SlideShare a Scribd company logo
Recurring Revenue: Custom pricing
models against standardized billing tools
by Michal Mach
#CD22
• 5 years with Salesforce
• Project deliveries
• Architecture & design
• Project estimates
Michal Mach
Salesforce Architect at Enehano
#CD22
● Business intro – recurring revenue & subscriptions
● Common challenges
● Real experience
● Salesforce Revenue Cloud
● Summary
Agenda
#CD22
Recurring Revenue
#CD22
Recurring Revenue
0
20
40
60
80
100
120
140
160
180
200
1 2 3 4 5 6 7 8 9 10 11 12
Recurring Revenue Model
Cost Revenue Cummulative Revenue
0
20
40
60
80
100
120
140
160
180
200
1
Revenue
Cost Revenue
Source: author‘s example
#CD22
= product enablement & payment collection in cycles
Subscription
- product
selection
- pricing model
- currency
- length
- cycle
- start date
- discount
- templates
- subscribed
items
- colletion
- status
Product Price Subscription Invoice(s) Payment
#CD22
… what is behind too
Subscription
…
Payment
Collection Templates
Tax
IDs
Payment
reminders
Legal
Tax
rates
Cancellations
Usage
model
Special
terms Subscription
changes
Refunds
#CD22
● Complex discounting / too opened special terms
Common challenges
#CD22
● Implement custom parts of billing process in Salesforce without billing tool
● Review business processes before tool selection
Common challenges
Custom
subscription
object
Apply
custom
pricing
Build
custom
invoice
gen.
What if…
#CD22
Salesforce Revenue Cloud
• Pricing configuration
• Guided selling
• Proposal documents
• Extended UI + Advanced approvals
• Subscriptions
• Invoice schedules
• Tax management
• Invoice templates
• Revenue schedules
+ Legal entities
+ Automated payments
+ Complex revenue reporting
+ Finance books
#CD22
● Transform comlex pricing in Salesforce
● Create & manage Stripe subscriptions
from Salesforce by custom integration
Real experience
1 year / 4 team members
700 MDs
#CD22
There are many other challenges. For now, if somebody tells you…
Summary
„Salesforce is a platform so why not to build our own billing on it?“
No custom billing in Salesforce
Thank you! #CD22

More Related Content

Similar to Recurring Revenue: Custom pricing models against standardized billing tools, Michal Mach

Oracle grants accounting 11
Oracle grants accounting 11Oracle grants accounting 11
Oracle grants accounting 11
Naveen Reddy
 
Modern Billing for Modern SaaS companies-original-slides
Modern Billing for Modern SaaS companies-original-slidesModern Billing for Modern SaaS companies-original-slides
Modern Billing for Modern SaaS companies-original-slides
Massimo Talia
 
Streamline Incentives with Oracle Incentive Cloud Compensation | SoftClouds I...
Streamline Incentives with Oracle Incentive Cloud Compensation | SoftClouds I...Streamline Incentives with Oracle Incentive Cloud Compensation | SoftClouds I...
Streamline Incentives with Oracle Incentive Cloud Compensation | SoftClouds I...
SoftClouds LLC
 
Binary Stream - Subscription Billing - D365 Business Central
Binary Stream - Subscription Billing - D365 Business CentralBinary Stream - Subscription Billing - D365 Business Central
Binary Stream - Subscription Billing - D365 Business Central
Aidan McCrea
 
2013-06-13 Government Contractors Project Management Systems
2013-06-13 Government Contractors Project Management Systems2013-06-13 Government Contractors Project Management Systems
2013-06-13 Government Contractors Project Management Systems
Raffa Learning Community
 
Digitalizing enterprise finance processes with Low Code – The success story o...
Digitalizing enterprise finance processes with Low Code – The success story o...Digitalizing enterprise finance processes with Low Code – The success story o...
Digitalizing enterprise finance processes with Low Code – The success story o...
dox42
 
D08 Quantify Project Value
D08 Quantify Project ValueD08 Quantify Project Value
D08 Quantify Project Value
Leanleaders.org
 
D08 Quantify Project Value
D08 Quantify Project ValueD08 Quantify Project Value
D08 Quantify Project Value
Leanleaders.org
 
2017 0308 webinar_project_accounting_pst
2017 0308 webinar_project_accounting_pst2017 0308 webinar_project_accounting_pst
2017 0308 webinar_project_accounting_pst
Intacct Corporation
 
Project Based Industry ERP - Nfra enterprise Solution
Project Based Industry ERP - Nfra enterprise SolutionProject Based Industry ERP - Nfra enterprise Solution
Project Based Industry ERP - Nfra enterprise Solution
nfra erp
 
Software for Project Planning - Nfra professional
Software for Project Planning - Nfra professionalSoftware for Project Planning - Nfra professional
Software for Project Planning - Nfra professional
nfra erp
 
2016 1117 webinar_the_benefits_of_project_accounting
2016 1117 webinar_the_benefits_of_project_accounting2016 1117 webinar_the_benefits_of_project_accounting
2016 1117 webinar_the_benefits_of_project_accounting
Intacct Corporation
 
