Published Oct 9, 2024

The secret to SaaS success: Real stories from industry leaders

Celigo
Celigo
3 key takeaways
  • To be competitive despite headwinds, SaaS companies must innovate.
  • Integration and automation can help teams do more with less.
  • Industry leaders are using automation to reduce workloads and boost performance.

As most leaders know all too well, the SaaS market is the most volatile it has been in years. With pandemic-fueled growth fading, investments are slowing, growth rates are declining, and churn is on the rise.

Despite this shift, there remains a significant demand for new innovations in SaaS products, particularly in the realm of AI. This dynamic places increased pressure on SaaS leaders to achieve more with fewer resources.

The secret to increasing revenue while minimizing churn rates and optimizing resources is automation. But here’s the catch: without an integrated tech stack, successful automation is out of reach. You’ll need to connect your core systems to smoothly automate business processes end-to-end. 

Don’t just take our word for it—discover how integration and automation have empowered industry leaders to streamline their workflows.

5 SaaS businesses automating processes with Celigo

Your peers are harnessing integration to automate processes ranging from quote-to-cash to expense management. Learn how these five SaaS businesses leveraged Celigo’s iPaaS (Integration Platform as a Service) to achieve efficiency and growth.

Dive into their stories: 

WeTransfer: Accelerating time-to-close

After spending hundreds of hours over two and half years trying to automate their manual quote-to-cash processes, computer field transfer service company, WeTransfer, was at a breaking point. Manual reconciliation processes were keeping the company from closing their books promptly–leading to serious delays in the billing cycle. With limited technical resources and a need for quick implementation, the WeTransfer team began looking for an advanced iPaaS. This led them to Celigo. 

The team leveraged Celigo’s iPaaS to help them integrate their customer relationship management (CRM) platform with their enterprise resource planning (ERP) system to automate their quote-to-cash process. This streamlined approach not only accelerated WeTransfer’s time to close, but also significantly reduced the time spent on manual data entry.

BrandMuscle: Cutting workloads in half

When BrandMuscle, a leader in integrated local and channel marketing, launched their integrated local marketing platform, Brandbuilder, they quickly realized their legacy systems could no longer keep up with modern demands. The team recognized that to sustain business growth, they needed integrated best-of-breed software solutions.

By adopting Celigo, BrandMuscle was able to holistically connect their new applications and automate their custom processes, including order-to-cash. This automation allowed the team to shift their focus from manual data entry to strategic initiatives, effectively halving their workload.

LogMeIn: Improving expense management

LogMeIn’s software has been integral in facilitating remote work–leading to rapid demand for the platform. As the business expanded, they encountered challenges with manual processes that hindered their ability to obtain a comprehensive view of their data. A critical area affected by this issue was expense management

With Celigo, LogMeIn successfully integrated their ERP system with their expense management platform–allowing data to flow between the two systems. Now, employees can manage their expenses directly in the expense management application, and the finance team can ensure they have accurate, up-to-date expense data across systems. 

Frontline Education: Transforming payment tracking

When K-12 educational software developer Frontline Education, met Celigo, they still relied on spreadsheets to track payment information. This task required staff to dedicate hours over several days reconciling data between their payee spreadsheet and ERP accounts spreadsheet. On top of that, the process was full of human errors. With over 12,000 customers–most who renewed annually at the beginning of the school year–the transaction volume became unmanageable. 

By leveraging Celigo, Frontline was able to automate this process–completely eliminating the need for spreadsheets. This saved Frontline Education huge amounts of time and significantly increased overall job satisfaction. 

SAFIO Solutions: Enhancing customer experiences

SAFIO Solutions, a cloud-based forecasting software solution for inventory optimization, was facing major issues when it came to integrating clients’ various data channels into their solution. To be cost-competitive, improve customer experiences, and reduce churn, the team knew they needed to quickly solve this problem.

When looking for a solution, the team knew they wanted an integration platform that would integrate well, have good support, and be cost effective. This led them to Celigo. After adopting Celigo, the team was able to quickly implement integrations–significantly enhancing customer satisfaction.

Maximize efficiency with Celigo

In today’s volatile SaaS market, streamlining operations can make a big difference in your team’s capacity to drive innovation with limited resources. The stories of WeTransfer, BrandMuscle, LogMeIn, Frontline Education, and SAFIO Solutions demonstrate that integrating systems and automating workflows can lead to significant improvements in efficiency, productivity, and positive customer experiences. 

With Celigo’s iPaaS as their integration solution, these companies have not only managed to navigate the challenges of a changing landscape, but have also positioned themselves for sustained growth and success. Dive deeper into how you can achieve the same results at your business with our ebook, “SaaS shifts: Navigating the latest trends with iPaaS.”