ChikPea for SaaS
GROW AND REACT FASTER THAN YOUR COMPETITORS
Create virtually any sales model you wish in a few clicks.
O2B's Unified Item Catalog enables you to create any sales model; From One-off or Recurring models to more complex Volume or Tier based selling. Allow more sales options by combining any items in your catalog with O2B item Bundle/Package function.
Select the most suitable sales model among the organized Pricebooks in the blink of an eye
Items can be allocated to designated Pricebooks allowing for better organization and control of which sales models are available for each determined customer type, location vertical, etc...
Create dedicated billing model's for your Big Deals simpler and faster
Create a one of a kind billing model intended for a specific customer with O2B Account Based Pricing. It has proven to enable users a much simpler and faster method of negotiating big deals.
One quote for all
Manage your client’s organization across subsidiaries, departments, and locations in a Hierarchical Relationship. Send out just one quote for all related accounts and disseminate each quote line into multiple orders after e-signed.
Easy Hierarchical Relationship setup
The Parent-Child Billing function of O2B allows you to designate Invoice “Roll-Ups” within existing Account relationships and bill groups.
One-off / Recurring billing and Payments Collection
Send out bills automatically along with Line Item Invoice control to prevent delinquent payments. ChikPea supports different payment methods, from cash to online payments.
Automated dunning campaign
Set up a comprehensive dunning campaign (emails, calls, suspension schedule) with ChikPea dunning engine to systematically remind your customers.
Respond and satisfy every customer's change request quicker
Change a relationship/contract on the go, without running through error-prone and time consuming manual processes with O2B's powerful Subscription Management functionality. Auto-calculate subscription change on upgrades/downgrade, Suspensions/ Cancellations, Prorations, and Co-terminus
Provisioning your sales strategies with highly configurable report dashboard
Customize your dashboard to show revenue by accounts, locations, products, etc. Other essential data to foresee future growth to make competitive business strategies and identify hidden problems to make timely responses.
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O2B is the first 100% Force.com native Subscription Management, billing system. If you can dream it, O2B can monetize it. No other system offers more.