BITTITAN

aMind Delivers Quote-to-Cash with End Customer Self-service on Salesforce

Drives rapid rollout of new subscription-based product line.
BitTitan Success PDF

Transforming Businesses Around the World Through CPQ & Billing Since 2005



Background


Industry: Technology

Headquarters: Kirkland, Washington

Founded: 2006

Salesforce CPQ and Billing

Billing methods: Mix of fixed, subscription, consumption, entitlement-based

CPQ and Billing Challenges

aMind delivers an end-to-end quote-to-cash solution.

  • Lay the groundwork for a full billing and payment engine for multi-channel self-service across sales, managed sales and distribution partners. 
  • Quote, sell, handle recurring billing and recognize revenue for subscription products spanning purchase, license delivery, billing and renewals.
  • Enable customer self-service to capture customer payment method information.

Solution

Salesforce CPQ and Billing


CPQ Module

Quote
Proposals
Approvals
Orders
Contracts
Reporting


Billing Module

Orders
Contracts
Approvals
Invoices
Revenue Schedules
Revenue Transactions
Reporting


Partner Portal

Review order terms
Purchase items
Submit credit card information

Salesforce CPQ

  • New product line configured with CPQ and billing information, tax and revenue rules and treatments.
  • Integration of contract, asset, and subscription creation/management processes into ordering flow.

Avalara Tax for Salesforce CPQ

  • Used for the generation of estimated tax on quotes and customer-facing proposal documents.

Conga Quote Generator for Salesforce CPQ

  • Conga Quote Generator is used to generate customer-facing proposals with an invitation and link to the self-service community.

Salesforce Partner Community

  • The Salesforce Partner Community is used to capture the customer’s purchase intent and payment method for recurring billing. Supports the rapid development using OOB Lightening components and connectors.

Salesforce Billing

  • Order activation and fulfillment triggered through a ‘notify and callback’ integration pattern.
  • Avalara Tax Engine automatically applies tax based on the customer’s address.
  • Revenue recognition schedules automatically created on order activation for ratable recognition of one-year contract term.
  • Invoices generated from a scheduled job run nightly for initial and recurring customer invoices.
  • Invoices paid from a scheduled job run nightly using the customer’s credit card payment method routed through Cybersource payment gateway.

Conga Invoice Generator for Salesforce Billing

  • Customer-facing receipts of paid invoice.

Conga Trigger

  • Conga Trigger used to automate generation and delivery of customer receipt upon successful payment.


Integration

Avalara (taxation)
Cybersource (credit card payment processing)



Countries

United States


Channels

Inside Sales
Customer Self-service

CPQ and Billing Results

Inside Sales
Inside sales teams now create quotes and present proposals to customers inviting them to a self-service portal for payment confirmation and payment.

Customers
BitTitan customers receive a proposal notification and link to purchase. The buyers access a portal to agree to terms and conditions, provide payment method information and confirm their purchase.


Finance
The finance department reports on AR/Billing and deferred revenue and forecast, closes finance periods and extracts financial transaction data from Sage Intact to feed the general ledger.


Why aMind?

No One Elevates CPQ Higher


IMPLEMENTATION SERVICES

Elevate Your CPQ

IMPLEMENTATION SERVICES

Elevate Your CPQ

CHANGE READINESS

Hello Happy Users

CHANGE READINESS

Hello Happy Users

METHODOLOGY

Battle-tested

METHODOLOGY

Battle-tested

“A“ MIND PEOPLE

Secret to Success

“A“ MIND PEOPLE

Secret to Success

CLIENTS

Business, Elevated

CLIENTS

Business, Elevated

Get Elevated Thoughts on CPQ delivered to your in-box. (No spam, promise!)


CALIFORNIA

Headquarters

3201 Danville Boulevard, Suite 155
Alamo, CA 94507
Tel: 925.804.6139
LOCATIONS

Where to find us

With corporate offices in Northern California and Colorado, and teams deployed around the world; we are available to assist you whatever the need, wherever you are.

ABOUT

Why aMind?

– 100% Focus on CPQ
– “A” Mind People
– Proven Methodology
– Partnership Vision
– Right-sized organization

STAY IN TOUCH

Follow Our Social Media