SaaS BILLING ESSENTIALS

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

Proprietary and confidential. Do not disclose.©2012 Transverse LLC

V1.1

Agenda

TRACT & your CRM - Integration for Dynamic Revenue Automation

nCRM & TRACT for your Business Environmentn Introduction & Overview of General CRM Integration

nSummary

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

Customer Relationship

Proprietary and confidential. Do not disclose.©2012 Transverse LLC

V1.1

Your CRM = Strong tool to manage your Sales Process +TRACT = Strong tool to manage your Order2Cash & Activity2Cash Process

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l Marketing + Leadsl Accounts + Contacts l Opportunities + Quotesl Approvals + Workflowl Email + Calendaringl Analytics + Forecast

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

Order 2 Cash Financial Management

Sales Force Automation

CustomerCare

Order GL Extract

Product Catalog

Activity 2 Cash

l No Fulfillmentl No Activities / Usagel No Billingl No Paymentsl No Subscriptionsl No Accounting

YOUR CRM

Proprietary and confidential. Do not disclose.©2012 Transverse LLC

V1.1

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

Your Business Environment - How to add subscription, usage or activity-based pricing to your CRM?

Analytics & BI GL Integration

Payments

Invoices

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Usingthe Service

Your Service / Application

Activities

Order 2 Cash

Activity 2 Cash

Self Service

Fulfillment

Opportunities

ProductCatalog

CRM, Orders

Notifications, Balances, Events

Self Signup

YOUR CRM

Proprietary and confidential. Do not disclose.©2012 Transverse LLC

V1.1

Agenda

TRACT & your CRM - Integration for Dynamic Revenue Automation

nTRACT in your Business Environmentn Introduction & Overview of CRM Integration

nSummary

5

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

getproducts

CRM

createAccount

get productdetails

SugarCRM

Adapter

Proprietary and confidential. Do not disclose.©2012 Transverse LLC

V1.1

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

Sales Integration uses One Product Catalog, reduces double entry for Accounts and creates Orders from Opportunities

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API

Product Catalog

Usage Rules

Products

Prices/Rates

Billing Account

Open Balance

Products

Account Category

Allowance

1) Create Billing Accounts based on Accounts2) Read products from TRACT into CRM “Pricebook”, add product into Opportunity 3) Create Quotes in CRM based on Opportunity4) Create Orders based on Opportunity, Stage = “Closed Won”

CreateAccount

CreateOpportunity

Change to “Closed Won”

Add Products

createAccount

addOrder

addOrder

Orders

1a 1b

2b 2a

3a 3b

Create Quote

Pricebook

Proprietary and confidential. Do not disclose.©2012 Transverse LLC

V1.1

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

Introduction to TRACT integration with CRM

n Integrationl 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).

nFunctionalityl 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 pricebookl 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#”.

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Proprietary and confidential. Do not disclose.©2012 Transverse LLC

V1.1

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

A Deeper Look in the Integration and Mapping of Business Objects between CRM and TRACT

nAccountl 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.

nProduct / Pricebookl The CRM pricebook and products were enhanced so that one-time and recurring

prices can be stored for a product.

nOpportunityl One opportunity is linked to one order in TRACT.l Multiple products can be included on one opportunity.

nConfiguration optionsl Information necessary for Subscription & Dynamic Revenue Management such as

Bill Cycle or Billing Account Categories are configured in the adapter.

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Proprietary and confidential. Do not disclose.©2012 Transverse LLC

V1.1

Agenda

TRACT & SugarCRM - Integration for Dynamic Revenue Automation

nTRACT in your Business Environmentn Introduction & Overview of SugarCRM Integration

nSummary

9

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

Proprietary and confidential. Do not disclose.©2012 Transverse LLC

V1.1

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

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 systemnSales Automation triggers the Order-to-Cash ProcessnContinue to support your Sales Process with CRMnNo double entry of informationnAutomated Order Creation from OpportunitiesnCustomer & Revenue Management with Subscription Lifecycle supported by TRACTnManage follow-on opportunities through CRM

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For more information, please visit

www.tractbilling.com