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Automate Tasks to Simplify Workflows with Rev.io on Zapier

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Rev.io’s commitment to help service providers stay lean and grow revenue efficiently has greatly influenced our approach to integration options throughout 2018 and into 2019. We’re always looking for new ways to enhance our usage-rating and billing system. That is why we are extremely excited to announce our public launch on the Zapier platform. Zapier is a tool that allows you to automate tasks and save time by connecting apps you use every day. Using Zapier’s extensive platform, you can connect Rev.io to 1,000+ apps with the click of a button!

Now, you can save time and automate processes by using Zapier to connect Rev.io with 1,000+ apps.

What’s a Zap And How Do I Use It?

To automate workflows, you set up “Zaps” on Zapier’s platform that connect Rev.io with another available app, like Salesforce or ConnectWise Manage. A Zap is simply a series of steps that are configured to automate processes like adding a contact to a Customer Account in Rev.io when a contact is added to that Customer Account in Salesforce. You can also configure multi-step Zaps that allow you to link multiple apps together. Our app comes with pre-configured templates for “plug and play” ease of use!

What can I do with Rev.io’s Zaps?

What Does Rev.io’s App Do Today?

Today, Rev.io’s app will offer 4 Triggers, 1 Search, and 2 Actions. Triggers, Searches, and Actions (TSAs) are Zapier’s terms for the work the platform performs. From the Zapier Terminology guide, “A Trigger is the event that starts a Zap… An Action is an event a Zap performs…” and search is a search performed inside the Rev.io app. We’re expecting to expand Rev.io’s list of Zaps throughout this year, but you can always access the most updated list of TSAs on the Rev.io app.

Currently, Rev.io’s Zapier app will offer:

Triggers

  • New Customer
  • Request Status Changed
  • New Payment
  • Customer Profile Updated

Search(es)

  • Find Customer

Actions

  • Add Note to Customer
  • Add Contact to Customer

Where Can I Learn More About Zapier And Rev.io’s Zaps?

If you need more help with a Zap, take a look at our on-demand webinar recording, or check out the multitude of Zapier related resources:

You can get started today by logging into Rev.io and navigating to the user menu in the top right where you will see our newly embedded Zapier Widget or going straight to Zapier’s website to setup a Zap! That’s right, you can access our Zapier Widget directly from Rev.io’s usage-rating and billing system.

Access Zapier through Rev.io’s usage-rating and billing system.

Ready to get started? Check out our on-demand webinar recording for a tour of Rev.io’s zaps and functionality. Not a client or partner yet? Get in touch with us to learn more about Rev.io’s usage-rating and billing engine with integrated customer management, tax calculation, workflow processes, device inventory, custom quoting!

Top Considerations for Adopting Usage-Based Pricing, Rating, & Billing

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Billing a customer based on how much they use might sound simple, but there are many complexities to usage-based pricing. Before adopting a rating engine and billing system, many service providers rely on pulling data from monitored systems into spreadsheets, reformat the data, and then load the customer usage data into a billing system once (or sometimes more) per billing cycle. This manual and tedious approach to creating end-customer invoices may work for low volume businesses, but as you scale your business, the billing process can slow you down exponentially.

Before we consider usage and rating, let’s cover the basics:

1. What is usage?

Usage is the ability to bill a customer for what they have used over a given period. Customers pay for what they use based on the service usage which could take the form of commission, discounts, licenses, messages sent, GB, MB, bandwidth, etc.

2. What is rating?

Rating is the charge or price for a particular event.

3. What is rating usage?

Rating usage is a process of converting the quantity of service during a period of time into monetary value for a customer. For example, the price of a 10 minutes call is $4 at the rate of $0.40 per minute. Usage metering framework tracks the use of any unit type and calculates the charges for the end-customer’s invoice.

When it comes to rating usage and usage-based pricing, there are several business impacts to consider before going “all-in.”

Here are a few things to consider:

  • Usage data collection – Think about how you’re going to gather the customer’s usage data and strategies for parsing it out by customer. Often this can be done with unique identifiers for each customer.
  • Pricing – With pricing, you have lots of options to choose from, including standard, tiered, flat-rate, volume-tiered, pay-as-you-go, and many more. Ensure scalability by selecting a billing system that can accommodate complex pricing models.
  • Multi-location customers – Consider ways that usage could be pulled across multi-location accounts and divided into different groups, based on your end-customer’s needs.

