Case Studies

iDialogue Powers SaaS Operations

Subscription Sales and Billing for Salesforce™

​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
DOWNLOAD FREE GUIDE READ CUSTOMER SUCCESS STORY

SUBSCRIPTION PRICE BOOK & ​PRODUCT MANAGEMENT

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

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

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.

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

Synchronize

  • Bill To Contacts
  • Invoices
  • Accounting codes