Konnectify

Revenue recognition is a very 'Time' sensitive activity Here’s a 5-step breakdown of how companies should be tracking their revenue—and how automation makes it effortless. Step 1: Identify the contract If there is no contract, there is no revenue to recognize. Manually tracking contracts across systems is a recipe for mistakes. ✅ Use Stripe + HubSpot to automatically sync deals, invoices, and payments in real time. Step 2: Identify what you owe If a deal includes multiple deliverables, each must be accounted for separately. ✅ Chargebee + QuickBooks help separate revenue streams, making financial reporting accurate. Step 3: Get the pricing right Revenue cannot be recognized based on potential earnings. Discounts, refunds, and bonuses all impact the final numbers. ✅ Recurly + Stripe track pricing adjustments automatically, ensuring clean financials. Step 4: Split the revenue properly If a customer purchases a 12-month subscription, that revenue needs to be spread over the service period, not taken upfront. ✅ NetSuite + Sage Intacct automate revenue allocation to prevent compliance issues. Step 5: Recognize revenue at the right time Revenue should only be recorded when the service is delivered or the product is used. A disconnected billing system makes this difficult. ✅ Sync your CRM with your billing system to update revenue data in real time and eliminate errors. The Bottom Line Revenue recognition does not have to be complicated. If you are still managing it manually, you are increasing risks and wasting valuable time. Automate the process. Get it right. Move forward. How automated is your revenue recognition right now? 👀 #RevOps #Sales #GTM #RevenueGrowth

Why Does Billing Have to Talk to the CRM? Because selling doesn’t stop after a customer swipes their card. In fact that’s where it actually begins. If your CRM isn’t pulling in real-time billing data, here’s what happens: 🚩 Sales is flying blind – They don’t know who’s paid, who’s trialing, or who’s overdue. So they either pitch the wrong thing or waste time chasing the wrong leads. 🚩 Customer Success is guessing – They don’t see churn signals until it’s too late. A high-value customer downgraded last month? They’ll only find out when that customer leaves. 🚩 Marketing is throwing darts in the dark – Without clear revenue data, how do you build a pipeline of customers who actually stay? 🚩 Finance is stuck cleaning up the mess – Reconciliation nightmares, misaligned numbers, and a whole lot of “Why doesn’t this match?” Now, imagine the exact opposite: ✅ A sales rep pulls up a CRM record and instantly sees subscription status, MRR, LTV, and past payments. ✅ Customer Success gets alerts for downgrades & failed payments—so they step in before it’s too late. ✅ Finance never has to chase anyone for "the real numbers"—they’re already in sync. That’s not a nice-to-have. That’s super functional for business and it’s all about revenue intelligence. So how tightly is your billing & CRM integrated right now? https://lnkd.in/ejKU3VQD

Your CRM is probably missing out on a lot of important data. Every customer interaction is a goldmine. But if it isn't making it into your CRM, what's the point? 🔹 Reps will forget details. 🔹 Notes are super vague—“Good call, follow up next week.” (details, what's that?) 🔹 The key objections get lost. 🔹 Deals literally rot away because no one followed up at the right time. This is not a sales problem. It’s a data problem. Your CRM should updates itself 👉 Auto-sync calls to your CRM. Every Zoom, Teams, or Dialer call gets transcribed. +Key insights—objections, next steps, engagement signals—are extracted. 👉 Let the CRM automation do the grunt work. -Lead score adjusts based on call sentiment. -Next steps auto-create tasks for the right rep. -Pipeline updates happen in real time. -If a deal stalls, managers get an alert. Put your CRM to work—so your sales team can actually sell. Would you set this up for your team? 🚀 https://lnkd.in/ezpHynv5 #salesautomation #workautomation #automation #nocode #sdr #sales #CRM

Capturing leads is only step one. What happens next makes or breaks conversions. 🔹 Automated Follow-Ups – Gmail, Mailchimp, whatever you use—send personalized emails as soon as a lead comes in. 🔹 Auto-Schedule Calls – A new lead? Drop a Calendly invite in their inbox just like that. 🔹 Drip Campaigns – Add leads to ActiveCampaign, Mailchimp, or ConvertKit and keep the conversation going. A fast, personalized follow-up wins more deals. So what’s your playbook? https://lnkd.in/efVPgFHS #SalesAutomation #LeadNurturing #EmailMarketing

Have you tried work automations yet? If not, you're missing out..... Scratch beyond the surface here - https://lnkd.in/d57mnpp6 #Automation #WorkAutomation #SaaS #StartUp

Expansion in 2025? Way easier—if you catch the signals. Your customers are telling you exactly when they’re ready. You just have to notice. 🔹 Spot who’s engaged – A Billing-CRM integration shows who’s actually using your product. High usage? Good sign. But before you pitch an upgrade, check their support history because bad timing kills expansion. 🔹 Time the upsell right – A Customer Success tool synced with your helpdesk and CRM (HubSpot + Vitally) flags prime opportunities. Lean on data—it’s usually smarter than gut instinct. 🔹 Act before they churn – Automate CRM + Mail alerts or Slack pings when revenue shifts. If they’re about to downgrade or leave, step in before they make up their mind. Are you making it easy for customers to grow with you? #CustomerSuccess #RevenueGrowth #CRMIntegration #CustomerEngagement #Upselling #ChurnPrevention #SalesStrategy #BusinessAutomation #ClientRetention #DataDrivenSales

🌟 Huge congratulations, SuperOps! 🎉 Securing $25M in funding is no small feat— we're glad to see your team’s super steps with vision, grit, and the incredible work you’re doing in the SaaS space. It's amazing to see you push boundaries and set new standards. Ad astra per aspera🚀

There's more Tickets 🎟️ Did that make you think about popcorn, Coldplay or Ed Sheeran? Good for you.... #coldplay #concert #customersupport

You’re Ordering Food Online. When you hit “Place Order” on your favorite app, Here’s what happens next.. ✴️ The restaurant gets notified: “New order. Start cooking.” ✴️ The delivery driver gets pinged: “Pickup at 7:15 PM.” ✴️ You get a text that says: “Your food’s on the way.” How does this all happen so fast? Webhooks Without webhooks? You’d be calling the restaurant to check if they got your order. The driver wouldn’t know when to show up. And you’ll have no idea when your food’s coming. 👉 If you want alerts just like that, Webhooks are the way to go #Webhooks #iPaaS #Konnectify #Softwaredevelopment #SaaS

Slack is one the most popular apps out there! Here are some of the simplest automations you can quickly set up to save you time.... Check out this blog to know more : https://lnkd.in/gAebVyMp #Slack #Konnectify #NoCode #Automation