When the threshold for usage is crossed, overage charges or payments can apply mid-billing cycle. In order to accurately bill customers, use a flexible billing system that automates processes for calculating bills and generating invoices.

There are five stages of the usage lifecycle:

1. Acquisition – This is the process of acquiring usage data from the various source systems.

2. Transformation – Reformat the data for further processing.

3. Pricing/ Rating – Using your selected pricing models, this is how you monetize your offering.

4. Pooling – Usage data is pooled across resellers, company departments, or other attributed that impact the charged price.

5. Thresholding – Customer satisfaction is more important than ever. Will they be alerted when their usage crosses certain limits?

At Rev.io, our telecom billing platform will help you monetize and grow your billing business by managing offers, financial processes and customer accounts. For more information on usage and rating, please read our ATL Communications Automates Consumption-Based Billing post where we discuss a case study. If you want to know how to leverage our new REST API, please read our REST API Integration for Usage-Based Billing post. Reach out to us using our Contact Us form and let us help you grow your subscription business.

Embracing Transparency with Status.Rev.io

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Rev.io has partnered with Statuspage.io to embrace transparency during downtimes and more effectively communicate with our clients. Here at Rev.io, we’re very proud of our 99.99% uptime. But when incidents do occur, we want our clients to be the first to know!

Status.rev.io is our new incident communication tool that clients can use to check the status of our billing platform in real-time. We believe in proactive support, so clients who subscribe via email and/ or SMS will receive important alerts, like status changes, as well as a post-mortem update and an explanation of what occurred. We’ll even provide the steps we will take to mitigate future issues.

This modern platform is yet another addition to our suite of client services, but clients must opt in to take full advantage. In a recent Q & A with Matthew Robison, VP of Client Success, he provided insight into the importance of this tool and why you should opt in!

Q: Why is this tool important?

A: Status.rev.io provides clients with more transparency when there is an issue in the platform. It gives clients real-time updates on the status of Rev.io’s billing platform. From Rev.io Enterprise Portal to Agent Portal, your customers and agents rely on Rev.io! We take our responsibility seriously and want to provide the best set of tools that help you understand how your business is being impacted by downtime incidents and upcoming maintenance.

Q: How often are these metrics updated?

A: If there are any issues, the display statuses of independent functions will update in real-time. In addition, Rev.io employees will use the incident log to communicate the latest changes until the issue is resolved.

Q: How does this help clients?

A: Using Atlassian’s Status Page platform gives clients more transparency when they are having issues with our software and it also allows our clients to know if other Rev.io users are experiencing similar problems. We want to be as honest and upfront as possible with our clients.

Q: Do other companies provide this level of detail?

A: Some do, some don’t. Every company has varying levels of comfort with what they share. Here at Rev.io, we would prefer to overshare which is consistent with our value of Transparent Leadership. It’s each company’s choice to decide how to manage their operation and how they’d like to provide their services. Rev.io strives to provide extraordinary service to clients. This is just one example of how Rev.io’s Client Success Team goes above and beyond!

Q: Why did we create it?

A: One of our core values at Rev.io is Transparent Leadership.  If for some reason Rev.io is experiencing issues by our own fault or for other reasons, our ultimate responsibility is to serve our customers. This platform shows clients what’s happening in the platform in real-time and gives us versatility on how we communicate these issues (via text, email, RSS feed, etc.).

Q: Why should I opt in?

A: So you can be in the know! When you opt in, you can choose how you’d like to be notified if Rev.io experiences any platform downtime. With a 99.99% uptime, platform issues are rare, but being transparent offers our clients 24/7 peace of mind and assurance, knowing that our trusted staff is working quickly and effectively to resolve any issue.

Here’s a recent example of a real incident that many clients experienced on status.rev.io that includes a postmortem explaining what happened afterward. For more information, or to see how Rev.io can help you with our telecom billing platform, contact Rev.io today!

Rev.io Maintains Highest Level of Security Standards by Deprecating Support for TLS Protocol Versions 1.0 and 1.1

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Rev.io clients use HTTPS to securely connect with Rev.io’s IoT and telecommunications billing system, API, Agent Portal, and Customer Portal (or BillCenter).

