Order To Billing
Cementing the post-sale relationship, our tool ensures subscriber longevity by supporting diverse pricing, turning the initial transaction into a reliable ongoing revenue stream.
Discover O2B, a Salesforce-native solution designed for comprehensive quoting, subscription management, billing, usage tracking, and collections management. With a focus on reducing revenue loss, O2B empowers businesses to strengthen financial operations and manage collections effectively. Designed for revenue optimization, O2B enables seamless monetization of innovative ideas and modernizes financial management.
"Enhances subscriber retention by offering various pricing options, transforming initial sales into a consistent revenue stream."
If you can dream it, O2B can monetize it.
Capabilities
Financial Powerhouse
Everything you need to manage the complete billing lifecycle.
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Advanced Billing Capabilities
Manage recurring, one-time, and subscription billing with ease. O2B allows for dynamic billing cycles (monthly, quarterly, annually) and automated invoice generation based on predefined conditions.
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Complete Pricing Model Designer
Support various pricing structures: Flat, Tiered, Volume, Tiered Flat, and Volume Tier, enabling customization to meet diverse customer needs and maximize revenue.
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Dunning and Collection Management
Utilize Dunning Rules to send automated reminders for overdue invoices. The Collection Batch feature collects unpaid invoices, ensuring timely follow-up with customers. Track Aging to better improve valuation.
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Customizable Invoicing
Generate thousands of customized invoices at once. Options include adjustments for credit notes, payment disputes, and tax considerations, all customizable to fit business needs.
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Credit and Advance Payment Management
Manage customer advance payments and credit notes efficiently, allowing users to track remaining balances and apply extra payments towards future purchases seamlessly.
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PCI Payment Processing
As a fully PCI compliant solution, Streamline payment processing with automated credit card and ACH payment facilities. Set up recurring payments that reduce manual effort and improve cash flow.
Improve price management and reduce revenue loss.
A Salesforce-native billing system revolutionizes financial management by integrating essential features such as quoting, advanced price modeling, dunning, and collections management. This robust platform streamlines the billing process while enhancing accuracy and efficiency. With sophisticated usage tracking capabilities, businesses can monitor customer interactions and tailor billing cycles accordingly. Additionally, the system allows for the design of complete subscription cycles, automating adjustments based on time, usage, and volume. This automation not only reduces manual tasks but also ensures seamless transitions that enhance customer satisfaction, ultimately driving revenue growth and reducing revenue loss through effective collections management.
Get Started with O2B
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