Binary Stream - SB for D365 Finance and Operations
Binary Stream - SB for D365 Finance and OperationsBinary Stream - SB for D365 Finance and Operations
Binary Stream - SB for D365 Finance and Operations
Aidan McCrea
 
Dynamics GP 2016 R2 whats new demo
Dynamics GP 2016 R2 whats new demo Dynamics GP 2016 R2 whats new demo
Dynamics GP 2016 R2 whats new demo
NventeQ Solutions FZC
 
Oracle Incentive Compensation Management (ICM) | SoftClouds
Oracle Incentive Compensation Management (ICM) | SoftClouds Oracle Incentive Compensation Management (ICM) | SoftClouds
Oracle Incentive Compensation Management (ICM) | SoftClouds
SoftClouds LLC
 
Intacct Project Accounting and Financials for your Services Business
Intacct Project Accounting and Financials for your Services BusinessIntacct Project Accounting and Financials for your Services Business
Intacct Project Accounting and Financials for your Services Business
Intacct Corporation
 
Binary Stream - SB for D365 Operations / AX
Binary Stream - SB for D365 Operations / AXBinary Stream - SB for D365 Operations / AX
Binary Stream - SB for D365 Operations / AX
Aidan McCrea
 
Reduce Payroll Errors
Reduce Payroll ErrorsReduce Payroll Errors
Reduce Payroll Errors
Klopstra
 
Fall 2018 Microsoft Dynamics GP User Group
Fall 2018 Microsoft Dynamics GP User GroupFall 2018 Microsoft Dynamics GP User Group
Fall 2018 Microsoft Dynamics GP User Group
Gross, Mendelsohn & Associates
 
JD Edwards EnterpriseOne 9.2 One Presentation Quest INFOCUS 2016
JD Edwards EnterpriseOne 9.2 One Presentation Quest INFOCUS 2016JD Edwards EnterpriseOne 9.2 One Presentation Quest INFOCUS 2016
JD Edwards EnterpriseOne 9.2 One Presentation Quest INFOCUS 2016
Mitchell & Associates, Inc. - Oracle Platinum Level Partner
 

Similar to Recurring Revenue: Custom pricing models against standardized billing tools, Michal Mach (20)

Oracle grants accounting 11
Oracle grants accounting 11Oracle grants accounting 11
Oracle grants accounting 11
 
Modern Billing for Modern SaaS companies-original-slides
Modern Billing for Modern SaaS companies-original-slidesModern Billing for Modern SaaS companies-original-slides
Modern Billing for Modern SaaS companies-original-slides
 
Streamline Incentives with Oracle Incentive Cloud Compensation | SoftClouds I...
Streamline Incentives with Oracle Incentive Cloud Compensation | SoftClouds I...Streamline Incentives with Oracle Incentive Cloud Compensation | SoftClouds I...
Streamline Incentives with Oracle Incentive Cloud Compensation | SoftClouds I...
 
Binary Stream - Subscription Billing - D365 Business Central
Binary Stream - Subscription Billing - D365 Business CentralBinary Stream - Subscription Billing - D365 Business Central
Binary Stream - Subscription Billing - D365 Business Central
 
2013-06-13 Government Contractors Project Management Systems
2013-06-13 Government Contractors Project Management Systems2013-06-13 Government Contractors Project Management Systems
2013-06-13 Government Contractors Project Management Systems
 
Digitalizing enterprise finance processes with Low Code – The success story o...
Digitalizing enterprise finance processes with Low Code – The success story o...Digitalizing enterprise finance processes with Low Code – The success story o...
Digitalizing enterprise finance processes with Low Code – The success story o...
 
D08 Quantify Project Value
D08 Quantify Project ValueD08 Quantify Project Value
D08 Quantify Project Value
 
D08 Quantify Project Value
D08 Quantify Project ValueD08 Quantify Project Value
D08 Quantify Project Value
 
2017 0308 webinar_project_accounting_pst
2017 0308 webinar_project_accounting_pst2017 0308 webinar_project_accounting_pst
2017 0308 webinar_project_accounting_pst
 
Project Based Industry ERP - Nfra enterprise Solution
Project Based Industry ERP - Nfra enterprise SolutionProject Based Industry ERP - Nfra enterprise Solution
Project Based Industry ERP - Nfra enterprise Solution
 
Software for Project Planning - Nfra professional
Software for Project Planning - Nfra professionalSoftware for Project Planning - Nfra professional
Software for Project Planning - Nfra professional
 
2016 1117 webinar_the_benefits_of_project_accounting
2016 1117 webinar_the_benefits_of_project_accounting2016 1117 webinar_the_benefits_of_project_accounting
2016 1117 webinar_the_benefits_of_project_accounting
 
Binary Stream - SB for D365 Finance and Operations
Binary Stream - SB for D365 Finance and OperationsBinary Stream - SB for D365 Finance and Operations
Binary Stream - SB for D365 Finance and Operations
 
