Case Study: How InTandem Automated Origin's Contract Lifecycle and Billing in Salesforce
About Origin
Origin is an all-in-one personal AI financial advisor that helps individuals track spending, investments, and net worth while providing personalized, real-time guidance based on their financial data. It also partners with employers to improve employees’ financial health through global coverage, financial professionals, and tools designed to reduce stress and help people make better financial decisions.
- Founded: 2018
- Industry: Financial Services
- Location: Boston, Massachusetts
- Company Size: 51-200 employees
Origin’s Challenges:
Origin was looking to automate their Contract Lifecycle Management (CLM) and Quote to Cash (QTC) processes to improve operational efficiency. Origin engaged InTandem to assess their current systems for contract generation, redlining and invoicing.
Breakdown of challenge areas:
Manual Billing & Invoicing: Customer success manually collects billing data from Metabase and sends it to finance for invoicing. The manual data gathering and invoicing process leads to limited visibility, inefficiencies, errors, poor tracking and lack of control over credits.
Manual Contract Management: Contracts are generated and redlined manually in DocuSign, with Sales and Customer Success working directly with Legal due to the lack of a dedicated Deal Desk. This manual process is time-consuming and limits efficiency and scalability.
Scalable CLM/QTC Processes: Beyond this project, Origin wanted to know how they could future proof their processes and systems.
The InTandem Solution
This engagement focused on automating contracts for new and renewing customers, along with simplifying billing for 180 current customers, in Origin’s Salesforce instance. This effort helped unify systems and improve collaboration between sales, customer success, and legal, driving operational efficiency and scalability.
Manual Billing & Invoicing
Integrated Salesforce with Metabase, enabling real-time flow of data between both platforms for paid and pending invoices. Introduced alerts for billing updates, scheduled reports for upcoming billing based on Salesforce data fields, automated manual billing forms, and created reports to track exceptions and provide visibility on billing and contract data.
Manual Contract Management
Integrated DocuSign into Salesforce for seamless contract generation and visibility, and enabled notification emails and Slack alerts from Salesforce based on stages like 'closed won' for better tracking and workflow automation.
Scalable CLM/QTC Processes
Outlined fully automated contract management and billing/invoicing processes complete with recommended tech stack.
Paul M.
Origin, SVP Commercial & GM B2B
Partnering with InTandem on critical solutions for better lifecycle management of our deals has improved our Salesforce hygiene immensely and allowed our commercial team to navigate Salesforce with ease.
Tools We Supported
Meet the InTandem RevOps Expert who Drove Our Success
Want to get started? Fill out the form on the right if:
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Your contract and billing processes are still manual and can't keep pace with your growth
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You're managing Salesforce hygiene issues that are slowing down Sales, CS, or Legal
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You want a scalable CLM/QTC process, with a clear tech stack, not just a one-off fix