مسئلہ
Frank’s role as CRO: Frank Felice joined Sisu as the CRO to streamline revenue for the company. They started selling their app from the app store, deploying it using Apple, and Android’s payment processing function. Soon, the team realized that they needed to roll out Sisu as a full-fledged platform to expand their customer acquisition channel. The other reason to launch as a platform was to save up nearly 30% of their revenue that went to Apple or Android as fees.
تشخیص کے معیار: Part of the decision to launch as a complete platform was to roll out Salesforce, because it was a scalable product that promised growth right from their early stages. Frank’s experience in all his previous organizations in building the sales and marketing functions and setting up processes and workflows in place involved him setting up Salesforce. So, integrating Salesforce to Sisu was a no-brainer that would pave their way to growth.
Apart from the need for a solid Salesforce integration, they needed the ability to offer trials, being a pure SaaS product.
Problem with other solutions:
پٹی: They began with Stripe. But they ran into developer dependencies when they tried to set up the sophisticated nuances of subscriptions: price variations, email configurations, let alone a good Salesforce integration. In Frank’s words, “We certainly didn’t have the capacity to build out everything we needed to do strictly with the Stripe building blocks. They call it building blocks, but really you’ve got to be a developer.”
QuickBooks + Docusign: Next they tried Quickbooks for recurring billing, in conjunction with Salesforce’s integration with DocuSign for contracts. They would send out a PDF to a customer who would sign it, and fill in their credit card details in the PDF which would be masked. And that information would be stored in Quickbooks in a secure and compliant manner. Frank expressed his frustration, “that’s just not how a SaaS company really should work.”
Salesforce Quote-to-Cash: After that, they looked at Salesforce Quote-to-Cash. But this solution was not equipped to handle subscription use cases such as allowing trials.
Chargify: Next they went for a third-party billing tool — Chargify that would handle a lot of their subscription use cases. “But Chargify was not going to meet our business requirements and was really quite limited in, (i) in its functionality, and (ii) in its integration with Salesforce”, Frank observed.
Even though they went live with Chargify, they decided to migrate their subscriptions to Chargebee.
حل
What set Chargebee apart from the other solutions out there for Sisu was its
-
Deep Salesforce integration
-
لچکدار قیمتوں کا تعین
-
Constantly evolving product roadmap
-
آسان سیٹ اپ اور ترتیب
-
Positive testimonials about the product and consultative support capabilities
For Sisu, just like Salesforce, Chargebee was an integral part of their tech stack from day one (even before they launched).
Since Sisu’s customer base mainly includes residential real estate teams and real estate brokers, they prefer going through the traditional sales cycle. That involves knowing the pricing upfront before evaluating the product. Sisu gated their pricing- They would capture a few details in a form, offer custom pricing based on the prospect’s details, and then send a link to a 7-day free trial. They would then capture this information in Salesforce and give their prospects a product demo. After the demo, a trial would be set up in Chargebee.
The Salesforce and Chargebee integration was the ultimate deal for Frank. The product line items including the discounts and coupons come from Chargebee because the sales team at Sisu doesn’t go into Chargebee to view these details. “Our sales team uses Salesforce as their system of truth, and their commission reporting comes out of Salesforce. So, the accuracy between the two has to be spot on, because that’s where they’re getting all their information from,” وہ کہتے ہیں.
In their pursuit to build Sisu with minimal developer dependency, they decided to have a robust integration ecosystem. Sisu’s comprehensive SaaS tech stack runs a large part of the business and customer experience.
And Salesforce was always going to be a foundational part of their product and tech stack. The ability to accurately map and sync information between Chargebee and Salesforce was a game changer for Sisu.
Apart from Chargebee’s integration with Salesforce, Sisu also found the overall integration ecosystem very useful — including Intercom, Zapier, Refersion, and Slack.
پے اوف
The biggest impacts Sisu sees with the integration are:
-
عمل میں بہتری: Once the commission system was set in place, the team moved from having to manually enter and manage commissions to the sales team from Google Sheets to Geckoboard’s dashboard.
-
Time-saved: Automating the commission calculation came down to less than an hour as opposed to half a day.
-
استعمال میں آسانی: Nobody needs to be a developer. The CFO manages the accounts receivables right from Chargebee, while Frank uses Chargebee to set up payment collections and pricing variations.
-
Transparent Sales Reporting: Sisu uses Geckoboard for data visualization of their sales reports. The data for that comes from Salesforce, which in turn receives the revenue and payment information from Chargebee. Here are some of the ways they use Chargebee + Salesforce + Geckoboard
-
Sales Commissions Goals and Tracking: For the sales team at Sisu, the commission data is calculated using the payment data from Chargebee. This data also includes the discount issued. This data then flows into Salesforce. The sales team gets complete visibility into their commission goals and achievements right from Salesforce.
