Case Study: a high-growth SaaS company achieves unified lead-to-cash operations with SaaS Consulting Group

High-growth SaaS Company reduces DSO and monthly invoice volume with SaaS Consulting Group

SaaS Consulting Group partnered with a high-growth SaaS company, a prominent provider of software for real estate owners and operators. The client faced a significant challenge due to multiple inherited CRM and billing systems from acquisitions, which created a complete lack of unified sales and financial reporting. This fragmentation, including over 150 custom Salesforce objects and 40 product lines billed manually, resulted in substantial technical debt and made it extremely difficult to consolidate operations.

The solution implemented by SaaS Consulting Group involved a major migration to Salesforce Lightning and NetSuite, deploying Sales, CPQ, Service Cloud, and Zone Advanced Billing. Using Workato for integration, they created a scalable, consolidated source of truth. This transformation successfully established consolidated reporting, streamlined the Lead-to-Cash process, and led to a measurable reduction in both Days Sales Outstanding (DSO) and monthly invoice volume.