Your customer org charts are complex. Often more complex than a simple one-to-many relationship. Sell into multiple subsidiaries of a company, business units across geographies, or even multiple departments in the organization, without losing sight of the big picture. Map customer relationships into nested tiers of Parents and Children. View the entire account as one unit, and drill in to manage individual details
Structure Customer, Subscription and Payment Relationships with Account Hierarchy
Organize your subscriptions with account hierarchies. Model entire customer org charts into logical parent-child relationships and set billing preferences within them.
Accounts with Hierarchies
Organize customer accounts across departments, locations, and subsidiaries.
Assign payer and payee responsibilities in the customer org.
Consolidate billing schedules for the entire customer org into one calendar.
Report and manage the account’s key revenue metrics in one holistic view.
Model Hierarchical Organization Maps
Define Customer Relationships
Across Multiple Tiers
Define “who to bill” and “who to invoice”
Delegate Payment Responsibilities
and Roll-up Invoices
Sometimes you need to bill the department head. Sometimes procurement prefers to pick the tab directly. Roll up invoices for multiple ‘children’ into one ‘parent’ invoice, or directly invoice the children. Configure any combination of who to bill, and whom to invoice anywhere in the hierarchy. And give customers the ability to pay for and view all subscriptions, including those of child accounts.
Consolidate Renewals Across The Account
Solve The Renewal
Date Conundrum
Your customers would rather have all their users and departments renew at the same date than juggle with multiple billing cycles for each department (oh, the expense tracking woes!). Unify renewal dates across child accounts so parents can receive a single consolidated invoice on a specific date. Makes payments easier for them, and reconciliation easier for your finance team!
Set the Right Action for the Right User
Set up Customized Access & Actions
Within the Customer Org
Not everybody needs the same amount of access to subscriptions, invoices and emails. Set up alerts and notify billing owners or child accounts about payment and invoice notifications based on access levels deemed appropriate. Provide permission based access for child accounts to view invoices, subscriptions, payment status and more.
Report on Growth and Retention Across the Account
It’s Not Just How You Bill,
It’s about How You Report
When you view customers within the same account individually, it’s easy to miss the forest for the trees. Get collated reports that help you view the company as one account contributing to your MRR and expansion before drilling into subsidiaries, departments, and individuals in it.