Activity based billing for SugarCRM - Transverse LLC presentation from SUGARCON201212
Upcoming SlideShare
Loading in...5
×
 

Activity based billing for SugarCRM - Transverse LLC presentation from SUGARCON201212

on

  • 369 views

For businesses that want to take their subscription or recurring billing to the next level, TRACT from Transverse gives your CRM the power to use subscriptions to increase consumption by tailoring ...

For businesses that want to take their subscription or recurring billing to the next level, TRACT from Transverse gives your CRM the power to use subscriptions to increase consumption by tailoring pricing to customers’ usage patterns and preferences.

TRACT includes the following features/functions:

Real-Time Rating Engines
Dashboard/Analytics
Connected Devices
Subscription Management
Billing/Payments
Integration
Product Catalogs

To grow subscription revenue, TRACT has been developed with one thing in mind: empower business people to define the “what ifs” that will drive new product and service development, and to maintain rules on an ongoing basis as the products and services evolve.

In fact, with TRACT, business people in product development, marketing and finance can develop, deploy, maintain, change and decommission services. TRACT boasts a rules-based rating engine that uses a common spreadsheet interface to define rate plans. This approach makes the creation of rating rules one that is already very familiar to business people already using Microsoft Office, NetSuite and other business applications. It is designed to simplify and automate the task of defining complex usage types through a rules-based system that offers straightforward configurations.

TRACT is the only billing product or service that is truly usage-aware without forcing customers to write code or build external systems to handle usage.

Statistics

Views

Total Views
369
Views on SlideShare
369
Embed Views
0

Actions

Likes
0
Downloads
0
Comments
0

0 Embeds 0

No embeds

Accessibility

Upload Details

Uploaded via as Adobe PDF

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

Activity based billing for SugarCRM - Transverse LLC presentation from SUGARCON201212 Activity based billing for SugarCRM - Transverse LLC presentation from SUGARCON201212 Presentation Transcript

  • The Leaders in Activity-Based Billing powered by YOU CAN BILL FOR THAT? ENRICHING THE VALUE OF SUGARCRM Chris Couch, COO and Co-Founder, Transverse
  • V1.1©2012 Transverse LLC powered by •Robust •Expensive •Not cloud-based •Accessible to large businesses •Cloud-based •Affordable •Solution for simple recurring payment problems and management •Accessible to all businesses •Builds on Billing 2.0 •Designed for activity-based business models •See customers’ activities in real-time •Allows for additional revenue streams and business insight THE BILLING EVOLUTION $10 Million + cost to implement $4 Billion + contracted billings 49% of SMBs bill by activity Billing 1.0 Billing 2.0 Billing 3.0 Industry Vertical Solutions Subscription Economy Customer Economy
  • V1.1©2012 Transverse LLC powered by ACTIVITY-BASED BILLING: SHOW ME THE MONEY Increase your bottom line. See your customer’s activities in real-time to create new revenue streams and identify critical market trends. View slide
  • Billing and Dynamic Revenue Management powered by Relationship + Activity (Billing 3.0) Business Model Examples View slide
  • V1.1©2012 Transverse LLC powered by One-Time Fee for Subscription Normal Activities: •Per minute (up to hourly & daily Maximum) •Additional per mile after a threshold Infrequent Activities: •Penalties •Assessments SUBSCRIPTIONS AND ACTIVITIES
  • V1.1Proprietary and confidential. Do not disclose. ©2012 Transverse LLC powered by Entitlements: •Allowance of articles •Authorized user Multiple Subscription Options: •Different Products •Different Packages SUBSCRIPTION WITH LEVELS + ACTIVITIES
  • Billing and Dynamic Revenue Management powered by Activity-Based Billing Processes
  • V1.1©2012 Transverse LLC powered by REVENUE OPPORTUNITIES COMPLEXITY SUBSCRIPTIONS ACTIVITY MANAGEMENT ENTITLEMENTS PERSONALIZATION ELEMENTS OF ACTIVITY-BASED BILLING
  • V1.1Proprietary and confidential. Do not disclose. ©2012 Transverse LLC powered by ORDER-TO-CASH & ACTIVITY-TO-CASH PROCESSES analytics
  • V1.1Proprietary and confidential. Do not disclose. ©2012 Transverse LLC powered by 1 ORDER-TO-CASH SCENARIO Validate Credit Card Charge Signup Fee Accept Order Notify warehouse Ship out access card Welcome Notice Sign Up BUSINESS PROCESS • Personal Information • Username / PIN • Driver License • Credit Card •Credit Card •Cash BILLING SYSTEM SUPPORT •Fulfillment Notice •Hold Order •Add Key Card Identifier to Order •Approve Order •Billing Account Active •Send Welcome Note
  • V1.1Proprietary and confidential. Do not disclose. ©2012 Transverse LLC powered by 1 BUSINESS PROCESS •Entitlement request received •Account standing verified •Send entitlement approval BILLING SYSTEM SUPPORT •Activity event received •Guide event to proper account •Calculate charges •Calculate and render invoice •Send invoice to customer •Process credit card ACTIVITY-TO-CASHTM SCENARIO Swipe access card Verify customer account Drive car from A to B Car sends activity event Create and send invoice to Customer Charge Credit Card Reserve the car
  • Billing and Dynamic Revenue Management powered by SugarCRM Integration
  • V1.1Proprietary and confidential. Do not disclose. ©2012 Transverse LLC powered by Invoices Payments G/L Integration Service Usage Self Signup Self Service Orders Fulfillment WHERE BILLING FITS Activities Notifications Balances Events Your Service or Application
  • V1.1Proprietary and confidential. Do not disclose. ©2012 Transverse LLC powered by •Marketing + Leads •Accounts + Contacts •Opportunities + Quotes •Approvals + Workflow •Support Fulfillment SCOPE OF INTEGRATION WITH SugarCRM Order 2 Cash Sales Automation Customer Service Automation Product Catalog Marketing Automation SERVICING CUSTOMERS Invoice& Payments Order Details Order Activity-to-CashOrder-to-Cash MONETIZING RELATIONSHIPS AND ACTIVITIES •Accounts •Subscriptions •Activities / Usage •Billing & Invoices •Payments •Fulfillment •Accounts Receivables
  • Create Account TRACT module V1.1Proprietary and confidential. Do not disclose. ©2012 Transverse LLC powered by Product Catalog Usage Rules Products Prices/Rates Billing Account Open Balance Products Account Category Allowance 1. Create Billing Accounts based on SugarCRM Accounts 2. Products from TRACT into SugarCRM “Product Catalog” 3. Create Quotes based on Opportunity; add products to Quote 4. Create Orders based on Opportunity; Stage = “Closed Won” 5. Import / read invoice, payment, order detail information once created in TRACT Create Account Create Opportunity Change to “Closed Won” Add Products Orders 1 2 4 Product List Create Quote 3 5 Activities HOW IT WORKS API Add Order Get Product Details Invoice, Payment, Order Details
  • The Leaders in Activity-Based Billing powered by Questions and Thank You.