360 Contract Billing In-Contract Actions Helps Netsertive Scale Their Subscription Managed Services

“360 Cloud Solutions’ Contract Billing product was built to be flexible – which has allowed our team to adjust configurations ourselves as our business grows to support our new use cases.”

Catherine Adamson, Systems Administrator, Netsertive

Client Success Story

Business Challenge

Netsertive had utilized a combination of manual activities such as memorized transactions, excel, and monthly imports to manage their contract change and recurring billing processes. They rapidly outgrew these as their customer base, their organization, and the volume of contract changes began to grow rapidly.
They needed a solution like 360 Cloud Solutions’ Contract Billing module to establish more scalable and auditable business processes in NetSuite to support their rapid growth.

Their most pressing need revolved around automation of contract changes or “In-Contract Actions” such as Upsells, Downsells, Price Changes, Add-ons, etc. In addition to In-Contract Actions, they also needed a way to unify their sales estimation and contracting process utilizing a web portal like the NetSuite Customer Center. They had been utilizing a mix of manual approaches such as paper/fax, email, and EchoSign to issue estimates and finalize contracts.

Solution Implemented & Client Benefits

By implementing 360CB In-Contact Actions plus Contract Invoicing and Payments, they were able to continue their rapid growth while utilizing the existing back-office team plus the automation in NetSuite. They also now have a master contract database for their client base which allows their Sales, Account Management, and Accounting teams to effectively manage these in one place as contract changes occur.

Netsertive also implemented 360CB on their Sales Opportunities and started leveraging NetSuite Customer Center for clients to approve Estimates and securely submit Payment information online. This allowed them to unify their legacy estimation and contracting approaches to make them more manageable for quickly processing Sales Orders – while also achieving PCI compliance for moving forward into their next business phase.

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Accomplishments

360 Contract Billing for NetSuite
Contract Change Automation
NetSuite Process Automation
NetSuite CRM+ Customer Center
PCI Compliance

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