Dynamics GP 2016 R2 whats new demo
Dynamics GP 2016 R2 whats new demo Dynamics GP 2016 R2 whats new demo
Dynamics GP 2016 R2 whats new demo
 
Oracle Incentive Compensation Management (ICM) | SoftClouds
Oracle Incentive Compensation Management (ICM) | SoftClouds Oracle Incentive Compensation Management (ICM) | SoftClouds
Oracle Incentive Compensation Management (ICM) | SoftClouds
 
Intacct Project Accounting and Financials for your Services Business
Intacct Project Accounting and Financials for your Services BusinessIntacct Project Accounting and Financials for your Services Business
Intacct Project Accounting and Financials for your Services Business
 
Binary Stream - SB for D365 Operations / AX
Binary Stream - SB for D365 Operations / AXBinary Stream - SB for D365 Operations / AX
Binary Stream - SB for D365 Operations / AX
 
Reduce Payroll Errors
Reduce Payroll ErrorsReduce Payroll Errors
Reduce Payroll Errors
 
Fall 2018 Microsoft Dynamics GP User Group
Fall 2018 Microsoft Dynamics GP User GroupFall 2018 Microsoft Dynamics GP User Group
Fall 2018 Microsoft Dynamics GP User Group
 
JD Edwards EnterpriseOne 9.2 One Presentation Quest INFOCUS 2016
JD Edwards EnterpriseOne 9.2 One Presentation Quest INFOCUS 2016JD Edwards EnterpriseOne 9.2 One Presentation Quest INFOCUS 2016
JD Edwards EnterpriseOne 9.2 One Presentation Quest INFOCUS 2016
 

More from CzechDreamin

10 Differences between Sales Cloud and CPQ, Blanka Doktorová
10 Differences between Sales Cloud and CPQ, Blanka Doktorová10 Differences between Sales Cloud and CPQ, Blanka Doktorová
10 Differences between Sales Cloud and CPQ, Blanka Doktorová
CzechDreamin
 
SOQL 201 for Admins & Developers: Slice & Dice Your Org’s Data With Aggregate...
SOQL 201 for Admins & Developers: Slice & Dice Your Org’s Data With Aggregate...SOQL 201 for Admins & Developers: Slice & Dice Your Org’s Data With Aggregate...
SOQL 201 for Admins & Developers: Slice & Dice Your Org’s Data With Aggregate...
CzechDreamin
 
Behind the Scenes From the Manager's Chair: Decoding the Secrets of Successfu...
Behind the Scenes From the Manager's Chair: Decoding the Secrets of Successfu...Behind the Scenes From the Manager's Chair: Decoding the Secrets of Successfu...
Behind the Scenes From the Manager's Chair: Decoding the Secrets of Successfu...
CzechDreamin
 
Salesforce Adoption – Metrics, Methods, and Motivation, Antone Kom
Salesforce Adoption – Metrics, Methods, and Motivation, Antone KomSalesforce Adoption – Metrics, Methods, and Motivation, Antone Kom
Salesforce Adoption – Metrics, Methods, and Motivation, Antone Kom
CzechDreamin
 
Powerful Start- the Key to Project Success, Barbara Laskowska
Powerful Start- the Key to Project Success, Barbara LaskowskaPowerful Start- the Key to Project Success, Barbara Laskowska
Powerful Start- the Key to Project Success, Barbara Laskowska
CzechDreamin
 
Free and Effective: Making Flows Publicly Accessible, Yumi Ibrahimzade
Free and Effective: Making Flows Publicly Accessible, Yumi IbrahimzadeFree and Effective: Making Flows Publicly Accessible, Yumi Ibrahimzade
Free and Effective: Making Flows Publicly Accessible, Yumi Ibrahimzade
CzechDreamin
 
AI revolution and Salesforce, Jiří Karpíšek
AI revolution and Salesforce, Jiří KarpíšekAI revolution and Salesforce, Jiří Karpíšek
AI revolution and Salesforce, Jiří Karpíšek
CzechDreamin
 
Custom Approval Process: A New Perspective, Pavel Hrbacek & Anindya Halder
Custom Approval Process: A New Perspective, Pavel Hrbacek & Anindya HalderCustom Approval Process: A New Perspective, Pavel Hrbacek & Anindya Halder
Custom Approval Process: A New Perspective, Pavel Hrbacek & Anindya Halder
CzechDreamin
 
Integrating Telephony Systems with Salesforce: Insights and Considerations, B...
Integrating Telephony Systems with Salesforce: Insights and Considerations, B...Integrating Telephony Systems with Salesforce: Insights and Considerations, B...
Integrating Telephony Systems with Salesforce: Insights and Considerations, B...
CzechDreamin
 
Salesforce Forecasting: Evolution, Implementation and Best Practices, Christi...
Salesforce Forecasting: Evolution, Implementation and Best Practices, Christi...Salesforce Forecasting: Evolution, Implementation and Best Practices, Christi...
Salesforce Forecasting: Evolution, Implementation and Best Practices, Christi...
CzechDreamin
 
