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Process Overview

Opportunity Qualifiers

Insight
Included
Type of Whitespace
Description
1
Need expressed in Jobs
Cross-sell
Upsell
Surge in jobs that mention needs that align with the offering or jobs that match key roles
2
Online Research (Keywords/Competitors)
Cross-sell
Churn
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.
3
Team growth
Upsell
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
4
Price arbitrage
Upsell
If the ARR of an account is considerably lesser than the ARR of other accounts that are comparable in team size
5
Usage surge
Upsell
If the usage is consistently very close to the purchased usage limits (in terms of users or volume of usage)
6
Change in “Specific Important Roles” Coming Up
Churn
If there are any new entrants or exits in the specific roles
7
Low Product Usage
Churn
If the usage for the key features sharply declines or stays consistently low.
There are no rows in this table

Key Functions (Used for Jobs and People Matching)

Product Line
Function
1
Billing
Finance
2
Receivables
Finance
3
Retention
Marketing
4
Retention
Customer Service
5
Revrec
Finance
There are no rows in this table

Key Phrases (Used for Jobs)

Product Line
Key Phrase
1
Revrec
automate ASC 606/IFRS 15 revenue recognition processes
2
Revrec
manage compliance with GAAP financial standards
3
Revrec
integrate revenue data with CRM and ERP systems
4
Revrec
streamline financial reporting and enhance audit readiness
5
Revrec
implement financial systems for complex contract management
6
Revrec
oversee financial operations and reduce compliance risks
7
Revrec
utilize real-time analytics for financial decision making
8
Revrec
maintain accurate and transparent revenue records
9
Revrec
facilitate detailed financial reporting across multiple dimensions
10
Revrec
conduct comprehensive revenue and performance analysis
11
Billing
manage and automate subscription billing processes
12
Billing
ensure revenue recognition compliance across financial operations
13
Billing
implement global payment gateway integrations
14
Billing
handle prorated payments for subscription changes
15
Billing
reduce churn through enhanced customer retention strategies
16
Billing
automate invoicing and manage tax compliance
17
Billing
oversee subscription lifecycle from acquisition to renewal
18
Billing
coordinate billing for global currencies and payment methods
19
Billing
optimize revenue operations with scalable solutions
20
Billing
support financial reporting and compliance requirements
21
Receivables
automate accounts receivable and collections processes
22
Receivables
manage customer disputes and payment reminders
23
Receivables
integrate financial data with existing ERP systems
24
Receivables
customize collection strategies based on customer data
25
Receivables
generate and analyze financial reports on receivables
26
Receivables
oversee automated dispute resolution processes
27
Receivables
conduct advanced analytics for accounts receivable
28
Receivables
implement customer segmentation for targeted collections
29
Receivables
monitor and report on collection effectiveness
30
Receivables
ensure real-time visibility of accounts receivable status
31
Retention
develop and implement customer retention strategies
32
Retention
analyze customer churn and develop mitigation plans
33
Retention
manage subscription cancellation processes
34
Retention
utilize customer feedback to improve service offerings
35
Retention
enhance customer engagement and satisfaction
36
Retention
implement personalized customer retention programs
37
Retention
optimize customer lifecycle and retention rates
38
Retention
conduct A/B testing for retention strategies
39
Retention
leverage analytics to understand customer behavior
40
Retention
drive initiatives to reduce voluntary churn
There are no rows in this table

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
1
Accounting Compliance
2
Accounts Receivable
3
Recurring Billing
4
Accounts Receivable / Accounts Payable
5
Aria Systems
6
ASC 606: Revenue from Contracts with Customers
7
Billing and Invoicing
8
BillingPlatform
9
Billtrust
10
Cash Management Tools
11
Customer Attrition
12
Customer Lifetime Value
13
Customer Retention
14
Loyalty Analytics
15
Payment Integration
16
PaySimple
17
Recurring Billing
18
Revenue Cycle Analytics
19
Revenue Cycle Management (RCM)
20
Revenue Management
21
Revenue Recognition
22
Revenue Reporting
23
Subscription Management
24
YayPay
There are no rows in this table
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