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iDialogue Powers SaaS Operations

Subscription Sales and Billing for Salesforce™

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iDialogue's SaaS Accelerator provides a turnkey quoting solution with support for subscription start/end dates, multiple term options, prorated amendments, renewals, and MRR/ARR reporting.

The ability to manage the quote-to-cash process within Salesforce
™ gives us amazing flexibility.
Mark Petrie, Sales Operations, Addigy
Customer Success Story
DOWNLOAD Free guide
​Manage subscriptions, capture revenue, accomplish more in less time 
​iDialogue's SaaS (Software-as-a-Service) Quote-to-Cash extension package combines the power of Salesforce™ with pre-integrated, best-of-breed solutions to meet the unique needs of any subscription-based organization.
  • Subscription Price Book & Product Management
  • Subscription Opportunity Management
  • Generate Quotes, Contracts, and Agreements
  • Capture eSignatures
  • ​Payment Processing
  • Report on Recurring Revenue
  • Order upgrades, add-ons, and renewal
  • Usage-Based Billing and Invoicing
  • Reseller Billing
  • Tax Calculations, Address Validation & Auto-Filing
SUBSCRIPTION PRICE BOOK & ​PRODUCT MANAGEMENT
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Effective subscription management starts with precise product definitions
  • ​Subscription terms
  • MRR and ARR metrics
  • ​Free and trial subscription terms
  • Renewals 
  • Billing frequency
  • Usage-based and overage billing
  • SaaS Tax codes
SUBSCRIPTION OPPORTUNITY MANAGEMENT
Easy to learn and use for Sales Reps of all skill levels
  • Subscription Start / End Dates
  • Guided selling and Sales Rep onboarding
  • Inline MRR and ARR Calculations
  • Subscription Add-Ons, Upgrades and Renewals
  • Prorated pricing and Co-Termed Contracts
  • Quote generation and eSignature
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TAX CALCULATION, ADDRESS VALIDATION​, AND AUTO-FILING
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SaaS Tax rules are constantly evolving. Problem solved with native integration to  TaxJar™  
  • Establish geographic, economic nexus and tax jurisdiction from quote
  • Validate billing account address
  • Re-calculate taxes with each invoice
  • Auto-file taxes in all 50 states
  • International tax support
CONTRACT & SUBSCRIPTION ORDER MANAGEMENT 
System of record for subscription terms and conditions.
  • Contracts
  • Subscription Orders
  • Order Products
  • Billing Usage
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SUBSCRIPTION INVOICING
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Capture subscription revenue directly from Salesforce™
  • Invoice generation
  • Usage-based billing calculations
  • Send emails with PDF attachment
  • Auto-submit transactions to Stripe
  • Trigger dunning workflows
  • Audit trails for invoice delivery
USAGE BASED BILLING
iDialogue UBB (Usage Based Billing) combines real-time usage data with dynamic billing capabilities to manage any SaaS Ops business model within Salesforce.

  • Capture product usage in Salesforce.
  • Calculate overage charges using formula fields
  • Generate invoices from usage
  • Real-time usage reporting and forecasting
  • Account level time-series charts
  • Time-Series Usage on Accounts
  • Usage Based Billing
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CUSTOM BILLING SCHEDULES
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It is common within SaaS pricing models to offer custom pricing like "First Month Free" or "3 Month Gradual Ramp Up".

Support is built-in for 5 types of custom billing schedules:​
  • Quantity Schedule
  • Credit Schedule
  • Discount Schedule
  • Payment Schedule
  • ​Unit Price Schedule

PAYMENT PROCESSING WITH SALESFORCE - BLACKTHORN / STRIPE INTEGRATION
​Collect a variety of payment methods
  • Credit Card
  • ACH
  • Purchase Order
    ​
Payment Processing
  • Capture payment methods from rooms
  • Real-time and recurring subscription payments
  • Pre-emptive expiration notices
  • Auto-send invoices with payments
  • Dunning and collection flows​
Integrate with any payment gateway through partnerships with Blackthorn Payments, Stripe, Stax, and many more.
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SUBSCRIPTION DASHBOARDS AND REPORTS
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Real-Time Decision Support and Analytics
  • Pre-built support for SaaS Metrics
  • Customize reports and dashboards
  • Monthly Recurring Revenue (MRR)
  • Annual Recurring Revenue (ARR)
  • Annual Contract Value (ACV)
  • Total Contract Value (TCV)
  • One-Time Revenue / Pro Services
  • Booked Revenue
  • Forecasted Revenue
  • Churn
SUBSCRIPTION PROCESS AUTOMATION 
​Native integration with Salesforce™ Flow and Process Builders.
  • Pre-built invocable flow actions
  • Contract creation
  • Provision Orders and Order Items
  • Schedule future usage-based billing collection
  • Generate initial invoice
  • Forward invoices to accounting services
  • Push messages to Slack channels
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ACCOUNTING SERVICE INTEGRATION
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Connectors available for
  • Xero
  • Netsuite
  • Quickbooks
​
Synchronize
  • Bill To Contacts 
  • Invoices
  • Accounting codes
TRY IT NOW

    Keep up to date with free tips, guides, and instructional videos on how to enable more dialogues through Salesforce. 

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