We use the Transport Layer Security (TLS) protocol to encrypt these connections. To ensure the security of our systems, and maintain our compliance with the PCI Data Security Standard (PCI DSS) for safeguarding payment data, Rev.io is updating its product suite to require a minimum of version 1.2 of TLS for all HTTPS connections.

Support for TLS versions 1.0 and 1.1 is being deprecated on June 14, 2018.

As a result, anyone attempting to connect to Rev.io products using unsupported browser versions will be unable to do so.

To continue using Rev.io products, you will need to upgrade to a more modern browser with support for TLS 1.2 or later. For applications integrating with Rev.io products, all HTTPS and API connections will require a minimum connection strength of TLS 1.2 or later.

To help our clients and end-users prepare for this change, we’ve come up with some FAQs and we’re excited to share these with you here!

1. what does this mean?

Rev.io will stop accepting TLS based HTTPS connections made using TLS versions 1.0 and 1.1 beginning June 14, 2018. As a result, clients and applications attempting to connect with older versions of TLS will not be able to establish a secure connection and will be unable to access Rev.io products.

After deprecation, Rev.io will no longer address bugs and minor issues specific to connections supporting TLS versions 1.0 and 1.1. We will continue to resolve any major breakage in functionality until the deprecation date. After deprecation, Rev.io will also no longer provide support for connections supporting TLS versions 1.0 and 1.1.

After the deprecation date, if you are connecting using TLS versions 1.0 and 1.1, you will fail to establish a connection and will be unable to access Rev.io products.

2. which rev.io products will be impacted?

This change applies to Rev.io’s IoT and telecommunications billing system, API, Agent Portal, and Customer Portal (or BillCenter).

3. why is rev.io removing this?

The PCI Council has mandated that support for version 1.0 of the TLS cryptographic standard should be deprecated by June 30, 2018 for companies to stay compliant with the PCI Data Security Standard (PCI DSS).

Rev.io’s mission is to keep clients ahead of their competition and grow revenue efficiently. As part of this promise, we’re maintaining the latest security standards for our usage-rating and telecommunications billing system with this TLS change.

4. am i affected?

All Rev.io products are impacted by this change, including Rev.io’s IoT and telecommunications billing system, API, Agent Portal, and Customer Portal (or BillCenter).

Additional information about specific products is below:

Rev.io’s IoT & Telecommunications Billing Platform

  • Your Rev.io site (clidentcode.rev.io) will no longer be accessible from any browser or device that does not support TLS 1.2 or higher after the cutoff date. This means you will not be able to access your full suite of Rev.io functionality including billing, ticketing, and/ or reporting.

API

  • For applications integrating with Rev.io, all API connections will require a minimum connection strength of TLS 1.2 or later. If your API connection is not updated to meet this minimum security standard, the connection will not succeed and your application will not be able to connect to Rev.io.

Agent Portal

  • After the cutoff date, your Agent Portal site (clientcode.agentclick.com) will no longer be accessible from any browser or device that does not support TLS 1.2 or higher. This means that your agents will not be able to access any Agent Portal functionality if their browser or device does not meet the minimum security requirements.
  • We recommend reaching out to your Agents directly to communicate this change as well as posting a news item or alert to the Agent Portal from your Rev.io site. If you need assistance completing this, please feel free to contact our Client Success Team!

Customer Portal (or BillCenter)

  • After the cutoff date, your Customer Portal site (clientcode.billcenter.net) will no longer be accessible from any browser or device that does not support TLS 1.2 or higher. This means that your customers will not be able to access any Customer Portal functionality if their browser or device does not meet the minimum security requirements.
  • We recommend you reach out to your Customers directly to communicate this change as well as posting a news item or alert to the Customer Portal from your Rev.io site. If you need assistance completing this, please feel free to contact our Client Success Team!

5. What do I need to do?

For you: be sure that you are running on a modern browser, such as Internet Explorer 11, Mozilla Firefox 27, Google Chrome 30, or Apple Safari 7 or newer. If you are not using one of these browser versions or newer, you will need to update to at least one of these versions.

For your agents: be sure that they are running on a modern browser, such as Internet Explorer 11, Mozilla Firefox 27, Google Chrome 30, or Apple Safari 7 or newer. If any of your agents are not using one of these browser versions or newer, they will need to update to at least one of these versions.