Supercharge Salesforce Marketing Cloud: The Ultimate Apps Guide, Cyril Louis ...
Supercharge Salesforce Marketing Cloud: The Ultimate Apps Guide, Cyril Louis ...Supercharge Salesforce Marketing Cloud: The Ultimate Apps Guide, Cyril Louis ...
Supercharge Salesforce Marketing Cloud: The Ultimate Apps Guide, Cyril Louis ...
CzechDreamin
 
How we should include Devops Center to get happy developers?, David Fernandez...
How we should include Devops Center to get happy developers?, David Fernandez...How we should include Devops Center to get happy developers?, David Fernandez...
How we should include Devops Center to get happy developers?, David Fernandez...
CzechDreamin
 
Streamline Your Integration with Salesforce’s Composite API: A Consultant’s G...
Streamline Your Integration with Salesforce’s Composite API: A Consultant’s G...Streamline Your Integration with Salesforce’s Composite API: A Consultant’s G...
Streamline Your Integration with Salesforce’s Composite API: A Consultant’s G...
CzechDreamin
 
Architecting for Analytics, Aaron Crear
Architecting for Analytics, Aaron CrearArchitecting for Analytics, Aaron Crear
Architecting for Analytics, Aaron Crear
CzechDreamin
 
Ape to API, Filip Dousek
Ape to API, Filip DousekApe to API, Filip Dousek
Ape to API, Filip Dousek
CzechDreamin
 
Push Upgrades, The last mile of Salesforce DevOps, Manuel Moya
Push Upgrades, The last mile of Salesforce DevOps, Manuel MoyaPush Upgrades, The last mile of Salesforce DevOps, Manuel Moya
Push Upgrades, The last mile of Salesforce DevOps, Manuel Moya
CzechDreamin
 
How do you know you’re solving the right problem? Design Thinking for Salesfo...
How do you know you’re solving the right problem? Design Thinking for Salesfo...How do you know you’re solving the right problem? Design Thinking for Salesfo...
How do you know you’re solving the right problem? Design Thinking for Salesfo...
CzechDreamin
 
ChatGPT … How Does it Flow?, Mark Jones
ChatGPT … How Does it Flow?, Mark JonesChatGPT … How Does it Flow?, Mark Jones
ChatGPT … How Does it Flow?, Mark Jones
CzechDreamin
 
Real-time communication with Account Engagement (Pardot). Marketers meet deve...
Real-time communication with Account Engagement (Pardot). Marketers meet deve...Real-time communication with Account Engagement (Pardot). Marketers meet deve...
Real-time communication with Account Engagement (Pardot). Marketers meet deve...
CzechDreamin
 
Black Hat Session: Exploring and Exploiting Aura based Experiences, Christian...
Black Hat Session: Exploring and Exploiting Aura based Experiences, Christian...Black Hat Session: Exploring and Exploiting Aura based Experiences, Christian...
Black Hat Session: Exploring and Exploiting Aura based Experiences, Christian...
CzechDreamin
 

More from CzechDreamin (20)

10 Differences between Sales Cloud and CPQ, Blanka Doktorová
10 Differences between Sales Cloud and CPQ, Blanka Doktorová10 Differences between Sales Cloud and CPQ, Blanka Doktorová
10 Differences between Sales Cloud and CPQ, Blanka Doktorová
 
SOQL 201 for Admins & Developers: Slice & Dice Your Org’s Data With Aggregate...
SOQL 201 for Admins & Developers: Slice & Dice Your Org’s Data With Aggregate...SOQL 201 for Admins & Developers: Slice & Dice Your Org’s Data With Aggregate...
SOQL 201 for Admins & Developers: Slice & Dice Your Org’s Data With Aggregate...
 
Behind the Scenes From the Manager's Chair: Decoding the Secrets of Successfu...
Behind the Scenes From the Manager's Chair: Decoding the Secrets of Successfu...Behind the Scenes From the Manager's Chair: Decoding the Secrets of Successfu...
Behind the Scenes From the Manager's Chair: Decoding the Secrets of Successfu...
 
Salesforce Adoption – Metrics, Methods, and Motivation, Antone Kom
Salesforce Adoption – Metrics, Methods, and Motivation, Antone KomSalesforce Adoption – Metrics, Methods, and Motivation, Antone Kom
Salesforce Adoption – Metrics, Methods, and Motivation, Antone Kom
 
Powerful Start- the Key to Project Success, Barbara Laskowska
Powerful Start- the Key to Project Success, Barbara LaskowskaPowerful Start- the Key to Project Success, Barbara Laskowska
Powerful Start- the Key to Project Success, Barbara Laskowska
 
Free and Effective: Making Flows Publicly Accessible, Yumi Ibrahimzade
Free and Effective: Making Flows Publicly Accessible, Yumi IbrahimzadeFree and Effective: Making Flows Publicly Accessible, Yumi Ibrahimzade
Free and Effective: Making Flows Publicly Accessible, Yumi Ibrahimzade
 
