Fusebill+Salesforce CRM = Success!

1

Fusebill + Salesforce = Success

www.fusebill.comCall Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved

Tuesday, April 11, 2023 2

Speaker Introduction

Donna McPhee,Customer Success [email protected]


3

Agenda

Billing and the Customer Experience

Integrating Core Systems

Fusebill Connect Lifecycle Emails Salesforce Integration


April 11, 2023 4

BILLING IS PART OF THE EXPERIENCE

April 11, 2023 5

Customer Lifecycle is Key

Upsell

Cross-sell

RetainInitial Sales

How do we keep customers longer?Which customers are most valuable?

Are there signals of cancelations?What programs and channels deliver the most valuable clients?

How do we move customer from free-to-paid?

Who is most likely to upgrade? Buy another product?

Support

April 11, 2023 6

Tools often focus on first sale

• Salesforce (CRM)• Eloqua (Inbound Marketing)• Web Analytics• Email Marketing

• Excel, SQL• Reports &

Statistics• Trial and error• People

Upsell

Cross-sell

RetainInitial Sales

Pre-sales tools and platforms Lifecycle Tools

Support

• Zendesk • Live chat• Call centers

7April 11, 2023

Billing Interactions are Overlooked

• Order Confirmations• Invoices• Receipts• Renewal Notice• Credit card expiry• Disputes• Dunning (aka ‘hey deadbeat’)• Upgrades

Self Service Needs• Manage account• View old charges• Download receipts and

invoices

Up to 40% of customer calls are billing related

Roughly 50% of customer churn relates to failed payments

8April 11, 2023

How?

New customer “welcome” emails Successful payment notifications Failed payment notifications Alerts about expiring credit cards Statements and invoices Collection warnings, dunning emails

and account status changes.


Automate customers through their subscription lifecycle:

April 11, 2023 9

INTEGRATING SALESFORCE CRM

Three Core Systems

Sales Force Automation

Web / Service Delivery Billing

Financials

Presales

What you sell!

Support

Where is the system of record?

A Sales Dominant Core System

Sales Force Automation

Web / Service Delivery Billing

Keep sales reps & agents in SFAOrders originate from SFA

1

2

3

1 – Rep enters order. Push to billing

2 – Billing approves (credit check, payment)Pushes to Service Delivery

3 – Billing updates status & entitlements Trials Non-payment Upgrades etc. Renewals

3

April 11, 2023 12

FUSEBILL CONNECT2-WAY SALESFORCE CRM INTEGRATION

Bridge the gap between your CRM and your billing


2 Way Integration

Fusebill Connect is available on the AppExchange.

Integrate Fusebill directly with Salesforce.

Two Way Integration Customer accounts in

Fusebill are published to Salesforce.

Opportunities in Salesforce create billing accounts in Fusebill.

April 11, 2023 14

2 Way Salesforce Integration

Define pricing plans Invoicing, Collections Accounting

OrdersUpdates

Status

Web orders

Sales teams work in Salesforce Covert Opportunities – Sales Access leads and trials

Benefits for Sales

With Fusebill Connect you can:Create accountsManage subscriptionsView customer

information. Sales teams can

manage Fusebill billing accounts without leaving Salesforce.

Benefits to Billing and Finance

With Fusebill Connect you can:

Eliminate tedious manual processes.

Eliminate billing errors.Centralize customer

management and subscriptions

Benefits for Operations and Legal

With Fusebill Connect you can:

Eliminate security concerns. Save time and resources.

Benefits for Business Owners

With Fusebill Connect you can:Publish your product

catalog to Salesforce.Choose what

information your sales team sees.

Ensure credit card info is captured securely by Fusebill.

Create stronger customer relationships.

April 11, 2023 19

Use the data to drive insights

Upsell

Cross-sellRetain

Initial Sales

How do we keep customers longer?Which customers are most valuable?

Are there signals of cancelations?What programs and channels deliver the most valuable clients?

How do we move customer from free-to-paid?

Who is most likely to upgrade? Buy another product?

Support

20www.fusebill.comCall Us at: 1-888-519-1425 Copyright Fusebill Inc. 2013. All rights reserved

Fusebill Platform Overview

21

Try Fusebill Free for 30 days. No contracts, credit card, or surprises.

Sign up at www.fusebill.comThank You!

[email protected]: @fusebill


http://www.fusebill.com/