How Udemy modernized order-to-cash operations with Tray

Overview

Faced with growing complexity in its customer and billing systems, Udemy needed a better way to manage order-to-cash (OTC) workflows. Manual work slowed collections, limited cash flow visibility, and increased operational risk. Learn how Udemy integrated its CRM and ERP systems with Tray to automate OTC processes, accelerate revenue recognition, and deliver a better customer experience.

What you’ll learn 

• How Udemy shortened the OTC cycle and improved collections
• Why CRM-ERP integration was critical for cash flow visibility
• How automation improved customer satisfaction and reduced churn risk
• Lessons for building scalable, flexible OTC workflows
  

Session chapters

1. Introduction: Udemy's order-to-cash challenges
2. Why modernization was critical for Udemy
3. How Tray connected CRM and ERP systems
4. Improving automation and accelerating cash flow
5. Business outcomes: customer impact and growth
6. Q&A session