For your customers: know that they will be able unable to connect to Rev.io if they are using older browsers. To continue to use the products, they will need to be using a modern browser, such as Internet Explorer 11, Mozilla Firefox 27, Google Chrome 30, or Apple Safari 7 or newer. Mobile versions of Rev.io products will also fail to connect securely on Android OS version 4.1 and below, or the Android Browser on Android 4.4.4 and below. Customers with iOS devices prior to iOS 5.1 will also be unable to connect to Rev.io securely after the deprecation date. Customers should update the version of mobile operating systems to gain support for TLS 1.2 or use a more modern browser with support for TLS 1.2.

6. what browsers can i use?

The minimum browser versions include browsers such as Internet Explorer 11, Mozilla Firefox 27, Google Chrome 30 or Apple Safari 7. iOS 5.1 and Android 5 Lollipop or later will be required to connect to the mobile web versions of the products.

7. What happens if I don’t migrate before the removal date?

You will be unable to securely access the Rev.io products beginning June 14, 2018.

8. WHO SHOULD I CONTACT IF I NEED HELP OR HAVE QUESTIONS?

For more information about Rev.io or if you have specific questions about how this change will impact our IoT and telecommunications billing system, please contact our Client Success Team!

How To Develop The Next Generation of Leaders – A Q&A With Rev.io’s Operational Leadership Team

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Rev.io challenges the status quo. Through the years, we’ve done this by following our mission – to be the best billing and back-office software company in the world by providing innovative solutions and extraordinary service to our clients and end-users – and embodying our ACT TOP values.

Rev.io Billing system

At Rev.io, we’re committed to helping clients grow. For the last three years, our clients, aided by our billing system, have grown by more than double the industry average. To keep clients ahead of the changing market, we’re constantly evolving our platform and company.

In order to maintain excellent customer service, we’ve expanded our team each year. As our team grows, so does our commitment to our core values. Two years ago, our company established the Operational Leadership Team “OLT” – a group of Rev.io’s rising leaders – to strengthen our ACT TOP culture, collaborate cross-functionally to overcome challenges, and drive and execute strategic initiatives.

Rev.io

For any modern company, investing in the next generation of leaders is an investment in your company’s future. With a new year approaching, now is the perfect time to develop a plan for preparing and coaching your company’s rising individuals.

Here’s our “How To Develop Your Next Generation of Leaders” Q&A with Rev.io’s OLT:

1. How did the Senior leadership team (“SLT”) choose the individuals on the OLT?

“That’s a good question. I think they saw individuals on each team that showed leadership potential and could help create a stronger culture in the company. It was definitely important to choose a diverse set of individuals – we each bring a different set of strengths and weaknesses to the group.” – Seth Adkins

“Originally OLT members were chosen by the SLT, but that process has evolved since the group was created. In order to define what the OLT goals are and drive our focus, we’ve created a team expectations document. Expectations of each team member include embodying our ACT TOP values, having a positive attitude, demonstrating leadership qualities, and showing a desire to take on additional responsibilities. It’s important that we keep the group cross-functional, so we look for new team members that meet the OLT expectations and someone that can provide a new viewpoint or perspective.” – Olivia Sekerak

2. were you at all hesitant about joining the olt?

“I wasn’t at all because I’m looking for opportunities to grow and become a better leader. I knew it would be a lot more work and responsibility, but I was excited about taking on that challenge.” – Ryan Koontz

“No, not at all. I knew it would be a natural next step for where I wanted to go career-wise. Being on the OLT has given me additional responsibilities and requires us to work through challenges, but it’s been a welcome change and I think we’ve risen to the occasion.” – Mark Holloway

3. tell me a little bit about the disc assessment – did it have an impact on the team or helped you interact with other olt members?

“The DISC assessment helps identify how you work – it’s almost a work personality test. For me, it’s provided context when working with others, made it easier to address conflict and find better ways to collaborate with OLT members. Knowing my DISC profile and the profiles of other OLT members has made me more aware of my natural reactions and those of others, too.” – Catherine Johnson

“It really helped me understand my natural tendencies and also how I can work better with others.” – Leslie Ingram

4. how has being on the olt helped you grow in your career and as a leader at rev.io?

