BITTITAN
ArganoaMind Delivers Quote-to-Cash with End Customer Self-service on Salesforce
Drives rapid rollout of new subscription-based product line.
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
ArganoaMind 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
Proposals
Approvals
Orders
Contracts
Reporting
Billing Module
Orders
Contracts
Approvals
Invoices
Revenue Schedules
Revenue Transactions
Reporting
Contracts
Approvals
Invoices
Revenue Schedules
Revenue Transactions
Reporting
Partner Portal
Review order terms
Purchase items
Submit credit card information
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)
Cybersource (credit card payment processing)
Countries
United States
Channels
Inside Sales
Customer Self-service
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 ArganoaMind?
