With Setuply, Inova has transformed its sales-to-implementation process, achieving a more seamless data flow, deeper financial insights, and improved revenue forecasting accuracy.

  The Customer

Inova has established itself as a premier provider of integrated payroll, HR, and benefits solutions. They are focused on delivering personalized, high-quality service to small- to medium-sized U.S. businesses.

  The Challenge

Inova identified opportunities to enhance the transition from sales to implementation. They discovered that the integration between their sales and onboarding teams was essential to streamline communications and optimize the efficiency of tracking revenue recognition during onboarding and beyond.

  The Solution

Setuply’s advanced integration capabilities enabled Inova to streamline its onboarding operations while gaining visibility of hyper-granular financial insights for closed deals and actual billings. This has made for a smoother, more accurate transition process.

  The Result

Thanks to the strategic integration between Inova’s CRM and Setuply, information flows between the systems, giving Inova visibility over revenue recognition at every step of implementation and beyond. This allows for more accurate revenue recognition, ideal customer profile management, and deeper insights into product and service delivery costs to support financial decision-making.

Siloes Between the CRM and Client Onboarding

As new sales deals entered the pipeline, Inova was accustomed to manually correlating information from their CRM to their client onboarding system. While time-consuming to sync up the data, this disjointed approach added strain to the transition between sales and implementation.

At the same time, Inova lacked a seamless bridge for the accurate and timely transfer of information between departments, detailed insights into revenue by service or product, and the ability to assess product delivery costs in a more granular way. While increasing operational overhead, using multiple tools also heightened the risk of communication breakdowns across the organization.

Strategically Integrate Data & Processes

Inova was able to integrate Setuply with their sales CRM, creating a bridge between the onboarding and delivery process. This bridge has allowed for a more seamless handoff.

With newfound visibility, critical information can begin to flow between the CRM and Setuply even while the deal is within the sales pipeline. The automated capturing and sharing of this information eliminates the need for manual data entry while making the transition from sales-to-implementation more consistent and accurate.

Improved Revenue Predictions

With Setuply, Inova has gained significant visibility of its revenue recognition as well as insight into product and delivery costs on a client, product, and service level. From these insights, Inova is positioned to make more informed financial decisions for the future.

In the words of Coray Grove, Inova’s Chief Revenue Officer: “Setuply has exceeded our expectations in enabling faster implementations and enhancing client satisfaction. With the platform’s advanced capabilities, we can now easily see the revenue we expect by service for a specific client at a specific time. That’s a power we’ve never had before.”