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SaaS Essentials - Usage Based Billing on the Salesforce Platform

6/22/2020

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Pricing a Subscription-as-a-Service (SaaS) product can be a challenge. Most companies start with a simple user-based license model, paid monthly or annually. Billing then is simply a function based on the number of licenses in the subscription.

But for companies like Addigy, who monitor Apple devices, the billing requirements are more specific to how the service is used.

SaaS companies who have invested in Salesforce as their CRM platform are actually within reach of implementing a usage-based-billing (UBB) solution on Salesforce fairly quickly. The billing account, order, and product information are readily available.

By implementing iDialogue SaaS Quote-to-Cash, Addigy was able to pull in near real-time usage data into their Salesforce Accounts. Standard formula fields are constantly calculating and forecasting future billings based on up-to-date usage data. Time-series usage data is available directly on Salesforce Account records.

The result is more visibility into future billings and elating customers with a flexible business model that allows for variable usage and billing.
  • Account Level Usage History
  • Billing Usage in Salesforce
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Generating Documents Using Salesforce Flow

6/1/2020

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This tutorial demonstrates how to generate documents using Salesforce Flow. Checkout our Flow Actions under the "Document" and "Room" categories once iDialogue is installed.
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iDialogue and AviateNow Partner to Deliver Aviation Solution

6/1/2020

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I'm excited to announce our partnership with AviateNow, a Salesforce ISV partner, to deliver a SaaS solution to the Aviation industry. Full press release here.

By embedding iDialogue's document generation API into their managed package, AviateNow was able to rapidly extend their Aviation FBO app with comprehensive quoting capabilities.

“As the Aviation industry re-emerges from the 2020 lockdown, apps like AviateNow will help Fixed-Base Operators (FBOs) deliver an end-to-end digital user experience that will revitalize and optimize the aviation industry. Integrating iDialogue’s API into AviateNow gives Aviation Ops Managers the power and flexibility to generate documents for any stage of their process; including quotes, flight plans, agreements, contracts, invoices, and maintenance schedules,” said Michael Leach, CEO of Pacific Apps. Inc.

iDialogue’s no-code document automation solution allowed AviateNow to substantially shorten product development lifecycle by delivering CPQ functionality to its customers in record time while achieving notable savings compared to other platforms. Adding the iDialogue lightning component to AviationNow’s Reservation page layout provides one-click access to generating pixel perfect PDF quotes that can be delivered using personalized portals with an all-in-one experience of quote delivery, eSignature, Chat Room and ePayment functionality.

"AviateNow is very excited to bundle iDialogue into our product offerings for the aviation industry. iDialogue greatly enhances our product offerings and is a clear winner in the Salesforce ecosystem. iDialogue's flexible architecture seamlessly integrates with AviateNow’s product offerings. We are thrilled about our partnership with Pacific Apps, Inc. and the product features that we can offer by combining the power of both platforms!" says Charles Wagner, Founder of AviateNow, Inc.

Pacific Apps and AviateNow will continue to collaborate on the development of the best-of-breed solution for the Aviation industry by offering additional workflow automation and document templates to streamline processes and increase operational efficiencies.
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    Michael Leach
    Co-Founder and CEO 

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