The sources provide an overview of SAASTEPS, a platform that positions itself as the necessary single system of truth for managing the entire customer revenue lifecycle within a business. The company asserts that organizations often struggle due to disconnected systems used by departments like Sales, Finance, and Renewals, which results in fragmented data and reduced accountability. SAASTEPS solves this problem by offering a unified, end-to-end solution built on a unified data model that provides complete visibility and improves crucial functions like Renewals Lifecycle Management. This system is comprised of two core products: SAASPAY, focusing on commerce and payment processing, and SAASRAM, which covers complex processes including CPQ, billing, and subscription management. By consolidating data and operations, SAASTEPS aims to streamline processes and provide real-time revenue insights.

Source: https://saasteps.com/do-you-have-a-single-system-of-truth-providing-a-complete-view-of-the-entire-customer-revenue-lifecycle-and-who-is-doing-what/
Disclosure: This was created by NotebookLM to describe the blog above.

Why Your Revenue Needs a Single System of Truth

The provided sources introduce SAASTEPS, a specialized platform designed to eliminate bottlenecks caused by managing the recurring revenue lifecycle across multiple, siloed systems. The primary issue identified is how disconnected systems across sales, finance, and renewals lead to data inconsistencies, errors, and manual processes that critically hinder efficient customer retention and growth. SAASTEPS addresses this by offering a unified data model on the Salesforce platform, creating a single source of truth that automates workflows and enhances cross-departmental collaboration from initial quoting through billing and renewal. The product suite is comprised of two distinct functional areas: SAASPAY, which handles commerce and payment processing; and SAASRAM, which manages complex revenue functions including CPQ, subscriptions, and autonomous revenue acceleration. Ultimately, SAASTEPS seeks to help organizations streamline operations and enable proactive customer engagement to secure renewals and drive predictable, sustainable growth.

Source: https://saasteps.com/are-multiple-systems-creating-bottlenecks-in-your-revenue-process-making-it-challenging-to-reach-more-customers-and-secure-renewals-each-month/
Disclosure: This was created by NotebookLM to describe the blog above.

Stop Losing Revenue to Siloed Systems

The sources explain that many organizations suffer from revenue leakage, a costly issue resulting from complex, manual workflows and siloed systems across sales, billing, and finance departments. This problem is addressed by SAASTEPS, a solution built on Salesforce designed to unify and automate the complete revenue lifecycle. The platform works to eliminate bottlenecks, provide full visibility, and streamline approvals to ensure that companies can capture every dollar of value, thereby improving billing accuracy and boosting renewal rates. SAASTEPS achieves this through its two core product offerings: SAASPAY, which handles B2B commerce and payment processing, and SAASRAM, which manages critical functions like CPQ, subscriptions, and invoicing. By integrating these processes, SAASTEPS aims to accelerate the transition from closing a sale to realizing revenue.

Source: https://saasteps.com/eliminate-revenue-leakage-by-streamlining-revenue-workflows-in-salesforce/
Disclosure: This was created by NotebookLM to describe the blog above.

The Trillion Dollar Cost of Revenue Leakage

The sources detail the integrated financial technology solutions offered by SAASTEPS, a company specializing in streamlining revenue operations for Software as a Service businesses. The core product is presented as an All-in-One Billing Solution designed to eliminate fragmented systems by consolidating key processes (such as subscription tracking, payment processing, and proactive Renewals Management) into a single platform built directly on Salesforce. The offerings are formally divided into two main categories: SAASPAY, which focuses on commerce and secure payment processing, and SAASRAM, which provides Autonomous Revenue Acceleration Management. SAASRAM specifically encompasses quoting, Subscriptions Management, and automated Recurring Billing and invoicing. By unifying these functions, SAASTEPS aims to provide a reliable, scalable system that reduces manual errors, supports complex and flexible pricing models, and delivers crucial revenue clarity for businesses ranging from startups to large enterprises.

Source: https://saasteps.com/all-in-one-billing-solution-for-recurring-billing-in-salesforce/
Disclosure: This was created by NotebookLM to describe the blog above.

Fixing Fragmented SaaS Revenue Management

The sources outline SAASTEPS, a technology company dedicated to managing and accelerating the full revenue lifecycle through centralized tools built on Salesforce. The platform is designed to eliminate common business problems like data silos and revenue leakage that result from using disparate systems and disconnected customer information. To achieve this unification, SAASTEPS provides a 360-Degree Revenue Cycle Management Dashboard that allows teams, ranging from Sales to Finance, to access and act on the same, unified customer history in real time. The company’s product suite is categorized into two main components: SAASPAY, which focuses on commerce and payment processing, and SAASRAM, which handles autonomous revenue acceleration, including CPQ, billing, and renewals management. By implementing this singular, integrated system, organizations are better equipped to make smarter decisions, accelerate processes, and deliver personalized customer experiences.

