Explore

Process Overview

Opportunity Qualifiers

Insight

Included

Type of Whitespace

Description

Need expressed in Jobs

Surge in jobs that mention needs that align with the offering or jobs that match key roles

Online Research (Keywords/Competitors)

Surge in research (done by employees of an account) about specific topics aligned with the offering. This might indicate churn if the account has already purchased an offering and is still researching about the same offering.

Team growth

Increase in more than 10% of the team size since the last renewal or sell, indicating an increase in need of licenses or volumes of usage

Price arbitrage

If the ARR of an account is considerably lesser than the ARR of other accounts that are comparable in team size

Usage surge

If the usage is consistently very close to the purchased usage limits (in terms of users or volume of usage)

Change in “Specific Important Roles” Coming Up

If there are any new entrants or exits in the specific roles

Low Product Usage

If the usage for the key features sharply declines or stays consistently low.

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Key Functions (Used for Jobs and People Matching)

Product Line

Function

Finance

Marketing

Customer Service

Finance

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Key Phrases (Used for Jobs)

Product Line

Key Phrase

automate ASC 606/IFRS 15 revenue recognition processes

manage compliance with GAAP financial standards

integrate revenue data with CRM and ERP systems

streamline financial reporting and enhance audit readiness

implement financial systems for complex contract management

oversee financial operations and reduce compliance risks

utilize real-time analytics for financial decision making

maintain accurate and transparent revenue records

facilitate detailed financial reporting across multiple dimensions

conduct comprehensive revenue and performance analysis

manage and automate subscription billing processes

ensure revenue recognition compliance across financial operations

implement global payment gateway integrations

handle prorated payments for subscription changes

reduce churn through enhanced customer retention strategies

automate invoicing and manage tax compliance

oversee subscription lifecycle from acquisition to renewal

coordinate billing for global currencies and payment methods

optimize revenue operations with scalable solutions

support financial reporting and compliance requirements

automate accounts receivable and collections processes

manage customer disputes and payment reminders

integrate financial data with existing ERP systems

customize collection strategies based on customer data

generate and analyze financial reports on receivables

oversee automated dispute resolution processes

conduct advanced analytics for accounts receivable

implement customer segmentation for targeted collections

monitor and report on collection effectiveness

ensure real-time visibility of accounts receivable status

develop and implement customer retention strategies

analyze customer churn and develop mitigation plans

manage subscription cancellation processes

utilize customer feedback to improve service offerings

enhance customer engagement and satisfaction

implement personalized customer retention programs

optimize customer lifecycle and retention rates

conduct A/B testing for retention strategies

leverage analytics to understand customer behavior

drive initiatives to reduce voluntary churn

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Research Topics - Product Line Mapping

This table maps the research topics to the respective product lines. Consequently, whenever online research around a topic takes place, we can attribute to the correct line.

topic

Billing

Receivables

RevRec

Retention

Accounting Compliance

Accounts Receivable

Recurring Billing

Accounts Receivable / Accounts Payable

Aria Systems

ASC 606: Revenue from Contracts with Customers

Billing and Invoicing

BillingPlatform

Billtrust

Cash Management Tools

Customer Attrition

Customer Lifetime Value

Customer Retention

Loyalty Analytics

Payment Integration

PaySimple

Recurring Billing

Revenue Cycle Analytics

Revenue Cycle Management (RCM)

Revenue Management

Revenue Recognition

Revenue Reporting

Subscription Management

YayPay

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