G2

Meagan S.

Accounting Manager

Mid-Market (51-1000 emp.)

5/10/2022

"Powerful CRM software to improve subscription sales reporting and efficiency"

4.5/5

What do you like best about SAASTEPS Revenue Lifecycle Management?

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. Review collected by and hosted on G2.com.

What do you dislike about SAASTEPS Revenue Lifecycle Management?

Our business has a complicated sales history, which made it difficult to update historical Salesforce opportunities with the SAASTEPS software. Though we were not able to get all functionality on historical opportunities, the SAASTEPS team dedicated a few weeks of their time to helping us get all reporting metrics added and the software works great for new/open opportunities. Review collected by and hosted on G2.com.

What problems is SAASTEPS Revenue Lifecycle Management solving and how is that benefiting you?

Originally, we began looking into subscription management platforms to help us better track opportunities v. subscriptions. With a growing product portfolio, many of our customers have separate subscription dates, creating a complex environment to manage renewals and expansion opportunities. SAASTEPS CPQ + Revenue Management enabled us to have a separate "Subscription" record that manages renewal dates, automates the renewal creation process, and merges expansion opportunities with existing opportunities simplifying subscription reporting. The software also comes with a price book hierarchy feature that allows admins to configure which products are available for sales users to see and use. The way the software is set up, it also eliminates the need for complicated renewal process flows; users can easily map fields from opportunity to renewal, opportunity to account, etc. Lastly, the SAASTEPS team provided customization services to track revenue by product line rather than an opportunity, which provides better visibility into our sales operations. Review collected by and hosted on G2.com.