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Order-to-cash automation and the Udemy transformation
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
Introduction: Udemy's order-to-cash challenges
Why modernization was critical for Udemy
How Tray connected CRM and ERP systems
Improving automation and accelerating cash flow
Business outcomes: customer impact and growth
Q&A session
Featuring
Paul Turner
Automation Expert
Jing Chen
Enterprise and Business Applications Director
Udemy