You’re responsible for growth strategy and results, revenue reconciliation, forecasting, enablement, and minimizing risk (just to name a few). The board, company leadership, and your team are relying on you to have an accurate picture of the business, but you’re searching for clarity about your customers among obscure data and information.
“Our CRM is the source of truth.”
“Upload the agreement to the CRM, add your notes, add the autorenewal date in the customer success field…”
“Jerry hasn’t updated the CRM!”
“Bryce, do you have the original agreement? I can’t find it…”
It doesn’t have to. Instead, leading revenue teams tap into the real source of truth, their contracts and related documents, as they contain the answers to the toughest questions about the business, vendors, and customers.
Document Understanding for Revenue & Expense Optimization is the inside edge that gives you the insights needed for fast, decisive, and accurate decisions. ThoughtTrace integrates with your business systems to automate and fuel intelligent business processes. CRM, ERP, Accounting systems, and more to automate and fuel intelligence business processes.