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SaaS Billing Essentials -  how to add products with subscription, usage or 
activity-based pricing to your CRM system
SaaS Billing Essentials -  how to add products with subscription, usage or 
activity-based pricing to your CRM system
SaaS Billing Essentials -  how to add products with subscription, usage or 
activity-based pricing to your CRM system
SaaS Billing Essentials -  how to add products with subscription, usage or 
activity-based pricing to your CRM system
SaaS Billing Essentials -  how to add products with subscription, usage or 
activity-based pricing to your CRM system
SaaS Billing Essentials -  how to add products with subscription, usage or 
activity-based pricing to your CRM system
SaaS Billing Essentials -  how to add products with subscription, usage or 
activity-based pricing to your CRM system
SaaS Billing Essentials -  how to add products with subscription, usage or 
activity-based pricing to your CRM system
SaaS Billing Essentials -  how to add products with subscription, usage or 
activity-based pricing to your CRM system
SaaS Billing Essentials -  how to add products with subscription, usage or 
activity-based pricing to your CRM system
SaaS Billing Essentials -  how to add products with subscription, usage or 
activity-based pricing to your CRM system
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SaaS Billing Essentials - how to add products with subscription, usage or 
activity-based pricing to your CRM system

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Overview that explains how subscription billing platforms work with CRM and pass data to ERP and GL systems. How to add subscription billing and activity pricing to CRM systems to support new business …

Overview that explains how subscription billing platforms work with CRM and pass data to ERP and GL systems. How to add subscription billing and activity pricing to CRM systems to support new business models with usage, activities and entitlements. Tractbilling.com

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  • 1. SaaS BILLING ESSENTIALS How to add subscription, usage oractivity-based pricing to your CRM system
  • 2. How to add products with subscription, usage orAgenda activity-based pricing to your CRM systemTRACT & your CRM - Integration for Dynamic Revenue Automationn CRM & TRACT for your Business Environmentn Introduction & Overview of General CRM Integrationn Summary Proprietary and confidential. Do not disclose. ©2012 Transverse LLC 2 V1.1
  • 3. How to add products with subscription, usage orIntroduction activity-based pricing to your CRM systemYour CRM = Strong tool to manage your Sales Process +TRACT = Strong tool to manage your Order2Cash & Activity2Cash Process l Marketing + Leads l No Fulfillment l Accounts + Contacts l No Activities/ Usage YOUR l Opportunities + Quotes l No Billing CRM l Approvals + Workflow l No Payments l Email + Calendaring l No Subscriptions l Analytics + Forecast l No Accounting Product Sales Force Catalog Automation Financial Order Order 2 Cash GL Extract Management Customer Care Activity 2 Cash Customer Relationship Proprietary and confidential. Do not disclose. ©2012 Transverse LLC 3 V1.1
  • 4. How to add products with subscription, usage orOverview activity-based pricing to your CRM systemYour Business Environment -How to add subscription, usage or activity-based pricing to your CRM? Self Signup Self Service CRM, Orders Invoices Product PaymentsYOUR Catalog Order 2 CashCRM Opportunities Activity 2 Cash Analytics & BI GL Integration Notifications, Balances, Activities Fulfillment Events Using Your Service / the Service Application Proprietary and confidential. Do not disclose. ©2012 Transverse LLC 4 V1.1
  • 5. How to add products with subscription, usage orAgenda activity-based pricing to your CRM systemTRACT & your CRM - Integration for Dynamic Revenue Automationn TRACT in your Business Environmentn Introduction & Overview of CRM Integrationn Summary Proprietary and confidential. Do not disclose. ©2012 Transverse LLC 5 V1.1
  • 6. How to add products with subscription, usage or Overview activity-based pricing to your CRM system Sales Integration uses One Product Catalog, reduces double entry for Accounts and creates Orders from Opportunities CRM API 1a 1b Create create create Account Account Account Create Product Catalog Billing AccountOpportunity 2a Products Products 2b Add get product SugarC get Products Pricebook RM products Usage Rules Open Balance details Adapter Account Prices/Rates Create Category Quote Allowance Orders 3a 3b Change to add add “Closed Won” Order Order 1) Create Billing Accounts based on Accounts 2) Read products from TRACT into CRM “Pricebook”, add product into Opportunity 3) Create Quotes in CRM based on Opportunity 4) Create Orders based on Opportunity, Stage = “Closed Won” Proprietary and confidential. Do not disclose. ©2012 Transverse LLC 6 V1.1
  • 7. How to add products with subscription, usage orIntroduction activity-based pricing to your CRM systemIntroduction to TRACT integration with CRMn Integration l The Integration with CRM is based on an Adapter that is running in the CRM’s environment. l TRACT customer can download and install the adapter. l TRACT customer can configure the adapter to work with his CRM account and his TRACT account (Sandbox or Production).n Functionality l The adapter creates a new account in TRACT when an account is created in your CRM syste, l The product catalog is synchronized from TRACT into the CRM pricebook l When an opportunity changes to “closed won” (configurable) in CRM the adapter creates an order for the opportunity and associated products in TRACT; (configurable to different trigger than “closed won” if the sales process is different) l Reference information is stored in both systems, e.g. in CRM the TRACT Account# and Order# can be viewed. In TRACT, the CRM account# is stored as the “External Account#”. Proprietary and confidential. Do not disclose. ©2012 Transverse LLC 7 V1.1
  • 8. How to add products with subscription, usage orIntroduction activity-based pricing to your CRM systemA Deeper Look in the Integration and Mapping of Business Objectsbetween CRM and TRACTn Account l The main contact information for the account is used for the main billing account information in TRACT. This includes email and phone#. l Multiple addresses for billing, shipping and service can be configured.n Product / Pricebook l The CRM pricebook and products were enhanced so that one-time and recurring prices can be stored for a product.n Opportunity l One opportunity is linked to one order in TRACT. l Multiple products can be included on one opportunity.n Configuration options l Information necessary for Subscription & Dynamic Revenue Management such as Bill Cycle or Billing Account Categories are configured in the adapter. Proprietary and confidential. Do not disclose. ©2012 Transverse LLC 8 V1.1
  • 9. How to add products with subscription, usage orAgenda activity-based pricing to your CRM systemTRACT & SugarCRM - Integration for Dynamic Revenue Automation n TRACT in your Business Environment n Introduction & Overview of SugarCRM Integration n Summary Proprietary and confidential. Do not disclose. ©2012 Transverse LLC 9 V1.1
  • 10. How to add products with subscription, usage orSummary activity-based pricing to your CRM systemIntegration of CRM and TRACT allows for a seamless Sales Process andenables How to add subscription, usage or activity-based pricing to yourCRM systemn Sales Automation triggers the Order-to-Cash Processn Continue to support your Sales Process with CRMn No double entry of informationn Automated Order Creation from Opportunitiesn Customer & Revenue Management with Subscription Lifecycle supported by TRACTn Manage follow-on opportunities through CRM Proprietary and confidential. Do not disclose. ©2012 Transverse LLC 10 V1.1
  • 11. For more information, please visit www.tractbilling.com

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