AI revolution and Salesforce, Jiří Karpíšek
AI revolution and Salesforce, Jiří KarpíšekAI revolution and Salesforce, Jiří Karpíšek
AI revolution and Salesforce, Jiří Karpíšek
 
Custom Approval Process: A New Perspective, Pavel Hrbacek & Anindya Halder
Custom Approval Process: A New Perspective, Pavel Hrbacek & Anindya HalderCustom Approval Process: A New Perspective, Pavel Hrbacek & Anindya Halder
Custom Approval Process: A New Perspective, Pavel Hrbacek & Anindya Halder
 
Integrating Telephony Systems with Salesforce: Insights and Considerations, B...
Integrating Telephony Systems with Salesforce: Insights and Considerations, B...Integrating Telephony Systems with Salesforce: Insights and Considerations, B...
Integrating Telephony Systems with Salesforce: Insights and Considerations, B...
 
Salesforce Forecasting: Evolution, Implementation and Best Practices, Christi...
Salesforce Forecasting: Evolution, Implementation and Best Practices, Christi...Salesforce Forecasting: Evolution, Implementation and Best Practices, Christi...
Salesforce Forecasting: Evolution, Implementation and Best Practices, Christi...
 
Supercharge Salesforce Marketing Cloud: The Ultimate Apps Guide, Cyril Louis ...
Supercharge Salesforce Marketing Cloud: The Ultimate Apps Guide, Cyril Louis ...Supercharge Salesforce Marketing Cloud: The Ultimate Apps Guide, Cyril Louis ...
Supercharge Salesforce Marketing Cloud: The Ultimate Apps Guide, Cyril Louis ...
 
How we should include Devops Center to get happy developers?, David Fernandez...
How we should include Devops Center to get happy developers?, David Fernandez...How we should include Devops Center to get happy developers?, David Fernandez...
How we should include Devops Center to get happy developers?, David Fernandez...
 
Streamline Your Integration with Salesforce’s Composite API: A Consultant’s G...
Streamline Your Integration with Salesforce’s Composite API: A Consultant’s G...Streamline Your Integration with Salesforce’s Composite API: A Consultant’s G...
Streamline Your Integration with Salesforce’s Composite API: A Consultant’s G...
 
Architecting for Analytics, Aaron Crear
Architecting for Analytics, Aaron CrearArchitecting for Analytics, Aaron Crear
Architecting for Analytics, Aaron Crear
 
Ape to API, Filip Dousek
Ape to API, Filip DousekApe to API, Filip Dousek
Ape to API, Filip Dousek
 
Push Upgrades, The last mile of Salesforce DevOps, Manuel Moya
Push Upgrades, The last mile of Salesforce DevOps, Manuel MoyaPush Upgrades, The last mile of Salesforce DevOps, Manuel Moya
Push Upgrades, The last mile of Salesforce DevOps, Manuel Moya
 
How do you know you’re solving the right problem? Design Thinking for Salesfo...
How do you know you’re solving the right problem? Design Thinking for Salesfo...How do you know you’re solving the right problem? Design Thinking for Salesfo...
How do you know you’re solving the right problem? Design Thinking for Salesfo...
 
ChatGPT … How Does it Flow?, Mark Jones
ChatGPT … How Does it Flow?, Mark JonesChatGPT … How Does it Flow?, Mark Jones
ChatGPT … How Does it Flow?, Mark Jones
 
Real-time communication with Account Engagement (Pardot). Marketers meet deve...
Real-time communication with Account Engagement (Pardot). Marketers meet deve...Real-time communication with Account Engagement (Pardot). Marketers meet deve...
Real-time communication with Account Engagement (Pardot). Marketers meet deve...
 
Black Hat Session: Exploring and Exploiting Aura based Experiences, Christian...
Black Hat Session: Exploring and Exploiting Aura based Experiences, Christian...Black Hat Session: Exploring and Exploiting Aura based Experiences, Christian...
Black Hat Session: Exploring and Exploiting Aura based Experiences, Christian...
 

Recently uploaded

Introducing Crescat - Event Management Software for Venues, Festivals and Eve...
Introducing Crescat - Event Management Software for Venues, Festivals and Eve...Introducing Crescat - Event Management Software for Venues, Festivals and Eve...
Introducing Crescat - Event Management Software for Venues, Festivals and Eve...
Crescat
 
Launch Your Streaming Platforms in Minutes
Launch Your Streaming Platforms in MinutesLaunch Your Streaming Platforms in Minutes
Launch Your Streaming Platforms in Minutes
Roshan Dwivedi
 
Empowering Growth with Best Software Development Company in Noida - Deuglo
Empowering Growth with Best Software  Development Company in Noida - DeugloEmpowering Growth with Best Software  Development Company in Noida - Deuglo
Empowering Growth with Best Software Development Company in Noida - Deuglo
Deuglo Infosystem Pvt Ltd
 
