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eBooks and White Papers

SaaS Metrics, Billing, and Revenue Recognition

SaaS Billing Integration

20 Systems to Connect

Learn the benefits of connecting your SaaS billing platforms with different upstream and downstream systems.  Covers CRM, CPQ, ERP, accounting, payments, tax, foreign exchange and more.

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Calculating ARR

Annual Recurring Revenue

Compare the three different ways SaaS companies calculate ARR to understand which is best for you.  Rethink what products, contracts, and revenue streams should be included.

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PLG Self-Service Checkout

Free Trial Conversion for SaaS

How to optimize the self-service checkout experience for customers buying SaaS products online.  Recommendations for each step of the journey – 1) plan selection, 2) shopping cart review, 3) payment method capture, and 4) final checkout.

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Consumption Pricing

Metrics, Annual Contracts, Billing

The industry’s most comprehensive reference guide for consumption-based pricing.  Covers 1) Pricing metrics, 2) Discounting strategies, 3) Contract structures, 4) Packaging strategies, 5) Billing Policies, and more.

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SaaS Free Trials

Product Led Growth Strategies

Learn how to use product-led growth strategies for new customer acquisition.  The guide shares best practices for free trial registration, guided onboarding, upsell/cross-sell, payment capture, and checkout.

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Also Read our Online Guides

Net Retention

View Guide

Subscription Billing

View Guide

ARR/MRR

View Guide