FAQs

1) Which SAAS metrics reporting is made available for detailed revenue analysis?

Subscription and Recurring Billing Management provides detailed reports of important SAAS metrics such as MRR, AAR, ARPU, CLTV, Customer Churn Rate, Subscriber Churn Rate, Total active subscribers and Credit Notes for in-depth revenue analysis.

2) Is there a limit in managing huge number of subscriptions?

No, there is no such limit. With its support for multiple plans, add-ons and multiple pricing models, Subscription and Recurring Billing Management enables users to easily manage vast scale of subscriptions.

3) Customers upgrade/downgrade their subscriptions frequently. Will this adversely affect the billing cycle?

The frequent changes in subscriptions will not affect the billing cycle or create any complications in calculating subscription charges. The ‘Proration’ feature of Subscription and Recurring Billing Management ensures smooth billing cycle and easily adjusts the billing amount as per the upgrade/downgrade requirements put forth by the customers.

4) The tax rates are different for different regions and different products. Is it possible to keep track of all these different tax rates and maintain accuracy in tax calculations?

Yes, it is quite easy to keep track of all different regional taxes with Subscription and Recurring Billing Management. With its integration to AvaTax by Avalara and automation of tax calculations, there is no need to worry about different regional tax rates and tax accuracy.

5) What if you see all the processes of 'Subscription and Recurring Billing Management' in 'Draft/Deactivated' state after importing the solution from the website?

Once the solution is imported, please follow the below steps to activate all the processes of Subscription and Recurring Billing Management.

• Navigate to Advanced Settings --> Settings --> Process Center --> Processes.

• Under 'All Processes' view, activate the processes as shown below:

6) How to identify the number of users in my CRM that will be considered for licensing?

Step 1: Log in to CRM and open the Sales Hub App

Step 2: Click on the Advance Find Option present in the right top corner (shown below)

Step 3: In the search bar, search for “User” keyword. Select the User entity and click on the Continue button

Step 4: Once clicked, a side panel will show up containing default conditions. Clear the condition by selecting “Delete all Filters” and apply the below conditions in the filter section as shown below

a. Status Equal Enabled

b. Access mode Equal Read-Write

c. Restricted Access Mode Equal No

d. Primary Email address Does not Equal [e-mail]

Step 5: Add a new related entity condition, where you will find the Security Role option under the Many to many sections as shown below

Step 6: By default, contains data Operator will be selected which will retrieve only those users who have a security role assigned.

Delete the related entity field condition as shown in the screenshot below and then click on the Apply button to provide you with the list of respective users.

For further queries, reach out to us at [e-mail]