Enterprise Resource Planning System in Telangana
Enterprise Resource Planning System in TelanganaEnterprise Resource Planning System in Telangana
Enterprise Resource Planning System in Telangana
NYGGS Automation Suite
 
May Marketo Masterclass, London MUG May 22 2024.pdf
May Marketo Masterclass, London MUG May 22 2024.pdfMay Marketo Masterclass, London MUG May 22 2024.pdf
May Marketo Masterclass, London MUG May 22 2024.pdf
Adele Miller
 
socradar-q1-2024-aviation-industry-report.pdf
socradar-q1-2024-aviation-industry-report.pdfsocradar-q1-2024-aviation-industry-report.pdf
socradar-q1-2024-aviation-industry-report.pdf
SOCRadar
 
DDS-Security 1.2 - What's New? Stronger security for long-running systems
DDS-Security 1.2 - What's New? Stronger security for long-running systemsDDS-Security 1.2 - What's New? Stronger security for long-running systems
DDS-Security 1.2 - What's New? Stronger security for long-running systems
Gerardo Pardo-Castellote
 
GOING AOT WITH GRAALVM FOR SPRING BOOT (SPRING IO)
GOING AOT WITH GRAALVM FOR  SPRING BOOT (SPRING IO)GOING AOT WITH GRAALVM FOR  SPRING BOOT (SPRING IO)
GOING AOT WITH GRAALVM FOR SPRING BOOT (SPRING IO)
Alina Yurenko
 
Why Mobile App Regression Testing is Critical for Sustained Success_ A Detail...
Why Mobile App Regression Testing is Critical for Sustained Success_ A Detail...Why Mobile App Regression Testing is Critical for Sustained Success_ A Detail...
Why Mobile App Regression Testing is Critical for Sustained Success_ A Detail...
kalichargn70th171
 
Utilocate provides Smarter, Better, Faster, Safer Locate Ticket Management
Utilocate provides Smarter, Better, Faster, Safer Locate Ticket ManagementUtilocate provides Smarter, Better, Faster, Safer Locate Ticket Management
Utilocate provides Smarter, Better, Faster, Safer Locate Ticket Management
Utilocate
 
SWEBOK and Education at FUSE Okinawa 2024
SWEBOK and Education at FUSE Okinawa 2024SWEBOK and Education at FUSE Okinawa 2024
SWEBOK and Education at FUSE Okinawa 2024
Hironori Washizaki
 
Transform Your Communication with Cloud-Based IVR Solutions
Transform Your Communication with Cloud-Based IVR SolutionsTransform Your Communication with Cloud-Based IVR Solutions
Transform Your Communication with Cloud-Based IVR Solutions
TheSMSPoint
 
A Sighting of filterA in Typelevel Rite of Passage
A Sighting of filterA in Typelevel Rite of PassageA Sighting of filterA in Typelevel Rite of Passage
A Sighting of filterA in Typelevel Rite of Passage
Philip Schwarz
 
2024 eCommerceDays Toulouse - Sylius 2.0.pdf
2024 eCommerceDays Toulouse - Sylius 2.0.pdf2024 eCommerceDays Toulouse - Sylius 2.0.pdf
2024 eCommerceDays Toulouse - Sylius 2.0.pdf
Łukasz Chruściel
 
Essentials of Automations: The Art of Triggers and Actions in FME
Essentials of Automations: The Art of Triggers and Actions in FMEEssentials of Automations: The Art of Triggers and Actions in FME
Essentials of Automations: The Art of Triggers and Actions in FME
Safe Software
 
原版定制美国纽约州立大学奥尔巴尼分校毕业证学位证书原版一模一样
原版定制美国纽约州立大学奥尔巴尼分校毕业证学位证书原版一模一样原版定制美国纽约州立大学奥尔巴尼分校毕业证学位证书原版一模一样
原版定制美国纽约州立大学奥尔巴尼分校毕业证学位证书原版一模一样
mz5nrf0n
 
LORRAINE ANDREI_LEQUIGAN_HOW TO USE WHATSAPP.pptx
LORRAINE ANDREI_LEQUIGAN_HOW TO USE WHATSAPP.pptxLORRAINE ANDREI_LEQUIGAN_HOW TO USE WHATSAPP.pptx
LORRAINE ANDREI_LEQUIGAN_HOW TO USE WHATSAPP.pptx
lorraineandreiamcidl
 
Energy consumption of Database Management - Florina Jonuzi
Energy consumption of Database Management - Florina JonuziEnergy consumption of Database Management - Florina Jonuzi
Energy consumption of Database Management - Florina Jonuzi
Green Software Development
 
Need for Speed: Removing speed bumps from your Symfony projects ⚡️
Need for Speed: Removing speed bumps from your Symfony projects ⚡️Need for Speed: Removing speed bumps from your Symfony projects ⚡️
Need for Speed: Removing speed bumps from your Symfony projects ⚡️
Łukasz Chruściel
 
Artificia Intellicence and XPath Extension Functions
Artificia Intellicence and XPath Extension FunctionsArtificia Intellicence and XPath Extension Functions
Artificia Intellicence and XPath Extension Functions
Octavian Nadolu
 

Recently uploaded (20)

Introducing Crescat - Event Management Software for Venues, Festivals and Eve...
Introducing Crescat - Event Management Software for Venues, Festivals and Eve...Introducing Crescat - Event Management Software for Venues, Festivals and Eve...
Introducing Crescat - Event Management Software for Venues, Festivals and Eve...
 
