Intacct for Subscription Based Businesses

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If you run a subscription business, learn how a pre-integrated best of breed solution that leverages Salesforce, Zuora and Intacct enables your business growth in the Subscription Economy. Presented by Zuora and Intacct at the Intacct Advantage 2013 conference.

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Intacct for Subscription Based Businesses

  1. 1. Intacct  for  Subscrip0on  Based   Businesses   Mark  Wunderling,  Senior  Product  Manager,  Intacct   Dan  Miller,  VP  of  Product,  Intacct   Monika  Saha,  Product  Marke9ng  Director,  Zuora  
  2. 2. Why  We  Are  Here   £  Overview  of  Intacct’s  subscrip9on  billing  op9ons   –  See  how  Intacct  supports  your  subscrip9on  billing  needs   –  See  how  Salesforce  combined  with  Intacct  can  bring  automa9on  to  your   workflow   –  Learn  how  Zuora  gives  you  op9mal  flexibility  in  managing  your  product   packaging,  pricing  and  billing  needs   £  Learn  how  Intacct  and  Zuora  work  together  and  hear  about  your   op9ons  for  an  Intacct  /  Zuora  integra9on  based  on  your  business   need      2    
  3. 3. Subscrip0on  Billing  Op0ons   £  Subscrip9on  billing  with  Intacct   –  Order  management   –  Powerful  revenue  recogni9on   £  Increase  efficiency  with  Salesforce  integra9on   –  Transparent  automate  workflow  from  your  sales  team  to   finance   –  Powerful  revenue  recogni9on   £  Maximize  flexibility  with  Intacct,  Salesforce,    and  Zuora   –  Automate  workflow  from  your  sales  team  to  finance   –  Flexible  pricing,  billing,  and  packaging  op9ons   –  Powerful  revenue  recogni9on    3    
  4. 4. Subscrip0on  Billing  with  Intacct   Leverage  Intacct’s  flexible  transac9on  defini9ons  in  Order   Management   £  For  businesses  with   –  Basic  subscrip9ons,  Mul9-­‐Element  Arrangements  (MEA),  and  use  with   Intacct  Projects     –  Stable  subscrip9on  configura9ons   £  Handles,  recurring  charges,  one-­‐9me  charges  and  pre-­‐payment    4    
  5. 5. Subscrip0on  Billing  with  Intacct   Understand  your  deferred  revenue  pipeline  at  any  point  9me   £  Flexible  deferred  revenue   op9ons   –  Booking  based   –  Billing  based     £  Rev  rec  support  for   –  Termed  Subscrip9ons   –  Evergreen  Subscrip9ons    5    
  6. 6. Subscrip0on  Billing  with  Intacct   £  Automate  complex  billing   –  Bill  according  to  customer  or   product  requirements   –  Create  billing  schedules   –  Consolidate  mul9ple  charges   into  a  single  bill   £  Maximize  renewal  revenue   –  Proac9ve  and  automa9c   renewal  management   –  Reduces  revenue  leakage  and   improves  pipeline  visibility    6    
  7. 7. Subscrip0on  Billing  with  Intacct  Salesforce  Integra0on   Unite  Best-­‐in-­‐class  front  office  and  back  office  opera9ons   Automated   Solu0ons   Generate  sales   Leads     Sales     Account     management     Manage  financial   implica1ons     f  sales     o   Revenue     management     Billing  and  collec0ons   Order     management    7    
  8. 8. Subscrip0on  Billing  with  Intacct  Salesforce  Integra0on   Seamlessly  send  new  subscrip9on  orders  to  Intacct    8    
  9. 9. Subscrip0on  Billing  with  Intacct  Salesforce  Integra0on   Keep  sales  informed  with  complete  visibility  into  the  complete   Order-­‐to-­‐Cash  cycle!   1.  1   Order  /   Subscrip9ons   2   2.  Billing  Status   3.  3   Payment  Status   1   2   3    9    
  10. 10. The  market  leader  in  subscrip9on   management  solu9ons   Five+  Years  of  Incredible  Growth   2007   Zuora founded 2008   Series A; First product launched 500+   Customers     2009   Series B, Zuora featured in WSJ 2010   Series C; Zuora announces 1B in contracted revenue $132.5M   Funding     2011   Series D, Trademarks Subscription Economy; EMEA expansion 2012   2013   Zuora wins AlwaysOn Company of the Year Award; expands to Asia 300+   Employees   $20Bn contracted invoice volume; Series E funding; 50th product release 95%   Customer  Sat   Offices:  Silicon  Valley,  London,  Sydney,  Beijing,  Chicago,  Atlanta   Confidential and Proprietary Information. Do not distribute beyond intended audience. 1
  11. 11. We’ve  worked  with  500+  Subscrip0on  Economy   customers  across  mul0ple  industries   High Tech Devices SaaS Telecom Cloud Infrastructure Media Education Healthcare Confidential and Proprietary Information. Do not distribute beyond intended audience. 1
  12. 12. And  a  growing  number  of  these  are  Intacct  Customers   BORDERFREE   Confidential and Proprietary Information. Do not distribute beyond intended audience.