“Being in Sales, has helped me find ways to make a difference across the whole organization, rather than just being focused on bringing in new revenue. I have really enjoyed being involved in the initiatives and strategic goals for the company – I like helping drive Rev.io’s direction.” – Ryan Koontz

“I would say that it’s helped me reach out to other departments and be more involved with the company as a whole (and not just the Platform Team). It’s also given me a chance to understand the business better and learn more about our clients and their needs.” – Seth Adkins

5. In your eyes, what are the top 2 biggest accomplishments that the olt has played a role in over the last 2 years?

“Rebranding!!!  The other item is that I think we became a voice for all employees.  We all have strong relationships with different team members and through these relationships, we have a good idea of what goes on day to day.  When something creeps up, it doesn’t have to grow into a problem.  We know what’s going on and we can address any concerns or needs or make sure they get escalated when we cannot control or change a situation.” – Leslie Ingram

“One is the rebranding initiative. Rebranding a company is always a hard thing to do and we definitely had a big part in driving that change – both with clients and our team internally. The other one is something that we continue to do as an OLT team; we bring to light successes and challenges within the company and convey those to the SLT.” – Seth Adkins

6. do you think being on the olt gives you a greater sense of ownership or has made you more loyal to the company?

“Both. I feel more connected with the company than ever. I am very passionate about the company’s success and constantly find new ways to make a difference. I want people who come in and interview to be excited about working here – to see the culture, platform itself, and internal processes. We’re growing like crazy so we’re constantly trying to stay ahead of ourselves.” – Ryan Koontz

“Our company is super transparent – even outside of OLT – but it’s helped me build relationships with people in other departments. The OLT has also become a sounding board for me. When I’m dealing with an escalation or specific concern, I’ll bring it to the group and it’s great hearing different viewpoints on the issues we discuss.” – Mark Holloway

7. tell our readers about the training or coaching you’ve received while on the olt.

The leadership and management training is one of the biggest benefits of being on the OLT. Our executives have brought in a team of outside leadership consultants to meet with us about once a quarter – it’s been a great opportunity for me to learn more about my personality type, the key characteristics of a successful team, and best tactics for resolving conflict and tackling challenges together. Beyond the leadership training, we’ve also participated in management training – I’m using these management principles almost daily now with my [marketing] team. And, lastly (but certainly not least), we’re also almost a trusted group of advisors for the SLT. The OLT acts as a liaison between the SLT and the company – that accessibility to our executives gives me more insight into the company, and that is definitely something I didn’t have before joining the OLT.– Olivia Sekerak

“The DISC assessment was fantastic.  Also working the the 5 Dysfunctions of a Team as a group and meeting regularly with a consultant to discuss the findings for our team.  We are working through each item in the book and completing exercises to strengthen our team.” – Leslie Ingram

8. is there anything else that you’d like to share with other companies that are interested in developing their next generation of leaders?

“One area where Rev.io excels is in empowering younger team members. I think it’s really important to remember that age and experience aren’t necessarily a factor in leadership. People can demonstrate leadership principles at any stage of their career. I think it’s crucial for companies to NOT discount the ideas of younger employees, especially those looking to grow their team.” – Catherine Johnson

“You don’t have to be a leader to lead at Rev.io. One thing Rev.io does extremely well is empowering their employees. The natural leaders seem to organically take on more responsibility and eventually we all became “Team Leads.” I’ve worked in other companies where this mentality wasn’t present and I applaud Rev.io for building an environment that encourages young leaders.” – Mark Holloway

“I think it is essential to growing the next level of leaders and management in your organization. You are forced to handle difficult situations, work in a setting of peers outside of your functional area and build relationships with those team members to create a stronger organization. You learn how to share successes and challenges and work together to address those challenges. It creates a level of trusted team members that have relationships throughout the organization. You will have the pulse of the organization with this conduit in place.” – Leslie Ingram


If you’re a communications service provider interested in our telecommunications billing software or an IoT company looking for an IoT billing engine, contact Rev.io today – we’d love to show you a guided tour of our solutions.  We’re helping service providers, like you, save time, reduce billing errors, and grow revenue fast.

Or, if you’re on the hunt for a new job opportunity and would like to join a leading B2B software company, you’ve come to the right place! Rev.io invests time and money into developing the future of the organization. Take a look at our culture page to learn more about the benefits of working here!

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