Launch Your Streaming Platforms in Minutes
Launch Your Streaming Platforms in MinutesLaunch Your Streaming Platforms in Minutes
Launch Your Streaming Platforms in Minutes
 
Empowering Growth with Best Software Development Company in Noida - Deuglo
Empowering Growth with Best Software  Development Company in Noida - DeugloEmpowering Growth with Best Software  Development Company in Noida - Deuglo
Empowering Growth with Best Software Development Company in Noida - Deuglo
 
Enterprise Resource Planning System in Telangana
Enterprise Resource Planning System in TelanganaEnterprise Resource Planning System in Telangana
Enterprise Resource Planning System in Telangana
 
May Marketo Masterclass, London MUG May 22 2024.pdf
May Marketo Masterclass, London MUG May 22 2024.pdfMay Marketo Masterclass, London MUG May 22 2024.pdf
May Marketo Masterclass, London MUG May 22 2024.pdf
 
socradar-q1-2024-aviation-industry-report.pdf
socradar-q1-2024-aviation-industry-report.pdfsocradar-q1-2024-aviation-industry-report.pdf
socradar-q1-2024-aviation-industry-report.pdf
 
DDS-Security 1.2 - What's New? Stronger security for long-running systems
DDS-Security 1.2 - What's New? Stronger security for long-running systemsDDS-Security 1.2 - What's New? Stronger security for long-running systems
DDS-Security 1.2 - What's New? Stronger security for long-running systems
 
GOING AOT WITH GRAALVM FOR SPRING BOOT (SPRING IO)
GOING AOT WITH GRAALVM FOR  SPRING BOOT (SPRING IO)GOING AOT WITH GRAALVM FOR  SPRING BOOT (SPRING IO)
GOING AOT WITH GRAALVM FOR SPRING BOOT (SPRING IO)
 
Why Mobile App Regression Testing is Critical for Sustained Success_ A Detail...
Why Mobile App Regression Testing is Critical for Sustained Success_ A Detail...Why Mobile App Regression Testing is Critical for Sustained Success_ A Detail...
Why Mobile App Regression Testing is Critical for Sustained Success_ A Detail...
 
Utilocate provides Smarter, Better, Faster, Safer Locate Ticket Management
Utilocate provides Smarter, Better, Faster, Safer Locate Ticket ManagementUtilocate provides Smarter, Better, Faster, Safer Locate Ticket Management
Utilocate provides Smarter, Better, Faster, Safer Locate Ticket Management
 
SWEBOK and Education at FUSE Okinawa 2024
SWEBOK and Education at FUSE Okinawa 2024SWEBOK and Education at FUSE Okinawa 2024
SWEBOK and Education at FUSE Okinawa 2024
 
Transform Your Communication with Cloud-Based IVR Solutions
Transform Your Communication with Cloud-Based IVR SolutionsTransform Your Communication with Cloud-Based IVR Solutions
Transform Your Communication with Cloud-Based IVR Solutions
 
A Sighting of filterA in Typelevel Rite of Passage
A Sighting of filterA in Typelevel Rite of PassageA Sighting of filterA in Typelevel Rite of Passage
A Sighting of filterA in Typelevel Rite of Passage
 
2024 eCommerceDays Toulouse - Sylius 2.0.pdf
2024 eCommerceDays Toulouse - Sylius 2.0.pdf2024 eCommerceDays Toulouse - Sylius 2.0.pdf
2024 eCommerceDays Toulouse - Sylius 2.0.pdf
 
Essentials of Automations: The Art of Triggers and Actions in FME
Essentials of Automations: The Art of Triggers and Actions in FMEEssentials of Automations: The Art of Triggers and Actions in FME
Essentials of Automations: The Art of Triggers and Actions in FME
 
原版定制美国纽约州立大学奥尔巴尼分校毕业证学位证书原版一模一样
原版定制美国纽约州立大学奥尔巴尼分校毕业证学位证书原版一模一样原版定制美国纽约州立大学奥尔巴尼分校毕业证学位证书原版一模一样
原版定制美国纽约州立大学奥尔巴尼分校毕业证学位证书原版一模一样
 
LORRAINE ANDREI_LEQUIGAN_HOW TO USE WHATSAPP.pptx
LORRAINE ANDREI_LEQUIGAN_HOW TO USE WHATSAPP.pptxLORRAINE ANDREI_LEQUIGAN_HOW TO USE WHATSAPP.pptx
LORRAINE ANDREI_LEQUIGAN_HOW TO USE WHATSAPP.pptx
 