-
Sales Plan Forecast and Performance: The Sales Manager at Sisu gets a 360-degree view into the performance against their sales plan with key metrics and KPIs flowing from Salesforce into Geckoboard. Chargebee sends MRR data into Salesforce such as Average MRR contract size, total MRR per month, how much MRR is still on trial, etc., and this data is subsequently fed into Geckoboard.
-
Comprehensive integrations into their tech stack:
Faster Onboarding with Slack Notifications: Sisu offers a concierge service to enable easy onboarding of customers. So, every time a prospect signs up for a trial subscription on their website, the team gets notified on Slack and they immediately set up the provisioning for the prospect.
Contextual Conversation with Intercom: Chargebee’s integration with Intercom gives their sales, support, and success teams the right amount of context while talking to prospects and customers — so they can segment their audience and send specific messages, or escalate issues based on subscription, plan, and payment details.
Easy affiliate management with Refersion: After noticing that a lot of leads were coming in through referrals, the team decided to start an affiliate program. The best part? They were able to set up an affiliate program using Chargebee and Refersion within a day. The integration enables affiliates to distribute and track coupon codes, and unique referral links to bring in leads to Sisu.
-
RevenueStory vs Geckoboard: Sisu uses RevenueStory to track everything related to their accounts receivables — payments that need to be reconciled, churn and retention cohorts, revenue metrics, etc. Geckoboard on the other hand is used for data visualization across different teams to track overall performance.
Chargebee does a really good job of identifying leads into the Salesforce system. It automatically converts the lead into an account, the contact for the account, and creates the opportunity as well. The trial account and the product line items from Chargebee, are already a part of the opportunity Because my salespeople use Salesforce, and their commission reporting is coming out of Salesforce.
Frank Felice, Chief Revenue Officer, Sisu
- SEO سے چلنے والا مواد اور PR کی تقسیم۔ آج ہی بڑھا دیں۔
- پلیٹو بلاک چین۔ Web3 Metaverse Intelligence. علم میں اضافہ۔ یہاں تک رسائی حاصل کریں۔
- ایڈریین ایشلے کے ساتھ مستقبل کا نقشہ بنانا۔ یہاں تک رسائی حاصل کریں۔
- ماخذ: https://www.chargebee.com/customers/sisu/
- : ہے
- : ہے
- $UP
- 1
- 360 ڈگری
- a
- کی صلاحیت
- قابلیت
- ہمارے بارے میں
- اکاؤنٹ
- اکاؤنٹس
- درستگی
- درست طریقے سے
- کامیابیوں
- حصول
- کے پار
- جوڑتا ہے
- ملحق
- الحاق پروگرام
- ملحقہ
- کے بعد
- کے خلاف
- تمام
- اجازت دے رہا ہے
- اکیلے
- پہلے ہی
- ہمیشہ
- رقم
- اور
- لوڈ، اتارنا Android
- علاوہ
- اپلی کیشن
- اپلی کیشن سٹور
- ایپل
- کیا
- AS
- At
- سامعین
- خود کار طریقے سے
- اوسط
- بیس
- کی بنیاد پر
- BE
- کیونکہ
- اس سے پہلے
- شروع ہوا
- کیا جا رہا ہے
- BEST
- کے درمیان
- سب سے بڑا
- بلنگ
