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

1. SaaS BILLING ESSENTIALS
How to add subscription, usage or
activity-based pricing to your CRM system

2. How to add products with subscription, usage or
Agenda activity-based pricing to your CRM system
TRACT & your CRM - Integration for Dynamic Revenue Automation
n CRM & TRACT for your Business Environment
n Introduction & Overview of General CRM Integration
n Summary
Proprietary and confidential. Do not disclose.
©2012 Transverse LLC
2
V1.1

3. How to add products with subscription, usage or
Introduction activity-based pricing to your CRM system
Your 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 or
Overview activity-based pricing to your CRM system
Your Business Environment -
How to add subscription, usage or activity-based pricing to your CRM?
Self Signup Self Service CRM, Orders
Invoices
Product Payments
YOUR Catalog
Order 2 Cash
CRM 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 or
Agenda activity-based pricing to your CRM system
TRACT & your CRM - Integration for Dynamic Revenue Automation
n TRACT in your Business Environment
n Introduction & Overview of CRM Integration
n 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 Account
Opportunity
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 or
Introduction activity-based pricing to your CRM system
Introduction to TRACT integration with CRM
n 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 or
Introduction activity-based pricing to your CRM system
A Deeper Look in the Integration and Mapping of Business Objects
between CRM and TRACT
n 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 or
Agenda activity-based pricing to your CRM system
TRACT & 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 or
Summary activity-based pricing to your CRM system
Integration of CRM and TRACT allows for a seamless Sales Process and
enables How to add subscription, usage or activity-based pricing to your
CRM system
n Sales Automation triggers the Order-to-Cash Process
n Continue to support your Sales Process with CRM
n No double entry of information
n Automated Order Creation from Opportunities
n Customer & Revenue Management with Subscription Lifecycle supported by TRACT
n 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