  13. 13. Rapidly  deploy  crea0ve  new  pricing  models   I  need  to  launch  5  new  pricing  models  in   a  span  of  4  months… CMO When we need to perform a price change, the process is simple … perform a few clicks within Zuora … and all subsequent orders will be charged at the correct price. Confidential and Proprietary Information. Do not distribute beyond intended audience. 1 3  
  14. 14. Scale high volume billing and payment operations I  need  scale  order-­‐cash  opera0ons   without  burdening  my  team COO With Zuora, Xplornet Communications has consolidated and streamlined order management, billing and payments for hundreds of thousands of customers and 700 partners/dealers. Confidential and Proprietary Information. Do not distribute beyond intended audience. 1 4  
  15. 15. Ease your accounting close process A  higher  volume  of  transac0ons  is  causing   delays  in  our  close…   CFO Our close is three days shorter than it was before we had Zuora … we get three days' better intelligence and three days' better business operation every single month Confidential and Proprietary Information. Do not distribute beyond intended audience. 1 5  
  16. 16. Get  insights  into  the  health  of  your  subscrip0on  business   I  need  a  new  set  of  metrics  to  run  my   subscrip0on  business   CEO When the board calls we’re able to give them actuals from prior months and visibility into future revenues Confidential and Proprietary Information. Do not distribute beyond intended audience. 1 6  
  17. 17. This  is  why  we  built   Enabling  rapid  and  scalable  revenue  growth  for  any  subscrip9on  business   Mul9-­‐Tenancy   Customiza9on   SSAE  16  Type  II   Data  Import/Export   PCI  Level  1   APIs   Delivering  valuable  and  differen1ated  capabili1es  across  commerce,  billing  and  finance   Confidential and Proprietary Information. Do not distribute beyond intended audience. 1
  18. 18. Enables  Growth  With  Unlimited    Pricing   And  Packaging  Flexibility   Mul0ple  Charge  Models   ü Flat  Fee   ü Per  Unit   ü Volume   ü Prepay   ü Tiered     ü Overage   ü Smoothing   ü Rollover   ü Upligs   ü Tiered  Overage   Mul0ple  Billing  Frequencies   ü Annual   ü Monthly   ü Quarterly   ü Semi-­‐Annual     ü 2  Years   ü 5  Years   ü 18  Months   ü Specific   Months   Product  Incen0ves   ü Free  Trials   ü Discounts       Confidential and Proprietary Information. Do not distribute beyond intended audience.   ü Promo9ons   1
  19. 19. Supports  B2Any  Commerce   No  Touch  Web  Sales   ü Configurable  Checkout  Pages   ü API  Documenta9on     ü Code  Libraries     ü Secure  Payment  Capture   ü New  Suscripiton  Orders   ü Upgrades/Downgrades   ü Account  Management   High  Touch  Assisted  Sales   ü Na9ve  Salesforce  applica9on   ü New  Subscrip9on  Quotes   ü Upgrade/Downgrade  Quotes   ü Renewal  Quotes   ü One  Click  Quote-­‐Invoice   ü 360  Billing/Payment  visibility   Confidential and Proprietary Information. Do not distribute beyond intended audience.
