Case HappyOrNot: A seamless lead-to-cash value stream

HappyOrNot, founded in Tampere in 2009, has grown to become a global leader in customer satisfaction measurement and analysis. The company’s innovative feedback solutions enable the easy collection of customer feedback through both physical feedback terminals and digital channels.

As a growing SaaS company, HappyOrNot faced challenges related to complex processes that crossed organizational and technological boundaries. Specifically, the lead-to-cash process required an efficient solution that would seamlessly integrate marketing, sales, and finance. Managing orders, sales reporting, renewals, and complying with international tax regulations posed significant challenges that were slowing down the company’s growth.

With Greenstep’s help, HappyOrNot implemented an advanced, highly automated, and seamless quote-to-cash process where the integration between Salesforce and NetSuite significantly improves efficiency. Processes such as quote creation, order management, and billing are now automated, reducing manual work and minimizing the risk of errors. Automated revenue recognition and smooth system collaboration have established a scalable and flexible business foundation.

A Cohesive System with Room for Future Growth

The result is a well-functioning, scalable system where all functions – marketing, sales, and finance – use specialized platforms but work together as one business engine. This has boosted HappyOrNot’s efficiency and ensures that new business requirements can be implemented flexibly.

Download the guide and learn more about how HappyOrNot and Greenstep built a tightly integrated system that enables efficient growth and scalability – and how a similar solution can help your business as well.