SalesHood upgrades to Everest and saves 200% on cost

SalesHood is an Agentic AI revenue enablement platform company for sales teams. They offer a full-suite enablement platform that unifies content, learning, coaching, and digital sales rooms in one system. As such, it is a software business with recurring revenue.

When Sara Holton stepped into her role as Manager of Accounting at SalesHood, she inherited more than just the books—she inherited a system that held the team back. To manage their accounting functions, they were using an older ERP. Still, Sara made it work. She knew the system from a previous role and understood its quirks. But she also knew it wasn’t sustainable. 

Then, out of nowhere, their ERP vendor raised prices by 200%. That caused Sara and the team to evaluate new options. Switching to Everest, she realized she would have a far better ERP: one that could track net-recurring revenue (NRR), tag employee expenses, report on ASC 606, and more—for less total spend.

Sara and the SalesHood team began evaluating alternatives, initially considering another legacy system. But nothing felt like a real step forward—just more of the same, repackaged. Then Everest entered the picture.

From the first demo, it was clear this wasn’t just another ERP. It was modern, intuitive, and, most importantly, built for how SaaS businesses actually operate.

“Everest was so sleek and right away, it provided so many more new features that the other ERPs didn’t,” says Sara. “I loved that I could tag employees to their expense records. It had NRR. Our old ERP didn’t have that. At the time, I had to calculate it manually.” 

It was then that Sara realized how severely limited she’d been on the prior platform. As a small team, there were plenty of manual reconciliation tasks she'd rather hand off. Everest would do that for her.

Everest’s advantages over other ERPs:

• Tag employees to expense records

• NRR reporting

• Prepaid schedules

• Bank matching

• Quote-to-cash

• Deep Salesforce integration for reporting

• Granular reporting

• Automatic reconciliations (e.g. for credit card fees)

• Subscription waterfall

“It was really important to our CEO and me to know how we were retaining or growing our current customer base,” says Sara. The more Sara explored Everest, the more the limitations of their old system became impossible to ignore. “It did everything our current ERP did—but better,” she says. “And then a lot more.”

The more she learned, the more she loved. Sara saw that Everest features a subscription waterfall that tells you what you’re going to recognize each month from each customer. She could forecast into all her contracts. The bank feeds were a big step up too, and would automatically recognize revenue. 

Everest was a clear winner. But then, the hard part.

ERP migrations are notorious for being painful—long timelines, broken processes, and endless back-and-forth with consultants. Sara warned her CEO to expect the worst.

But that’s not what happened.

“It was actually…pleasant,” she says. No chaos. No delays. No operational setbacks.

Just a smooth transition to something better. Instead of months of disruption, the transition was surprisingly simple.

Sara uploaded a few of her existing reports into a shared folder. The Everest team took it from there—rebuilding, configuring, and refining the system in the background. She checked in periodically, giving feedback, but the heavy lifting was done for her.

Instead of being buried in spreadsheets and reconciliations, Sara finally had time to think strategically. Reporting became real-time. Forecasting became precise. And for the first time, the company had a clear, unified view of how their customer base was growing.

“It’s huge to have that on one dashboard,” she says.

Even more valuable was the support. As part of a lean finance team, Sara didn’t always have someone to sanity-check decisions. With Everest, she gained access to a team of CPAs who could provide guidance directly in Slack—helping ensure accuracy and compliance in real-time.

The idea of going back is unthinkable.

“At this point, we couldn’t live without Everest,” Sara says. “Can I imagine going back to spreadsheets for revenue recognition or commissions? Absolutely not.”

What started as a frustrating cost increase turned into something far more valuable: a complete transformation of their financial operations.

And for Sara, it meant finally stepping out of the weeds—and into a role where she could help shape the future of the business.