Download - Activity based billing for SugarCRM - Transverse LLC presentation from SUGARCON201212

The Leaders in Activity-Based Billing

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YOU CAN BILL FOR THAT? ENRICHING THE VALUE OF SUGARCRMChris Couch, COO and Co-Founder, Transverse

V1.1©2012 Transverse LLC

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•Robust•Expensive•Not cloud-based•Accessible to large

businesses

•Cloud-based•Affordable •Solution for simple

recurring payment problems and management

•Accessible to all businesses

•Builds on Billing 2.0•Designed for activity-based

business models•See customers’ activities in

real-time•Allows for additional

revenue streams and business insight

THE BILLING EVOLUTION

$10 Million +cost to implement

$4 Billion +contracted billings

49% of SMBsbill by activity

Billing 1.0 Billing 2.0 Billing 3.0

Industry Vertical Solutions Subscription Economy Customer Economy


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ACTIVITY-BASED BILLING: SHOW ME THE MONEY

Increase your bottom line.

See your customer’s activities in real-time to create new revenue streams and identify critical market trends.

Billing and Dynamic Revenue Management

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Relationship + Activity (Billing 3.0)Business Model Examples


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One-Time Fee for Subscription

Normal Activities: •Per minute (up to hourly & daily

Maximum)•Additional per mile after a

threshold

Infrequent Activities:•Penalties•Assessments

SUBSCRIPTIONS AND ACTIVITIES

V1.1Proprietary and confidential. Do not disclose. ©2012 Transverse LLC

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Entitlements: •Allowance of articles

•Authorized user

Multiple Subscription Options:•Different Products

•Different Packages

SUBSCRIPTION WITH LEVELS + ACTIVITIES


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Activity-Based Billing Processes


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REVENUE OPPORTUNITIES

COM

PLEX

ITY

SUBSCRIPTIONS

ACTIVITY MANAGEMENT

ENTITLEMENTS

PERSONALIZATION

ELEMENTS OF ACTIVITY-BASED BILLING


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ORDER-TO-CASH & ACTIVITY-TO-CASH PROCESSES

analytics


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ORDER-TO-CASH SCENARIO

Validate Credit Card

Charge Signup Fee

Accept Order

Notify warehouse

Ship out access card

Welcome Notice

Sign Up

BUSINESS PROCESS

• Personal Information• Username / PIN• Driver License• Credit Card

•Credit Card•Cash

BILLING SYSTEM SUPPORT

•Fulfillment Notice•Hold Order

•Add Key Card Identifier to Order•Approve Order•Billing Account Active•Send Welcome Note


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BUSINESS PROCESS

•Entitlement request received•Account standing verified•Send entitlement approval

BILLING SYSTEM SUPPORT

•Activity event received•Guide event to proper account•Calculate charges

•Calculate and render invoice•Send invoice to customer•Process credit card

ACTIVITY-TO-CASHTM SCENARIO

Swipe access card

Verify customer account

Drive car from A to B

Car sends activity event

Create and send invoice to Customer

Charge Credit Card

Reserve the car


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SugarCRM Integration


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InvoicesPaymentsG/L Integration

Service Usage

Self Signup Self ServiceOrders

Fulfillment

WHERE BILLING FITS

ActivitiesNotificationsBalancesEvents

Your Serviceor Application


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•Marketing + Leads

•Accounts + Contacts

•Opportunities + Quotes

•Approvals + Workflow

•Support

Fulfillment

SCOPE OF INTEGRATION WITH SugarCRM

Order 2 Cash

Sales Automation

Customer Service

Automation

Prod

uct

Cata

log

MarketingAutomation

SERVICING CUSTOMERS

Invo

ice

&

Paym

ents

Orde

r De

tails

Order

Activity-to-CashOrder-to-Cash

MONETIZING RELATIONSHIPS AND ACTIVITIES

•Accounts

•Subscriptions

•Activities / Usage

•Billing & Invoices

•Payments

•Fulfillment

•Accounts Receivables

Create Account

TRACTmodule


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Product Catalog

Usage Rules

Products

Prices/Rates

Billing Account

Open Balance

Products

Account Category

Allowance

1. Create Billing Accounts based on SugarCRM Accounts2. Products from TRACT into SugarCRM “Product Catalog”3. Create Quotes based on Opportunity; add products to Quote

4. Create Orders based on Opportunity; Stage = “Closed Won”5. Import / read invoice, payment, order detail information once

created in TRACT

CreateAccount

CreateOpportunity

Change to “Closed Won”

Add Products

Orders

1

2

4

Product List

CreateQuote

3

5 Activities

HOW IT WORKS

API

Add Order

Get Product Details

Invoice, Payment, Order Details

The Leaders in Activity-Based Billing

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Questions and Thank You.