metering and rating, invoice presentment and payment, dunning and collections.  Learn the key features required for success with different pricing models ranging from transactional, one-time sales or recurring revenue models using subscription, usage-based, or percentage commission pricing models.  Consider the benefits of integrating with sales and CRM applications upstream as well as accounting and ERP systems downstream. Keys to a Successful Project: 

  • Business Case - Learn how to budget for the project and sell your CFO, CEO, and Board on the business benefits of making the change including quantifying the ROI of a new system.
  • Project Lifecycle - Understand the key phases of a successful billing project including the initial scoping and sizing, software selection and implementation, as well as final testing and user training.
  • Cross-Organizational Support - Devise strategies on how to secure participation from other key departments such as Sales Ops, Customer Success, Product Development, and Brand Marketing.
  • Customer Experience - Gain best practices for ensuring a positive transition while making enhancements to invoice layouts, payment processes, and self-service portals.