Front Office, Meet Back Office


From CRMs to to credit card processors to catalog maintenance to order fulfillment to…well, you get the idea. In today’s sales world, whether your e-commerce, SaaS or service-driven, there’s a platform to automate and streamline every step of the process. Gone are the days of manual data entry and processing and all the hair pulling and human error that go along with them (and good riddance).

However, with several disparate systems in place, a new risk arises: if those systems don’t integrate seamlessly with one another, your team will find themselves spending more time managing the systems than doing their real jobs.

And that risk is particularly profound when it comes to the financial side of customer relationship management, where customers pay for goods and services in the “front office,” and the business records the sale, transaction details and revenue in the “back office.” If the platforms that handle these tasks — the CRM, CQP, invoicing system and GL integration, to name a few — are working in isolation, a business is likely to lose track and mismanage orders, send incorrect invoices and fail to recognize revenue, frustrating customers and weakening the bottom line.

Obviously, skilled teams can run interference, connecting the systems to ensure everyone platform is on the same page, but is that really a sustainable practice? “Swivel-chair” data entry like this slows down operations and impedes accuracy. How much of the time employees spend managing systems could be better spent on more important elements of their jobs? How much of the time and money a business spends keeping everything straight could be reallocated to core functions and needs?

Connecting the Front Office to the Back Office

To make all this automation truly efficient, the various systems involved in billing must be able to communicate with one another to eliminate the redundancies and inconsistencies associated with manual management.

As luck would have it, there’s a system for that.

An intelligent billing platform designed to automate system management can work wonders to bridge the gap between the front and back offices. When legacy stack components struggle to keep up with present-day business needs, or when the operational silos lead to too much headache and error, an intelligent billing platform can integrate with existing platforms and software, triggering workflows between systems and automating manual management processes to increase accuracy, reduce cost and recognize revenue more quickly.

 

 

When disparate platforms don’t work together seamlessly, it can feel like too many cooks in the kitchen. But with an intelligent billing platform designed to manage all those cooks, businesses see increased revenue, productivity and customer satisfaction, as their employees are free to focus on their core responsibilities rather than machine management.

Watch our video and learn more about how our platform integrates front- and back-office processes. 

At goTransverse we have the preeminent intelligent billing platform designed to integrate front- and back-office processes to increase efficiency, reduce churn and maximize revenue. To learn more about how goTransverse’s intelligent billing solution can integrate your front- and back-office processes, schedule a free personalized demo today!

Clare Corriveau is the Director of Marketing at goTransverse. An award winning marketer, Clare has built her career in SaaS and demand generation. Prior to joining goTransverse, Clare oversaw North American prospect demand generation at Blackbaud. When she’s not kicking SaaS in marketer-mode, you can find her spending time with her husband and kids, hiking with her pup Pippa and cheering on Michigan State.