SaaS BILLING ESSENTIALS

How to add subscription, usage or activity-based pricing to your CRM system

Agenda

How to add products with subscription, usage or 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

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Introduction

How to add products with subscription, usage or 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

YOUR CRM

+ Leads + Contacts l Opportunities + Quotes l Approvals + Workflow l Email + Calendaring l Analytics + Forecast
l Accounts

l No

Fulfillment / Usage l No Billing l No Payments l No Subscriptions l No Accounting

l No Activities

Sales Force Automation

Product Catalog Order Order 2 Cash Activity 2 Cash GL Extract Financial Management

Customer Care

Customer Relationship

Proprietary and confidential. Do not disclose. 2012 Transverse LLC

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Overview

How to add products with subscription, usage or 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

YOUR CRM

Product Catalog Opportunities

Order 2 Cash Activity 2 Cash

Payments

Analytics & BI

GL Integration

Notications, Balances, Events

Activities

Fulllment

Using the Service

Your Service / Application

Proprietary and confidential. Do not disclose. 2012 Transverse LLC

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Agenda

How to add products with subscription, usage or 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

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Overview

How to add products with subscription, usage or activity-based pricing to your CRM system

Sales Integration uses One Product Catalog, reduces double entry for Accounts and creates Orders from Opportunities CRM
Create Account Create Opportunity Add Products Create Quote Change to Closed Won 3a add Order 3b add Order 2b get product details SugarC RM Adapter 2a get products 1a create Account 1b create Account Product Catalog Products Usage Rules Prices/Rates Allowance Billing Account Products Open Balance Account Category Orders
API

Pricebook

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

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Introduction

How to add products with subscription, usage or 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 CRMs 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

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Introduction

How to add products with subscription, usage or 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

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Agenda

How to add products with subscription, usage or 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

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Summary

How to add products with subscription, usage or 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

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For more information, please visit www.tractbilling.com