Customer story

How Udemy modernized order-to-cash operations with Tray

See how Udemy connected CRM and ERP systems to accelerate cash flow, improve revenue visibility, and scale operations efficiently.

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


Featuring

Paul Turner
speaker
Paul TurnerProduct StrategyTray.ai
Jing Chen
speaker
Jing ChenEnterprise and Business Applications DirectorUdemy

Let's explore what's possible, together.

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