- بلاکس
- لانے
- بروکرز
- تعمیر
- عمارت
- تعمیر
- کاروبار
- حساب
- فون
- کر سکتے ہیں
- اہلیت
- قبضہ
- کارڈ
- مقدمات
- یقینی طور پر
- سی ایف او
- مبدل
- چینل
- چارجبی
- چیف
- مجموعے
- کس طرح
- آنے والے
- کمیشن
- کمیشن
- کمپنی کے
- مکمل
- شکایت
- وسیع
- رابطہ کریں
- سیاق و سباق
- کنٹریکٹ
- معاہدے
- بات چیت
- کوپن
- پیدا
- کریڈٹ
- کریڈٹ کارڈ
- معیار
- CRO
- اپنی مرضی کے
- گاہک
- گاہک کا تجربہ
- گاہکوں
- سائیکل
- ڈیش بورڈ
- اعداد و شمار
- اعداد و شمار کی تصور
- دن
- نمٹنے کے
- فیصلہ کیا
- فیصلہ
- ڈیمو
- انحصار
- تعینات
- تفصیلات
- ڈیولپر
- مختلف
- ڈسکاؤنٹ
- چھوٹ
- تقسیم کرو
- DocuSign
- نہیں کرتا
- نیچے
- ابتدائی
- ماحول
- ہنر
- ای میل
- کو چالو کرنے کے
- کے قابل بناتا ہے
- انجن
- درج
- لیس
- اسٹیٹ
- وغیرہ
- کا جائزہ لینے
- بھی
- ہر کوئی
- سب کچھ
- تیار ہوتا ہے
- توسیع
- تجربہ
- اظہار
- فیڈ
- فیس
- چند
- بھرنے
- بہہ رہا ہے
- بہنا
- کے لئے
- پیشن گوئی
- فارم
- ملا
- مفت
- مفت جانچ
- سے
- مکمل
- تقریب
- فعالیت
- افعال
- کھیل ہی کھیل میں
- کھیل مبدل
- متفق
- حاصل کرنے
- دے دو
- فراہم کرتا ہے
- Go
- اہداف
- جا
- اچھا
- بہت اعلی
- گوگل
- ترقی
- نصف
- ہاتھ
- ہینڈل
- ہے
- ہونے
- he
- یہاں
- کس طرح
- HTTPS
- i
- کی نشاندہی
- فوری طور پر
- اثرات
- بہتری
- in
- شامل ہیں
- سمیت
- معلومات
- اٹوٹ
- انضمام کرنا
- انضمام
- انضمام
- ملوث
- جاری
- مسائل
- IT
- اشیاء
- میں
- ایوب
- شامل ہو گئے
- کلیدی
- جاننا
- بڑے
- شروع
- شروع
- قیادت
- لیڈز
- کی طرح
- لمیٹڈ
- لائن
- LINK
- لنکس
- رہتے ہیں
- دیکھا
- بہت
- انتظام
- انتظام
- مینیجر
- انتظام کرتا ہے
- انداز
- دستی طور پر
- نقشہ
- مارکیٹنگ
- سے ملو
- پیغامات
- پیمائش کا معیار
- منتقلی
- کم سے کم
- مہینہ
- تقریبا
- ضرورت ہے
- ضرورت
- ضروریات
- اگلے
- اطلاعات
- of
- پیش کرتے ہیں
- تجویز
- افسر
- on
- جہاز
- ایک
- مواقع
- مخالفت کی
- تنظیمیں
- دیگر
- ہمارے
- مجموعی طور پر
- حصہ
- ادائیگی
- ادائیگی کی پروسیسنگ
- ادائیگی
- کارکردگی
- مقام
- منصوبہ
- پلیٹ فارم
- پلاٹا
- افلاطون ڈیٹا انٹیلی جنس
- پلیٹو ڈیٹا
- کو ترجیح دیتے ہیں
- پچھلا
- قیمت
- قیمتوں کا تعین
- عمل
- پروسیسنگ
- مصنوعات
- پروگرام
- وعدہ
- امکان
- امکانات
- کوئک بوکس
- RE
- اصلی
- رئیل اسٹیٹ
- احساس ہوا
- وجہ
- موصول
- بار بار چلنے والی
- ریفرل
- حوالہ جات
- متعلقہ
- رپورٹ
- رپورٹیں
- ضروریات
- رہائشی
- برقراری
- آمدنی
- مضبوط
- کردار
- لپیٹنا
- s
- ساس
- فروخت
- سیلز اور مارکیٹنگ
- فروختforce
- سیلز لوگ
- محفوظ کریں
- توسیع پذیر
- محفوظ بنانے
- دیکھتا
- حصے
- فروخت
- سروس
- مقرر
- قائم کرنے
- سیٹ اپ
- ہونا چاہئے
- سائن ان کریں
- نشانیاں
- سائز
- سست
- So
- ٹھوس
- حل
- حل
- کچھ
- اسی طرح
- بہتر
- مخصوص
- کمرشل
- ڈھیر لگانا
- مراحل
- شروع کریں
- شروع
- ابھی تک
- ذخیرہ
- ذخیرہ
- کارگر
- پٹی
- سبسکرائب
- ممبرشپ
- بعد میں
- کامیابی
- اس طرح
- حمایت
- کے نظام
- بات کر
- ٹیم
- ٹیموں
- ٹیک
- کہ
- ۔
- ان
- یہ
- تیسری پارٹی
- کے ذریعے
- وقت
- کرنے کے لئے
- کے آلے
- کل
- ٹریک
- ٹریکنگ
- روایتی
- مقدمے کی سماعت
- ٹرائلز
- حقیقت
- ٹرن
- حتمی
- منفرد
- استعمال کی شرائط
- استعمال کیا جاتا ہے
- Ve
- لنک
- کی نمائش
- تصور
- vs
- راستہ..
- طریقوں
- ویب سائٹ
- اچھا ہے
- جس
- جبکہ
- ڈبلیو
- ساتھ
- کے اندر
- الفاظ
- کام
- کام کے بہاؤ
- گا
- زیفیرنیٹ