SaaSOptics Blog


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How to Prepare for M&A Management Presentations

[fa icon="calendar'] Feb 6, 2018 9:29:03 AM / by SaaSOptics

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Originally posted on The SaaS CFO.

Management Presentations in M&A Due Diligence

The banker said to block my calendar for management presentations.  Excuse me, what are management presentations?  And for two weeks?

Yes, and this is only the halfway point.  The real “fun” in due diligence comes after the management presentations.  However, before we get too far, let’s break down what happens at management presentations and how you can prepare your company and leadership team.

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After a Successful 2017, SaaSOptics Closes $5M to Drive Future Growth

[fa icon="calendar'] Feb 1, 2018 1:55:48 PM / by SaaSOptics

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Looking back, 2017 was an incredible year for SaaSOptics. We expanded our platform with new features, including multi-currency management, launched a deeper Salesforce integration, forged a partnership with Avalara to simplify tax compliance for our customers and added new talent to our team. It’s exciting to watch, but growth is something we don’t take for granted. We know that with growth, comes the responsibility to continue investing in customer success and developing new products and integrations that simplify financial operations for our customers. 

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Stop Using Excel, Finance Chiefs Tell Staffs

[fa icon="calendar'] Nov 30, 2017 9:01:44 PM / by SaaSOptics

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Originally posted on The Wall Street Journal.

Here at SaaSOptics, we consistently talk about the risk of having spreadsheets at the center of your finance operations. Selfishly, we'd like to think that the Wall Street Journal reads our blog and in turn wrote the reference article. The reality is there is a market shift in available technology for finance teams. Let this quote speak to the importance of ditching your finance operations spreadsheet: “I don’t want financial planning people spending their time importing and exporting and manipulating data, I want them to focus on what is the data telling us,” Mr. Garrett said. He is working on cutting Excel out of this process, he said. Read the full article here.

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Big Companies Don’t Churn. They Quit You.

[fa icon="calendar'] Oct 20, 2017 11:41:03 AM / by SaaSOptics

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Originally posted on

Here at SaaSOptics, we regularly emphasize the importance of churn. Not only the importance of having processes in place to track it, but also the need to understand why churn is happening and how to address it. One of the benefits of accurately tracking churn is that it provides insight for multiple teams in your organization. Finance teams tend to look at churn as the number of customers lost due to cancellations and the associated total lost revenue. However, the Customer Success team in a business can look churn another way - as a metric to know which high-dollar customers to be proactive with. 

In the referenced article from SaaStr, Jason Lemkin stresses the importance of high-dollar customers and provides some ideas on how your customer success team can take advantage of a key financial metric to increase ARR. Read the full article here.

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Will a SaaS Revenue Management Team Help My SaaS Company?

[fa icon="calendar'] Sep 15, 2017 2:30:42 PM / by SaaSOptics

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 Orginially posted on Incisive Edge.

Whether your Software as a Service company is a mature, successful corporation or start-up in your first years of operation, you will most likely have multiple revenue channels:

  • Direct sales representatives (either field sales representatives or telesales)
  • Value Added Resellers/Integrator Referral Partners
  • Application marketplaces of complementary SaaS solutions
  • Self-service customers who proactively subscribe for your paid or freemium services

Keeping track of these revenue streams, and creating the marketing campaigns to generate leads for all of them takes careful planning and execution and therefore the question is, do you need a specific SaaS revenue management team? Find out in this blog by David Bowler.   

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SaaSOptics Delivers Advanced Salesforce Integration

[fa icon="calendar'] Aug 24, 2017 11:18:30 AM / by SaaSOptics

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Enables Total Visibility of Customer Subscription and Financial Data Across Sales, Finance and Customer Success Teams

Atlanta, GA, August 23, 2017 – SaaSOptics, the only subscription management platform designed specifically for growing B2B SaaS and subscription-based businesses, announced today a new, advanced version of its plug and play connector with for improved workflows and customer subscription visibility. Driven by customer demand, the integration extends the benefits of the SaaSOptics order-to-renewal process workflow and enables cross-functional collaboration between QuickBooks and other general ledgers, and SaaSOptics. It also delivers visibility of financial data beyond finance and sales to account management and customer success teams, providing one source for customer financial records. 

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SaaSOptics Named CODiE Award Finalist for Best Subscription Management Software

[fa icon="calendar'] Jun 22, 2017 2:45:56 PM / by SaaSOptics

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The SIIA CODiE Awards are the premier awards for the software and information industries, and have been recognizing product excellence for over 30 years. The awards offer 93 categories that are organized by industry focus of education technology and business technology. SaaSOptics was honored as a finalist for the Best Subscription Management Solution category and one of 205 finalists across the 59 business technology categories.

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Customer Spotlight: Driven Insights

[fa icon="calendar'] Jun 14, 2017 4:03:19 PM / by SaaSOptics

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In 2014, two long-time business partners and entrepreneurs noticed an increasingly common challenge facing most small business owners – the lack of good financial data and metrics. So, they founded Driven Insights and today, provide expertise on a fractional basis to growing businesses.

You may be wondering, “what is a fractional CFO?”

As a business grows, the need for buttoned up financial operations and more accurate metrics increases, but a full-time CFO might not be necessary (or in the budget). In this case, many businesses hire a “fractional CFO,” someone who is highly skilled and has deep experience in financial operations, to become part of the management team on a part-time basis.

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16 Startup Metrics for SaaS Businesses

[fa icon="calendar'] May 18, 2017 12:47:45 PM / by SaaSOptics

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While we write a great deal about SaaS financial operation metrics (like MRR/ARR, CLV and churn), there are many other important general business and product metrics for SaaS businesses. Metrics like gross profit and burn rate are important for any fast-growing SaaS business.

From the article below: "Ultimately, though, good metrics aren't about raising money from VCs - they're about running the business in a way where founders know how and why certain things are working (or not) … and can address or adjust accordingly." 

See the complete post here from

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