Overall Satisfaction with SaaSOptics
We are using SaaSOptics primarily for its revenue recognition and reporting functionality. Current users are myself, in the weeds and using it daily, and our CEO and Sales team who use it for various metrics. The biggest business problem it addresses is revenue recognition. It also provides great metrics for our Bus Dev team.
- Revenue recognition. No more spreadsheets! It is robust and highly configurable.
- Metrics around SaaS sales. ARR, MRR, TCV. All of these things are available quickly and easily,
- Syncing with QuickBooks Online. Nice to not duplicate our efforts. You can continue to invoice using QB, or you can use SaaSOptics to invoice. The flexibility is appreciated.
- I would like a bit more visibility into sub-customers. All sub-customers are currently listed under the parent. If there were a way to differentiate each sub-customer without having to drill down too far that would be great.
- We are only a few weeks in with SaaSOptics so I can't really speak to ROI. I do feel the sales team will appreciate the analytics as much as I do, and we will rely on this data for important decisions moving forward.