Activity based billing for SugarCRM - Transverse LLC presentation from SUGARCON201212
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Transcript of Activity based billing for SugarCRM - Transverse LLC presentation from SUGARCON201212
![Page 1: Activity based billing for SugarCRM - Transverse LLC presentation from SUGARCON201212](https://reader034.fdocuments.in/reader034/viewer/2022051817/54812157b4af9fea158b5e68/html5/thumbnails/1.jpg)
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
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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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V1.1©2012 Transverse LLC
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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.
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Billing and Dynamic Revenue Management
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Relationship + Activity (Billing 3.0)Business Model Examples
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V1.1©2012 Transverse LLC
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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
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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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Billing and Dynamic Revenue Management
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Activity-Based Billing Processes
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V1.1©2012 Transverse LLC
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REVENUE OPPORTUNITIES
COM
PLEX
ITY
SUBSCRIPTIONS
ACTIVITY MANAGEMENT
ENTITLEMENTS
PERSONALIZATION
ELEMENTS OF ACTIVITY-BASED BILLING
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V1.1Proprietary and confidential. Do not disclose. ©2012 Transverse LLC
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ORDER-TO-CASH & ACTIVITY-TO-CASH PROCESSES
analytics
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V1.1Proprietary and confidential. Do not disclose. ©2012 Transverse LLC
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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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V1.1Proprietary and confidential. Do not disclose. ©2012 Transverse LLC
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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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Billing and Dynamic Revenue Management
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SugarCRM Integration
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V1.1Proprietary and confidential. Do not disclose. ©2012 Transverse LLC
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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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V1.1Proprietary and confidential. Do not disclose. ©2012 Transverse LLC
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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
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Create Account
TRACTmodule
V1.1Proprietary and confidential. Do not disclose. ©2012 Transverse LLC
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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
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The Leaders in Activity-Based Billing
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Questions and Thank You.