Source: https://saasteps.com/360-degree-revenue-cycle-management-dashboard-in-salesforce/
Disclosure: This was created by NotebookLM to describe the blog above.

Unified Dashboard Stops Revenue Leakage and Silos

The provided texts offer an extensive overview of SAASTEPS, a software solution built on the Salesforce platform designed to accelerate growth by streamlining Revenue Operations (RevOps). The company asserts that organizations often lose valuable time due to manual processes, slow approvals, and disconnected systems that prevent employees from focusing on growth-oriented activities. SAASTEPS solves this challenge by unifying commerce, billing, and renewals management onto a single platform, featuring a unified data model that provides a complete view of the customer lifecycle. By automating complex workflows, the solution frees up teams across sales, finance, and customer success to proactively engage customers and identify opportunities for upsell and cross-sell revenue. Additionally, the sources clarify the brand identity, explaining the name SAASTEPS combines "SaaS" and "STEPS," while identifying key product components such as SAASPAY and SAASRAM.

Source: https://saasteps.com/accelerate-growth-by-streamline-revenue-operations-in-salesforce/
Disclosure: This was created by NotebookLM to describe the blog above.

Stop RevOps Friction with Salesforce Unification

The provided texts offer an extensive explanation of SAASTEPS, a native Salesforce platform that aims to unify and automate the entire Revenue Lifecycle management process. This solution is framed as a modern alternative to traditional tools like Salesforce CPQ and Revenue Cloud, which the sources argue create inefficient data silos, necessitate costly custom code, and prolong implementation timelines. SAASTEPS is promoted as a 100% declarative, no-code system that combines seven essential revenue-critical functions (including quoting, billing, subscriptions, and payments) into a single, harmonized data model designed to be AI-ready. The company’s offerings are structured around two main products, SAASPAY for commerce and payments, and SAASRAM for revenue acceleration and management. By eliminating the need for middleware and extensive consulting, SAASTEPS promises customers lower operational costs and dramatically faster time-to-value, with implementations measured in days or weeks.

Source: https://saasteps.com/revenue-lifecycle-for-salesforce-a-salesforce-cpq-alternative/
Disclosure: This was created by NotebookLM to describe the blog above.

Unifying Salesforce Revenue Lifecycle Management No Code

This podcast discusses the Tax Appeals Commission, outlining an unsuccessful appeal filed by an Appellant against the Revenue Commissioners. The central conflict concerned the Revenue Commissioners' refusal to grant a Research and Development (R&D) tax credit claim worth €41,675 for the 2022 accounting period. The claim was denied because the Appellant failed to submit a mandatory specified return form by the statutory deadline of December 31, 2023, an error attributed to the Appellant's accountant experiencing poor internet connectivity while filing. The Commissioner held that the relevant statute is mandatory—using the word "shall" to define the 12-month limit—which leaves no allowance for discretion or equitable relief, regardless of the Appellant’s financial loss or genuine attempt to file on time. Therefore, the appeal was denied because the law requires strict adherence to the prescribed time limits and submission requirements.

236TACD2025 - Corporation Tax

This podcast discusses the Tax Appeals Commission concerning an appeal against the Revenue Commissioners regarding a refusal to grant a stamp duty repayment of €40,950. The core issue was the timeliness of the repayment claim, which the Appellant submitted in 2024 for stamp duty paid on a land instrument executed in 2007. The Appellant argued his case was unique because the underlying conditional land swap never finalized, submitting that the four-year time limit should run from 2021 when the contract became void. However, the Appeal Commissioner examined Section 159A of the Stamp Duties Consolidation Act 1999, which mandates a strict four-year time limit running from 30 days after the 2007 execution date, meaning the claim should have been filed by 2011. The Commissioner ultimately found that the legislative wording was plain and self-evident, providing no discretion to consider equitable arguments or extenuating circumstances, and therefore upheld the Revenue Commissioners’ refusal.

237TACD2025 - Stamp Duty

This podcast discusses the Tax Appeals Commission regarding an appeal brought by an Appellant against The Revenue Commissioners concerning assessments for Capital Acquisitions Tax (CAT). The central dispute focused on whether funds received by the Appellant were taxable gifts or should be excluded as a purported loan or as legitimate business expenses. While the Commissioner found that the Appellant failed to provide sufficient evidence to support her claims that the confirmed funds were a loan or business expenses, she agreed that certain amounts were correctly classified as consultancy fees subject to income tax. Crucially, the Commissioner accepted the Appellant's assertion that she did not receive the large sum attributed to unconfirmed cash withdrawals. Consequently, the Commissioner determined that the overall tax assessment levied against the Appellant would be reduced based on these findings.

New tracks tagged #Revenue