Externaliz-IT

Description client

Externaliz-IT is a company that provides IT services mainly in B2B, their clients range from consulting companies to non-profit organizations. They bring essential technologies to their clients to operate and keeping a close relationship with them.

Industrie

IT services

Apps used

Sales, Subscriptions and Accounting

Objectif

Generating clear and simple quotations, managing invoices and recurring invoices linked to subscriptions. Following up on open invoices, facilitate payment reconciliation,...

Challenge

The organization wished to :

• Structure their subscriptions

• Reduce the manual input

• Have a live view of their accounting

Solution

1. Generation of subscriptions plans

2. 1. One quote for 6, 12 months or more

   2. Separate invoices to reduce manual input and generate more accurate P&L

   3. Automation of payment follow-up

3. Accounting

4. 1. Invoices and bills accounted accounted for

   2. Reporting

Résultats

• Time gained for invoice generation

• Subscriptions managed efficiently