“GRAX is helping us shorten our revenue reconciliation time from weeks to hours globally; it’s also going to help us fundamentally transform our business by making our teams an even more seamless extension of our customer’s organizations”


Key Outcomes

10X Reduction in Operational Overhead

Spectrum of Value: Step 5

Months saved in manual effort

GRAX Customer Stories / ServiceSource


Founded in 1999, ServiceSource provides services for B2B companies with expert, technology-enabled solutions, and best-practice processes to some of the most iconic companies in the world.

Industry: Business Services

Company Size: 1,001-5,000 employees

Website: ServiceSource.com

GRAX works with

+ Salesforce Platform

+ SFDC Sales Cloud

+ SFDC Service Cloud

Business Case

ServiceSource needed to improve revenue reconciliation and unlock service innovation with 100+ Salesforce Orgs across 170 countries.

ServiceSource also needed GRAX to open up the ability for them to safely embed their teams directly into their clients' Salesforce environments while imposing stringent, complex, and fully auditable data governance practices.

The Challenge | Before GRAX

70+ people spent 2+ weeks every single month manually reconciling invoices for services delivered to hundreds of customers

Swivel Chair login process forced reps and agents to double-log opportunities/cases in both internal Orgs and Customer Orgs

No clear solution for geographic data residency with global reporting

Adapt Faster
It’s Your Turn to Get Value from Your Data

Technical Needs

– Multi-Org Data Management

– Predictive Analytics

– 360° Customer Visibility

– Auditable Customer Invoicing

The Results | After GRAX


10X faster revenue recognition through auditable, automated global invoicing solution

‘Digital Bridge’ allows ServiceSource to extend API connections into Customer Orgs and drive 360°customer visibility & action

100% compliance with regional data governance regulations with real-time global “all-up” reporting capability

The Solution

Explore the Products that ServiceSource is Using to Adapt Faster

Time Machine
Backup & Restore
Data Archive
Data Hub

Want Results like this?


GRAX allows customers to take complete ownership and control of their Salesforce data by capturing and storing it in environments that they own and operate. This creates the most effective way to meet the most stringent regulatory requirements by capturing and preserving 100% of their data’s Digital Chain of Custody.

This Value Spectrum illustrates how GRAX stacks up against other providers. After our customers assessed what data actions and product features were available from each provider in the market, they chose GRAX over the alternatives.

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ServiceSource Reduced Operational Overhead 10X with GRAX

It's time to unlock your data's value.

Leader in FinTech Payments
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© GRAX 2020

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