Webinar: Modern revenue management for finance leaders in SaaS

Gain control over billing, revenue, and financial outcomes in SaaS.

Finance teams in B2B SaaS often struggle with manual processes, limited visibility, and revenue leakage after the deal is closed.

In this webinar, we’ll show how Revenue Cloud Billing enables finance teams to manage billing, collections, and revenue end-to-end in one unified platform. Through a practical, demo-driven session, you’ll see where downstream revenue leaks occur, how automation reduces errors and risk, and how to think about ROI and the financial impact of modern revenue operations.

Note: The webinar link will be sent directly to registrants before the webinar.

1. Welcome & introduction to DYNACAP
Who we are, our experience with finance-led Salesforce transformations, and why revenue operations has become a strategic priority for modern SaaS finance leaders.

2. What is Revenue Cloud Billing and why is it relevant for you
Understand Revenue Cloud Billing by exploring common finance pain points such as disconnected billing systems, fragmented data, and manual processes, and how these challenges can be addressed by embedding billing directly into Salesforce as part of a unified Quote-to-Cash lifecycle.

3. Typical revenue leaks in downstream finance processes
Revenue leakage often occurs after the deal is closed, driven by manual billing setups, missed indexation, proration errors, and delayed or incorrect invoicing. We’ll break down where finance teams typically lose revenue and control in downstream processes, and why this is especially critical for B2B SaaS companies.

4. What this looks like in practice: end-to-end Revenue Cloud Billing demo
A real-world demonstration of how Revenue Cloud Billing supports the full revenue lifecycle in Salesforce. The demo covers product and pricing setup, quoting behavior, order orchestration, billing schedules, and invoicing, all managed within one consolidated platform. We’ll also show examples of automated billing and usage-based billing commonly used in complex SaaS finance models.

5. The return on investment
DYNACAP presents our take on the business value behind modern revenue management for finance teams in plain terms. You’ll discover what metrics matter most and how to frame your ROI story. 

6. Q&A
An open discussion to address your questions, specific challenges, and real-world scenarios from your own finance and revenue operations.

We're excited to spend time with you at this webinar and bring you into the world of Agentforce Revenue Management.