Encore: renewals, subscriptions, invoices, assets, quotes & recurring billing - Kinetic Growth

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Encore: renewals, subscriptions, invoices, assets, quotes & recurring billing

Encore - Salesforce renewals subscriptions billing

To onboard a customer with Encore, follow your standard process to create an opportunity

The Select Products screen gives you additional information and pricing options for your products

Review the products on the opportunity to confirm everything is copacetic

Mark the opportunity as Closed Won to have Encore generate the subscription and renewal opportunity

Use field mappings (in Kinetic Growth Settings) to control values of generated renewal opportunity

Only renewable / subscription products are automatically carried over to renewal opportunity

If customer wants to place add-on order in middle of subscription term, then create new opportunity

Encore will automatically pull in subscription data from account to co-term the add-on

When products are added to opportunity, Encore will calculate pro-rated pricing

To get wholistic view of account, use Encore's Visualize Opportunities screen

Mark add-on as Closed Won and products will be added to renewal (products from slide 7 and 10)

Subscription updated for life of customer - see products they have purchased and agreed to purchase

Scroll down to view invoice details directly from subscription record

Leverage configurable email template: preview email message and file attachment before sending

Starting at $35 USD per user per month Encore is enterprise-level renewals & subscriptions management built entirely on the Force.com platform. We offer a 10% discount to nonprofits. Please email to discuss your requirements, set-up cost, and annual contract price. info@kineticgrowth.com

Discounts available for nonprofits

Rating

(12)

Listed On

4/23/2012

Latest Release

4/10/2012

Renewals invoices subscriptions assets upgrades quotes billings management

◆ Renewals, subscriptions & upgrades manager##◆ Automatically email Invoices, Opportunities & Quotes##◆ Charge credit cards for recurring payments##◆ Track sales history & assets##◆ Up-sell, cross-sell & forecast##◆ Co-term orders & add-ons##◆ 100% native