m_doc's avatar

Matt Dougherty 72

@m_doc

Founder of Exchange-O-Gram

Comments 4

a year ago

I looked at Bench but ultimately decided to stick with QBO and an outsourced bookeeper instead of switching over to the Bench software. During discovery calls, they had reservations about going fully…

6 upvotes
1 comment

We are in the process of rolling out Chargebee which is a subscription management / billing platform. They are rolling out quoting functionality with integration into SFDC, though we haven't yet used…

6 upvotes
0 comments
almost 2 years ago

The configuration makes it difficult to deal with our complex customer hierarchies, which also leads to issues throughout the PO generation process, and ultimately the billing process

5 upvotes
0 comments
almost 2 years ago

Salesforce provides us a platform to organize our customers and serves as a hub for communicating with them through integrations with Zendesk, Outreach, etc.

1 upvote
0 comments