iDialogue Powers SaaS Operations

Subscription Sales and Billing for Salesforce™

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

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​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

TAX CALCULATION, ADDRESS VALIDATION​, AND AUTO-FILING

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

SUBSCRIPTION INVOICING

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

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

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PAYMENT PROCESSING WITH SALESFORCE - BLACKTHORN / STRIPE INTEGRATION

​Collect a variety of payment methods

• Credit Card
• ACH
• Purchase Order
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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.

SUBSCRIPTION DASHBOARDS AND REPORTS

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

ACCOUNTING SERVICE INTEGRATION

Connectors available for

• Xero
• Netsuite
• Quickbooks

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Synchronize

• Bill To Contacts 
• Invoices
• Accounting codes

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