Customer Story
How Patlytics Unified Self-Serve and Sales-Led Revenue Management with Maple
We're excited to share how Patlytics, an AI-powered patent intelligence and research platform, unified their self-serve and sales-led revenue streams with Maple. Patlytics empowers law firms and enterprises to streamline patent research, and they needed a billing partner that could support their hybrid go-to-market strategy.
Patlytics was managing two separate revenue streams: a self-serve motion for individual users and a sales-led motion for mid-market and enterprise customers. This created operational silos, with different pricing, provisioning, and reporting workflows for each. They needed a unified platform to standardize their revenue operations, from quote to cash.
The Challenge
Patlytics' hybrid go-to-market model created significant operational challenges. Their self-serve motion, powered by Stripe, was disconnected from their sales-led motion, which was managed in HubSpot. This led to a number of problems:
- No Single Source of Truth: Revenue data was fragmented across Stripe, HubSpot, and QuickBooks, making it difficult to get a holistic view of the business.
- Manual Workflows: Sales reps had to manually create quotes and manage contracts, while finance teams spent hours reconciling data between systems.
- Limited Flexibility: Their existing setup couldn't support complex pricing models, such as usage-based billing with commitments, or automated provisioning for enterprise customers.
The Solution
Patlytics chose Maple to unify their self-serve and sales-led revenue streams on a single platform. With Maple, they were able to standardize their pricing, automate their workflows, and create a single source of truth for their revenue data.
For their self-serve motion, they used Maple's hosted checkout to automate sign-ups and payments. For their sales-led motion, they used Maple's HubSpot integration to create quotes, manage contracts, and automate provisioning. And for their finance team, they used Maple's QuickBooks integration to automate invoicing and revenue recognition.
"Maple has been a game-changer for us. We now have a single source of truth for our revenue data, and our sales, finance, and CS teams are all on the same page. We're able to move faster, make better decisions, and provide a better experience for our customers."
Results
After implementing Maple, Patlytics achieved:
- Unified Go-to-Market Operations: Self-serve, mid-market, and enterprise workflows now run on a single platform. Sales reps create quotes and manage deals entirely within HubSpot, while CS teams use synced revenue data to drive upsells and renewals.
- Streamlined Financial Operations: Automated invoicing, dunning, and revenue schedules, plus seamless syncs to QuickBooks, eliminated manual reconciliation and accelerated month-end close.
- Seamless API Integration: Maple’s robust APIs provided hosted checkout callbacks for provisioning, a metering API with idempotency for accurate usage tracking, and secure webhooks to keep all systems in sync.
Conclusion
Patlytics's success story demonstrates the power of a unified revenue platform. By bringing their self-serve and sales-led motions together on Maple, they were able to eliminate operational silos, automate manual workflows, and create a single source of truth for their revenue data.