Fusebill+Salesforce CRM = Success!

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Closing sales, winning deals, and signing up new customers is great for your business, but you may have noticed your finance and billing people aren’t celebrating quite as much as everyone else.

But, by bridging the gap between your CRM and your billing with the Fusebill Salesforce CRM integration, these manual processes go away and everyone can enjoy the celebration!

With the Fusebill Salesforce CRM integration application you can create accounts, manage subscriptions, and view customer information without leaving Salesforce CRM.

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Fusebill+Salesforce CRM = Success!

  1. 1. Fusebill + Salesforce = Success 1 www.fusebill.com Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
  2. 2. Speaker Introduction Donna McPhee, Customer Success Manager dmcphee@fusebill.com Friday, July 26, 2013 2 www.fusebill.com Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
  3. 3. Agenda  Billing and the Customer Experience  Integrating Core Systems  Fusebill Connect  Lifecycle Emails  Salesforce Integration 3 www.fusebill.com Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
  4. 4. BILLING IS PART OF THE EXPERIENCE July 26, 2013 4
  5. 5. Customer Lifecycle is Key July 26, 2013 5 Upsell Cross- sell RetainInitial Sales How do we keep customers longer? Which customers are most valuable? Are there signals of cancelations? What programs and channels deliver the most valuable clients? How do we move customer from free- to-paid? Who is most likely to upgrade? Buy another product? Support
  6. 6. Tools often focus on first sale July 26, 2013 6 • Salesforce (CRM) • Eloqua (Inbound Marketing) • Web Analytics • Email Marketing • Excel, SQL • Reports & Statistics • Trial and error • People Upsell Cross- sell RetainInitial Sales Pre-sales tools and platforms Lifecycle Tools Support • Zendesk • Live chat • Call centers
  7. 7. Billing Interactions are Overlooked • Order Confirmations • Invoices • Receipts • Renewal Notice • Credit card expiry • Disputes • Dunning (aka ‘hey deadbeat’) • Upgrades 7July 26, 2013 Self Service Needs • Manage account • View old charges • Download receipts and invoices Up to 40% of customer calls are billing related Roughly 50% of customer churn relates to failed payments
  8. 8. How?  New customer “welcome” emails  Successful payment notifications  Failed payment notifications  Alerts about expiring credit cards  Statements and invoices  Collection warnings, dunning emails and account status changes. 8July 26, 2013www.fusebill.com Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved Automate customers through their subscription lifecycle:
  9. 9. INTEGRATING SALESFORCE CRM July 26, 2013 9
  10. 10. Three Core Systems Sales Force Automation Web / Service Delivery Billing Financials Presales What you sell! Support Where is the system of record?
  11. 11. A Sales Dominant Core System Sales Force Automation Web / Service Delivery Billing Keep sales reps & agents in SFA Orders originate from SFA 1 2 3 1 – Rep enters order. Push to billing 2 – Billing approves (credit check, payment) Pushes to Service Delivery 3 – Billing updates status & entitlements  Trials  Non-payment  Upgrades etc.  Renewals 3
  12. 12. FUSEBILL CONNECT 2-WAY SALESFORCE CRM INTEGRATION Bridge the gap between your CRM and your billing July 26, 2013 12 www.fusebill.com Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
  13. 13. 2 Way Integration Fusebill Connect is available on the AppExchange. Integrate Fusebill directly with Salesforce. Two Way Integration  Customer accounts in Fusebill are published to Salesforce.  Opportunities in Salesforce create billing accounts in Fusebill.
  14. 14. 2 Way Salesforce Integration July 26, 2013 14  Define pricing plans  Invoicing, Collections  Accounting Orders Updates Status Web orders  Sales teams work in Salesforce  Covert Opportunities – Sales  Access leads and trials
  15. 15. Benefits for Sales With Fusebill Connect you can: Create accounts Manage subscriptions View customer information. Sales teams can manage Fusebill billing accounts without leaving Salesforce.
  16. 16. Benefits to Billing and Finance With Fusebill Connect you can: Eliminate tedious manual processes. Eliminate billing errors. Centralize customer management and subscriptions
  17. 17. Benefits for Operations and Legal With Fusebill Connect you can: Eliminate security concerns. Save time and resources.
  18. 18. Benefits for Business Owners With Fusebill Connect you can: Publish your product catalog to Salesforce. Choose what information your sales team sees. Ensure credit card info is captured securely by Fusebill. Create stronger customer relationships.
  19. 19. Use the data to drive insights July 26, 2013 19 Upsell Cross- sell RetainInitial Sales How do we keep customers longer? Which customers are most valuable? Are there signals of cancelations? What programs and channels deliver the most valuable clients? How do we move customer from free- to-paid? Who is most likely to upgrade? Buy another product? Support
  20. 20. 20 www.fusebill.com Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved Fusebill Platform Overview
  21. 21. 21 Try Fusebill Free for 30 days. No contracts, credit card, or surprises. Sign up at www.fusebill.com ThankYou! www.fusebill.com 1-888-519-1425 support@fusebill.com Twitter: @fusebill www.fusebill.com Call Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved

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