ARR Automation for Zendesk Sell

Turn lightweight CRM data into heavyweight CFO analytics.

We’ll assess your data health and show your readiness to automate ARR.

Why teams call us

The biggest blockers we solve inside Zendesk Sell.

Scattered fields; Finance can’t trust monthly numbers

How it works

We don’t store ARR in your CRM — we build an ARR Data Cube in your warehouse, compute the monthly Roll-Forward (New, Expansion, Contraction, Churn) in ELT, and surface it in BI for a CFO-owned data layer.

Seven-element schema + time-series cube
Monthly roll-forward with clear taxonomy
Booked vs Active + FX treatment

Under the hood

  • We map seven core elements — Customer, Start Date, Expiration Date, Units, Unit Price (native), Product, and Segmentation — to ensure reconciliation to GAAP and Billing with auditability built in.

Integration Notes for Zendesk Sell

Typical field mappings and architecture patterns we implement.

Normalize products/terms; stitch to billing & revenue
Expose curated marts to BI

FAQs

What about cohorts?
We ship cohort views by start month, segment, and product to measure true retention.

Related integrations

Explore other CRMs and ERPs we support.

Other CRMs

Popular ERPs

Ready to trust your ARR?

We’ll build the ARR cube and roll-forward inside your stack, then hand you the keys.