Procurement Supports
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- Set up and populate your SaaS stack
- Integrate your ERP & Accounting software with Sastrify
- Tool Discovery via SSO (Single Sign-On) integrations
- Set Renewal Dates & Reminders
- Assign and modify Tool Owners
- Upload your SaaS documents into Sastrify
- Sastrify App Support: Assistance at your Fingertip
- Roll out Sastrify across your organization
- Sastrify's Commitment to Security and Privacy Standards
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- Google Workspace SSO Integration for Tool Discovery
- Enhance organizational SaaS management with HRIS Integrations
- Summary Tab for storing your subscription details
- Use Discovered Page to detect active subscriptions
- Tools and Spend Importer: Easily upload and visualize data in Sastrify
- Align vendor names using the Tool Matching feature
- Add Sastrify App to your Slack workspace
- Manually add a new tool subscription
- Bulk upload of SaaS invoices
- Forward your SaaS documents via email
- Change notification preferences
- Maximizing the benefits of the Overview page
- Manage activities and collaborate using custom tasks
- Task Automation: Streamline the creation of routine tasks
- Archive or delete inactive subscriptions
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- Utilize Usage Analytics for full usage visibility
- Integrate Pleo with Sastrify
- Validate and fine-tune spend data with the Spend feature
- How to connect Microsoft Dynamics
- How to connect Netsuite
- How to connect Quickbooks
- Import spend data from Candis to Sastrify
- Import spend data from Spendesk to Sastrify
- Import spend data from Pleo to Sastrify
- Import spend data from Moss to Sastrify
- Import spend data from DATEV to Sastrify
- Zoom Usage Analytics Integration Guide
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- Get Expert Procurement Support for New Purchases and Renewals
- Scope of Service: Custom Benchmarking & Contract Review
- Scope of Service: Negotiation & Renewal Support
- Scope of Service: Custom SaaS Optimization Advisory
- Purchase your SaaS through the SastriMarket
- Control your cloud costs with SastriCloud
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- ERP & Accounting Integration FAQs
- Discovery via SSO Integration FAQs
- HRIS Integration FAQs
- Usage Analytics FAQs
- Tools and Spend Importer FAQs
- Invoices FAQs
- Achieved & Potential Savings FAQs
- What is SaaS and Sastrify's scope of work?
- Who can invite a new user?
- Who receives the renewal alerts or reminders?
- How does Sastrify work with currencies?
- Is the spend data from accounting export always up-to-date?
- How to work with benchmark prices
- When and how to involve Sastrify in a contract evaluation or negotiation?
- How does Sastrify interact with SaaS vendors?
- How do you handle confidentiality clauses in vendor contracts?
- Does Sastrify handle SaaS contract termination?
- Why is contract data essential for benchmarking and negotiation support?
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- Connecting your accounting software with Sastrify
- How to assign Tool Owners
- What Sastrify can do for Tool Owners
- How to set renewal dates
- How to set up a company-wide renewal reminder
- How to keep your tool stack updated
- How to set up, activate, and use a Workflow
- How to invite new users to Sastrify
- How to use Procurement Initiatives for new purchase & renewal
- How to collaborate using custom tasks
- Report issues and track procurement involvements
- Best Practices on how to work with Procurement Initiatives
- How to set up direct usage analytics integration
- How to set up SSO usage analytics integrations
- How to work with the Discovered tab
- How to use subscription tags
- Walk-through of the subscription detail page
Scope of Service: Custom SaaS Optimization Advisory Print
Modified on: Tue, 26 Mar, 2024 at 8:29 PM
Applicable to the following Sastrify plans:
| Legacy* | Essentials | Pro | Platinum |
|---|---|---|---|
| ✔ | ✘ | ✔** | ✔** |
* Legacy includes all plans signed before February 29, 2024. The availability of this feature varies across different existing legacy contracts. Please refer to the terms outlined in your contractual agreement for confirmation.
** This service is available as an add-on.
IN THIS ARTICLE:
Service Details
Purpose
The Custom SaaS Optimization Advisory is conducted quarterly (every 3 months) to deliver advice to our customers on potential cost-saving opportunities across their entire SaaS tool stack and to plan for upcoming procurement initiatives.
Scope and Deliverable
- Sastrify provides guidance on upcoming renewals and identifies high-level savings opportunities per SaaS subscription with significant spend. This guidance is delivered via asynchronous mediums such as recorded videos and/or live advisory sessions.
- Expertise is shared regarding optimization opportunities through price benchmarks, exclusive discounts via pre-negotiated reseller deals, tool stack overlap, adjustments of tool specifications, and right-sizing of unused licenses.
- During those sessions, we assist the client in identifying crucial initiatives, such as: upcoming renewals, quick wins, and building a roadmap for the next 3-6 months.
- Additionally, the customer and the Sastrify's IT Buyers align on how Sastrify can best support these initiatives.
Sastrify's Approach
- Customers can book an advisory session (duration up to one hour per quarter) for a live advisory of their tool stack.
- An experienced IT Buyer performs a quick, high-level screening of the tool stack before the call (~30 minutes prep).
- A refresher of this can be requested up to three more times during a 12-month contract term.
Requirements
- Customers who have this service as part of their subscription need to proactively contact Sastrify (either the Customer Success Team or the Procurement Team) to book the quarterly call.
- Sastrify will send a reminder to the customer to book the sessions. To maximize the effectiveness of the call, the customers will be asked to keep their tool stack up to date, including renewal dates, spend, and contract details.
Disclaimer:
Sastrify offers an extensive array of savings potentials for SaaS, IaaS, and PaaS tools, utilizing a dataset reflecting expenditures exceeding €2 billion, encompassing thousands of contracts and negotiations led by Sastrify. While this doesn't assure that every SaaS tool can be analyzed with a substantial amount of data, our service is subject to availability or prior experience. In cases where limited or no data or experience is accessible, the potential savings review is conducted with guidance on generic improvement strategies.What you can expect from a custom benchmark request by Sastrify
A customer engaging in a Custom SaaS Optimization Advisory with Sastrify can anticipate a comprehensive tool stack review and advisory. The purpose is to receive expert advice on potential cost-saving possibilities throughout their entire SaaS tool stack, discuss quick wins, and plan for the next important renewal or new purchasing projects for the upcoming 3-6 months.
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