Post on 30-Apr-2015
description
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Fusebill + Salesforce = Success
www.fusebill.comCall Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
Tuesday, April 11, 2023 2
Speaker Introduction
Donna McPhee,Customer Success Managerdmcphee@fusebill.com
www.fusebill.comCall Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
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Agenda
Billing and the Customer Experience
Integrating Core Systems
Fusebill Connect Lifecycle Emails Salesforce Integration
www.fusebill.comCall Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
April 11, 2023 4
BILLING IS PART OF THE EXPERIENCE
April 11, 2023 5
Customer Lifecycle is Key
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
April 11, 2023 6
Tools often focus on first sale
• 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
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Billing Interactions are Overlooked
• Order Confirmations• Invoices• Receipts• Renewal Notice• Credit card expiry• Disputes• Dunning (aka ‘hey deadbeat’)• Upgrades
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
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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.
www.fusebill.comCall Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
Automate customers through their subscription lifecycle:
April 11, 2023 9
INTEGRATING SALESFORCE CRM
Three Core Systems
Sales Force Automation
Web / Service Delivery Billing
Financials
Presales
What you sell!
Support
Where is the system of record?
A Sales Dominant Core System
Sales Force Automation
Web / Service Delivery Billing
Keep sales reps & agents in SFAOrders originate from SFA
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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
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April 11, 2023 12
FUSEBILL CONNECT2-WAY SALESFORCE CRM INTEGRATION
Bridge the gap between your CRM and your billing
www.fusebill.comCall Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
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.
April 11, 2023 14
2 Way Salesforce Integration
Define pricing plans Invoicing, Collections Accounting
OrdersUpdates
Status
Web orders
Sales teams work in Salesforce Covert Opportunities – Sales Access leads and trials
Benefits for Sales
With Fusebill Connect you can:Create accountsManage subscriptionsView customer
information. Sales teams can
manage Fusebill billing accounts without leaving Salesforce.
Benefits to Billing and Finance
With Fusebill Connect you can:
Eliminate tedious manual processes.
Eliminate billing errors.Centralize customer
management and subscriptions
Benefits for Operations and Legal
With Fusebill Connect you can:
Eliminate security concerns. Save time and resources.
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.
April 11, 2023 19
Use the data to drive insights
Upsell
Cross-sellRetain
Initial 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
20www.fusebill.comCall Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved
Fusebill Platform Overview
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Try Fusebill Free for 30 days. No contracts, credit card, or surprises.
Sign up at www.fusebill.comThank You!
www.fusebill.com1-888-519-1425support@fusebill.comTwitter: @fusebill
www.fusebill.comCall Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved