Gestion des comptes
Gestion des comptes
Build Long-Term Customer Relationships with a 360° Customer View
BillingPlatform equips you with essential tools to manage customer relationships and deliver a frictionless customer experience. Gain a unified view of key customer information, supporting n-tier account hierarchies, complex contract management and partner settlements to ensure account health.
Additionally, our self-service customer portal empowers your customers to quickly see invoices, review outstanding balances, make payments and more, enhancing overall satisfaction and efficiency
Compétences clés
Account Overview
Get a complete view of your customer accounts and activities
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Hiérarchies de comptes
Model complex account hierarchies to support consolidated invoicing
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Contract Management
Manage contract rates and terms and set rules to automate future changes
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Partner Settlements
Streamline partner management with automated revenue allocation
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Customer Self-Service Portal
Give customers the power to help themselves with a self-service portal
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“Otava is committed to creating an environment for our customers’ success, and BillingPlatform supports our ability to provide the options our customers need. The platform’s cloud-scale, no code configurability, integrations and ability to support our complex billing requirements align with our approach and will ultimately support our growth.”
Austin Cook, Otava
VP Finance and Controller
« Notre partenariat avec BillingPlatform nous offre une solution configurable qui s'intègre dans notre écosystème plus large de cycle de vie des revenus afin de nous aider à répondre à nos besoins complexes en matière de facturation, dans un premier temps pour nos services de trésorerie et nos activités de financement commercial. BillingPlatform fera partie intégrante de notre transformation visant à rationaliser l'expérience client. »
Jill Jensen, J.P. Morgan Technologies de paiement
Directeur général
« Nous avons choisi BillingPlatform car il s'agit d'une solution d'entreprise capable de répondre de manière transparente et efficace à nos divers besoins en matière de facturation. Les fonctionnalités de BillingPlatform, notamment sa capacité à différer les revenus grâce à la comptabilisation automatisée des revenus et à son évolutivité, favorisent l'efficacité opérationnelle, ce qui nous permet de nous concentrer sur la fourniture de nouvelles solutions à l'ensemble de notre clientèle. »
Brian Herb, CCC Intelligent Solutions
Directeur financier
« Nous sommes impatients de collaborer avec BillingPlatform afin d'étendre notre portée à encore plus d'entreprises et de fournir à nos clients communs la meilleure technologie de facturation et de paiement qui soit. »
Andrew Gilboy, GoCardless
Directeur général, Amérique du Nord
Account Overview
Robust and Flexible Functionality to Empower Account Managers, Enabling Them to Effectively Oversee Accounts and Deliver Exceptional Customer Service
With comprehensive account details and real-time customer activity insights, your team has immediate access to data that aids in identifying aging accounts, tracking payment trends, reviewing payment history, adjusting billing terms and more. This ensures they can consistently deliver an outstanding customer experience.
Hiérarchies de comptes
Empowering Account Management with Flexible Functionality for Exceptional Customer Service
BillingPlatform provides powerful account hierarchy capabilities tailored for managing complex enterprise structures. Enjoy complete flexibility in defining hierarchies, setting default rates and managing the entire rating process. Easily integrate smaller business units as sub-accounts under larger parent companies.
Additionally, you can define default rates and manage diverse rating scenarios for sub-accounts. Effortlessly configure wholesale and retail rates for end customers, independently managing retail rates regardless of the charging method.
Contract Management
Streamlined Contract Management with Flexible Rates, Multi-Currency Support and Automated Invoicing
Enjoy flexible contract management capabilities for effortless handling of contract rates and payment terms. Easily set customer-specific pricing, define rules and categorize rate classes by currency within a unified system that manages billing, invoicing and payments.
Manage multiple contracts and terms within accounts, including the ability to apply multiple currencies within the same contract. Streamline invoicing with consolidated invoices based on configurable rules.
Ensure compliance with future contract terms by scheduling rate changes in advance, preventing missed deadlines and unmet terms.
Partner Settlements
Simplify Enterprise Partnership Calculations with Automated Settlements
We recognize partnerships as vital strategies for enterprise growth, facilitating market expansion and revenue diversification.
BillingPlatform simplifies this process by automating partner settlements through precise tracking of transaction details and calculating revenue shares based on predefined agreements.
Customer Self-Service Portal
Customer Self-Service Portal
Empower customers with convenient 24/7 access to view account information, invoices and make payments from any computer, tablet or mobile device. Customize the portal at the user level to offer a personalized experience, enhancing customer satisfaction and engagement.