTEPS

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25 reviews
  • 2 profiles
  • 11 categories
Average star rating
4.7
Serving customers since
2017
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SAASTEPS B2B Commerce + Payment Processing

14 reviews

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SAASTEPS Revenue Lifecycle Management

11 reviews

SAASTEPS Revenue Lifecycle Management (RLM is a comprehensive, cloud-based solution designed to streamline and automate the entire revenue lifecycle for businesses. Built 100% natively on the Salesforce platform, RLM integrates seamlessly with existing CRM systems, providing a unified approach to managing eCommerce, payment processing, quoting, billing, invoicing, subscriptions, and renewals. This all-in-one platform eliminates the need for multiple vendors and custom code, offering a cost-effective and scalable solution for businesses aiming to optimize their revenue operations. Key Features and Functionality: - eCommerce Integration: Facilitates self-service shopping experiences with guided selling capabilities, supporting both guest and named users. - Payment Processing (SAASPAY: Offers integrated payment processing, including credit card and ACH payments, with features like account balance management, promotions, and discounts. - Quoting (SPQ/CPQ: Provides tools for product and service configuration, bundling, and pricing, enabling efficient quote generation and management. - Subscription Management: Automates subscription and renewals administration, including upgrades and cross-sell processes, to enhance customer retention. - Billing and Invoicing: Automates billing processes with features like proforma invoicing, billing terminals, and invoicing management to reduce manual errors and accelerate cash flow. - Renewals Management: Automates the renewals process to reduce churn and revenue leakage, ensuring continuous customer engagement. - Declarative Administration: Allows for easy configuration and implementation without the need for coding, making it accessible for businesses of all sizes. - Global Open APIs: Enables integration with various systems and platforms, ensuring flexibility and scalability. - Accessibility Compliance: Committed to inclusivity, SAASTEPS is working towards achieving 100% VPAT certification, ensuring accessibility for all users, including those with visual impairments. Primary Value and Solutions Provided: SAASTEPS RLM addresses the complexities of managing multiple revenue processes by consolidating them into a single, integrated platform. This unification reduces operational costs, minimizes manual errors, and enhances efficiency across sales, finance, and customer success teams. By automating key processes such as quoting, billing, and renewals, businesses can accelerate their revenue growth, improve customer retention, and gain real-time insights into their financial health. The platform's modular design ensures that companies can scale their operations effectively, adopting features as needed without unnecessary expenditures. Additionally, its commitment to accessibility and compliance ensures that all users, regardless of ability, can effectively utilize the system, promoting inclusivity and broader market reach.

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SAASTEPS Reviews

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Star Rating
21
4
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0
William P.
WP
William P.
Owner, Property Tax Consultant at Q-Solutions
11/13/2023
Validated Reviewer
Review source: Organic

Native to Salesforce. Easy to use. Great customer Service

Payment processing is easy to use and it seamlessly integrates with my Salesforce account. Get paid quickly and easily. Great people to work with in helping you as needed.
Verified User in Information Technology and Services
AI
Verified User in Information Technology and Services
11/09/2023
Validated Reviewer
Verified Current User
Review source: Organic

Cool product, extremely responsive/supportive vendor

It's a turnkey way to accept credit card payments in SFDC. We had a lower-priced product we wanted to make available to individuals to purchase with a credit card, and SAASTEPS fit the bill quite nicely. Their team was beyond responsive in working with us to fulfill our use case, up to and including modifying the package to accommodate our needs. Our need and use case was limited to the payment processing side of things, so I can't speak to the e-commerce portion, but my experience is that SAASTEPS is an innovative, easy-to-implement tool that is highly configurable and a supremely responsive vendor that genuinely cares about their implementations and takes a vested interest in the success of their customers.
Meagan S.
MS
Meagan S.
Accounting Manager at Recast Software
05/10/2022
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Powerful CRM software to improve subscription sales reporting and efficiency

Out of the box, the SAASTEPS tool supports complex subscription management with the ability to visualize account opportunities, add subscription dates to line items, and automate subscription renewals. Our implementation team worked directly with us to meet our unique business needs and even went a step further, helping us customize our Salesforce environment to have better revenue reporting. Overall, our sales team is more efficient, our management team has better visibility into business operations, and our Salesforce administration team has more time to focus on other items. The SAASTEPS team is dedicated to their client's success and is always willing to incorporate customer suggestions into their product roadmap.

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HQ Location:
Broomfield, Colorado

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@saasteps

What is SAASTEPS?

SAASTEPS LLC is a technology company focused on providing innovative software-as-a-service (SaaS) solutions designed to enhance business efficiency and productivity. Their offerings are tailored to meet the evolving needs of various industries, facilitating seamless operations, and customer management through a suite of specialized applications and tools. By leveraging advanced technologies, Saasteps aims to automate processes, reduce operational costs, and improve data-driven decision-making for its clients. Their platform is particularly noted for its user-friendly interface and scalability, providing valuable tools for businesses ranging from startups to established enterprises. The company’s commitment to high-quality service and customer support ensures that clients have the resources needed to succeed in the competitive digital marketplace.

Details

Year Founded
2017