  20. 20. Automates  And  Scales  Your  Subscrip0on   Billing  And  Payment  Opera0ons   Billing  Opera0ons   ü Invoicing   ü Prora9ons  and  Co-­‐termina9on   ü Ad-­‐hoc  Bill  Runs   ü Scheduled  Bill  Runs   ü Taxa9on   ü Usage  Ra9ng   ü No9fica9ons   Payment  Opera0ons   ü Electronic  Payments     ü Manual  Payments     ü Scheduled  Payments   ü Payment  Retries   ü Card  Updater  Services   ü Refunds   ü Credit  Balance   Confidential and Proprietary Information. Do not distribute beyond intended audience. 2
  21. 21. Aligns  To  Your  GL  To  Streamline  The   Close  Process   Accoun0ng  Close   ü Accoun9ng  Periods   ü Trial  Balances   ü Billing  And  Cash  Summary   ü Pending  Transac9ons  Summary   ü Accoun9ng  Period  Lock-­‐Down   ü Security  Controls   Revenue  Recogni0on       ü Billing  Based  Rev  Rec   Confidential and Proprietary Information. Do not distribute beyond intended audience. 2
  22. 22. Gives  You  Insights  Into  The  Metrics   That  Are  Key  To  Your  Business   Subscrip0on  Metrics   ü MRR   ü TCV   ü DMRR   ü DTCV   ü Churn   Confidential and Proprietary Information. Do not distribute beyond intended audience. 2
  23. 23. Is  Pre-­‐Integrated  to  a  Best  Of  Breed  Ecosystem   Generate  sales   Manage  complex  pricing,  billing,   payments,  subscrip1ons   Manage  financial   implica1ons  of  sales     Zuora Complements Intacct With: ü  ü  ü  Infinite  pricing  and  packaging  flexibility   ü  Managing  frequent,  complex  subscrip0on   changes   Assisted  B2B  subscrip0on  sales   ü  High  volume  billing  automa0on   Un-­‐assisted  B2C  subscrip0on  sales   ü  Pre-­‐  integra0on  to  14  gateways,  suppor0ng   collec0ons  in  100+  countries    23    
  24. 24. Demo:  Lets  take  a  look  
  25. 25. The  Zuora  –  Intacct  Connector  has  two  types   1   Transac9on   Integra9on   Ideal  for  B2B  or  B2C  workflows  with  an   assisted  sales  model,  complex  rev  rec,   project  billing,  or  fulfillment  billing   needs   Built  by  Intacct   2   Summary  G/L   Integra9on   Ideal  for  B2B  or  B2C  workflows  with   unassisted  sales  and  simple  rev  rec   needs   Built  by  Zuora    25    
  26. 26. Transac0on  Integra0on     Unified order management, billing operations, and financial management in the subscription economy   Ideal  for   B2B  or  B2C  assisted  sales   Flexible  powerful  revenue  recogni9on   Accounts  Receivable  in  Intacct   Workflows  to  support  subscrip9on  and  projects   Zuora  flexible  payment  op9ons   Coming  Soon    26    
  27. 27. At-­‐a-­‐glance:  Where  the  workflow  happens   Sales  Ac9vi9es   Sales  team  creates  new  subscrip9ons   ✔   Sales  team  creates  new  project  based  order   ✔   Amend  /  update  customer  subscrip9ons   ✔   Monitor  invoice  and  payment  ac9vity   ✔   ✔1   Billing  and  Administra9ve  Ac9vi9es   Create  and  update  sales  items  /rate  plans   ✔   Setup  pricing  and  promo9ons   ✔   Project  billing   ✔2   Generate  /  Trigger  invoice  crea9on   ✔   Send  Invoices   ✔   or   ✔2   Receive  payments   soon   ✔   Handle  credits  and  refunds   soon   ✔   Accoun9ng  Ac9vi9es   Manage  revenue  recogni9on   ✔   Revenue  repor9ng   ✔   Payables,  Expenses,  Consolida9ons,  FX,…   ✔    27    
  28. 28. Ques0ons?  
  29. 29. Thank  You!   Mark  Wunderling   Dan  Miller   Monika  Saha  

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