Energy consumption of Database Management - Florina Jonuzi
Energy consumption of Database Management - Florina JonuziEnergy consumption of Database Management - Florina Jonuzi
Energy consumption of Database Management - Florina Jonuzi
 
Need for Speed: Removing speed bumps from your Symfony projects ⚡️
Need for Speed: Removing speed bumps from your Symfony projects ⚡️Need for Speed: Removing speed bumps from your Symfony projects ⚡️
Need for Speed: Removing speed bumps from your Symfony projects ⚡️
 
Artificia Intellicence and XPath Extension Functions
Artificia Intellicence and XPath Extension FunctionsArtificia Intellicence and XPath Extension Functions
Artificia Intellicence and XPath Extension Functions
 

Recurring Revenue: Custom pricing models against standardized billing tools, Michal Mach

  • 1. Recurring Revenue: Custom pricing models against standardized billing tools by Michal Mach
  • 2. #CD22 • 5 years with Salesforce • Project deliveries • Architecture & design • Project estimates Michal Mach Salesforce Architect at Enehano
  • 3. #CD22 ● Business intro – recurring revenue & subscriptions ● Common challenges ● Real experience ● Salesforce Revenue Cloud ● Summary Agenda
  • 5. #CD22 Recurring Revenue 0 20 40 60 80 100 120 140 160 180 200 1 2 3 4 5 6 7 8 9 10 11 12 Recurring Revenue Model Cost Revenue Cummulative Revenue 0 20 40 60 80 100 120 140 160 180 200 1 Revenue Cost Revenue Source: author‘s example
  • 6. #CD22 = product enablement & payment collection in cycles Subscription - product selection - pricing model - currency - length - cycle - start date - discount - templates - subscribed items - colletion - status Product Price Subscription Invoice(s) Payment
  • 7. #CD22 … what is behind too Subscription … Payment Collection Templates Tax IDs Payment reminders Legal Tax rates Cancellations Usage model Special terms Subscription changes Refunds
  • 8. #CD22 ● Complex discounting / too opened special terms Common challenges
  • 9. #CD22 ● Implement custom parts of billing process in Salesforce without billing tool ● Review business processes before tool selection Common challenges Custom subscription object Apply custom pricing Build custom invoice gen. What if…
  • 10. #CD22 Salesforce Revenue Cloud • Pricing configuration • Guided selling • Proposal documents • Extended UI + Advanced approvals • Subscriptions • Invoice schedules • Tax management • Invoice templates • Revenue schedules + Legal entities + Automated payments + Complex revenue reporting + Finance books
  • 11. #CD22 ● Transform comlex pricing in Salesforce ● Create & manage Stripe subscriptions from Salesforce by custom integration Real experience 1 year / 4 team members 700 MDs
  • 12. #CD22 There are many other challenges. For now, if somebody tells you… Summary „Salesforce is a platform so why not to build our own billing on it?“ No custom billing in Salesforce

Editor's Notes

  1. I have chosen to present the topic today because the recurring revenue is becoming popular and it gains on its weight. But, there might be some challenges with regards to the sales, products, billing, finance & controlling
  2. Quickly explain reccuring revenue (what it is and why it is popular and customers like it). Bridge to next slide: Lets také a look at what entities covers the process from customer side Next slide: - Let‘s take a look on how this recurring revenue is being generated and how the process looks like from the customer (sometimes even from the company) perspective.
  3. Go through main entities in billing process. How they work and what is being defined on each entity – why we need those. Produkt a služba.
  4. „How do you like this slide? No? Me neither.. It is a bit cloudy I would say…“ It happens that only the „previous slide“ and it has the importance. Explain what all topics are also behind the billing area – not usually well known when starting project and will appear when finance & controlling will raise their requirements. Next Slide: Now, lets take a look at 2 main challenges that I have experienced.
  5. Return back na ty hlavní pain points. Zmínit něco jako v jednoduchosti je síla – v rámci revize jde i k zeštíhlení. V rámci standardního řešení – vyčíst si hodnotu – zamyšlení se nad customizací. It is a building of custom billing in Salesforce, but you will never get there or it will cost you a lot of money. Next slide: - Now, I would like to show you 1 example that I have experienced and this is exactly how the billing project should not be even started.
  6. Stojí to nad platformou Salesforce v rohu vpravo nahoře
  7. I would like to show you now how the selection of incorrect approach can affect the project in Salesforce – this is a real example – EGYM (no mention but it will be presented – timeline / real expectations / tool Describe status and challenges – testing / many issues from testing, dependency on existing code, company not ready for such a project, not ready for go live… Talk about the details, what were the challenges / explanations to customer – suggestions of different variants… What to customize  integration, standard patterns What not tu customize  compelx transformations and trying to bend over the tools selected
  8. Always do internal analysis Look how standard billing process works Find product that suits your needs Review & align your processes with the best suitable tool Do only necessary customization to achieve the solution to work