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!

Part 2: Launching and Supporting an Effective Telecom Resale Channel

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Whether you’re managing an established telecom resale channel and looking to sharpen your sword or if you’re just contemplating adding a partnership program to your business, we’re here to help. The channel landscape has changed drastically due to the rise of SaaS, cloud, IoT, and usage-based offerings. In addition, new types of partner relationships are emerging to complement any offering and any industry. Building, piloting, and managing a resale channel is more important than ever.

In the first part of our Telecom Resale Channel blog post series, we discussed 4 Factors for Launching a Successful Resale Channel.

In the prequel, we answered these questions:

  1. Why build a resale channel?
  2. How to validate the market to be sure an indirect model will be a well-received resale strategy?
  3. What is a partnership proposition and why do I need to do this?
  4. Is my company ready for a resale channel?

(If you haven’t read the post yet, I’d encourage you to read it before you’re too far into Part 2.)

Now that we’re all caught up, we’ll dive into steps 5-8 in Part 2: Launching and Supporting an Effective Telecom Resale Channel.

Here are the key steps you should take to launch a partner program and improve ongoing channel management:

5. Product messaging and readiness

What good is an indirect resale strategy if your partners cannot clearly and concisely explain your product and how it fits into part of a comprehensive solution? If they can’t effectively communicate the benefits and features, then they can’t effectively sell it.

For new and existing products that you’re offering, ensure your team has gathered relevant information and packaged this up for your future partners.

Key elements of this package include:

  • Clear product messaging and scripts
  • Awareness of existing and emerging markets (with data)
  • Easy accessibility of product information
  • Competitive analysis and pricing
  • Your onboarding and ongoing support strategy

6. selecting your curated list of strategic partners

Now that you have your ducks in a row to deliver partners with the tools for success, let’s take a breath before we open the strategic partner floodgates. A critical success factor for your telecom resale channel model is picking the right types of partners. When you select this group of partners, you’ll want to be sure to fully vet these companies.

Make sure the partner is aligned with your company’s:

  • Culture
  • Values
  • Service level agreements
  • Vision for future initiatives

If they pass all of these initial tests, they’re a winner! Now let’s build a program that not only attracts new partnerships but also rewards partners for working with you. Defining your channel model for that particular partner should include a deep understanding of their sales models, what matters most to them, and how they are funded. Understanding your partner’s business will help you structure a customized, business proposition that’s too good to turn down.

7. training & ongoing channel management

Once you’ve established the need and your organization’s readiness to support a channel and put the various tools in place to support your partnerships, it’s time to create a strategy for new partner onboarding and build the ongoing management plan.

Structured Enablement

There should be an organized onboarding program for each new partner. This should begin the moment the partnership is finalized until they’re fully proficient and bringing you regular business. Depending on the complexity of your offering, this enablement program could be a month, a quarter, or a year.

Keep track of their enablement progress through key metrics.

These could be:

  • Number of trainings completed
  • New referrals
  • Signed mutual clients
  • Implementing a lead gen program
  • Participating in a co-branded webinar

Lastly, let them know when they’ve “graduated” from the program!

Ongoing Management

Like any relationship, communication is key. Proactively communicate with your telecom resale channel and establishing a regular cadence of meetings, emails, newsletters, annual reviews, etc. This should be predictable so that partners understand when, how, and where to go for information.

Provide these partners with additional resources in a variety of formats like videos, collateral, and lunch and learns that can be easily consumed. Many vendors will consolidate and streamline partner management with a partner portal.

Look for a partner portal that has critical components, such as:

  • Information center / file sharing
  • Visibility into new orders / support
  • Automated commissions
  • Accessibility to view mutual client usage, history, and payments

If you’re thinking that a system like this would benefit your business, check out Rev.io’s Agent Portal. We’d love to set up some time to share how your business could benefit from our platform.

Once you have your partner program up and running, think about promoting your partners in your marketing initiatives. Rev.io supports partners by adding them to our Partner Marketplace (on our website), joining up or co-boothing at tradeshows, participating in co-branded webinars, and inviting them to sponsor our client events.

Lastly, make sure you and the partner have a mutual understand of each others’ preferred methodology of referrals (who should these go to, what info is needed, etc.) and diligently track referrals sent to / received from each partner.

8. measure the channel effectiveness

The channel landscape can add incredible value to your business. Even after your telecom resale program is in place, channel leaders should consistently learn and evolve to need the changing needs of their partners and their market. An often overlooked factor of success is measurement. Rev.io’s Agent Portal can help you measure, engage, and support your agent relationships. Once the partner marketplace is launched, take a proactive approach to measuring, monitoring, and supporting your partners. Now that you’re ready to tackle an indirect sales channel, be sure you’re ready to bill your customers for their usage-based and recurring revenue offerings. Or, if you’re not sure about billing, stay in touch. We’ll send tips and resources directly to your inbox to help you improve your business and billing strategies. Of if you’re interested in joining the Rev.io Partner Marketplace, check out our Become a Partner page. We’d love to hear from you!

 

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.

Rev.io Processes & Workflow Automation

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Rev.io Case Study – ATL Communications Automates Billing with Rev.io’s Consumption-Based Billing System

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Rest API Collateral

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14 Game-Changers That Simplify Local Number Porting

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Local Number Porting (LNP) is a complicated process with full of risk of human error, but vital to customer retention and support. ATL Communications has simplified the manual, mundane, and error-prone process of local number porting with PortingPro; a product that consolidates, automates, and streamlines the LNP process in a browser agnostic application. Coupled with a fully developed API, PortingPro disrupts the local porting world and places ATL firmly ahead of the competition.

PortingPro doesn’t just port numbers like any old SOA, though. ATL has re-written the book on what’s possible. Whether you’re looking for tools to increase productivity and empower your staff, to integrate your back-office environment, or just need helping hands during an unexpected surge in business or employee loss, ATL has you covered! Even if your business does not have a provisioning team or local number porting division, ATL has the means to provide a full hands-on administrative team to act as your outsourced LNP department. PortingPro is the long overdue product that businesses deserve, and ATL Communications is leading the way with a high-tech solution for an outdated and underserved local number porting procedure.

Game-Changing PortingPro Features:

  • Allow multiple logins from an intuitive browser interface, no more dongles or VPNs
  • Dashboard workflows that simplify the porting process while promoting a team environment
  • Purpose built checks and balances significantly reduce human error and bad data entries
  • Enable your team to work cohesively on multiple ports with user permissions and workflows that clearly identify the next step in the process on your dashboard
  • Allows cut and paste bulk port entries no matter which region the port is required in, no separations of regions per port required
  • Match the port work orders to your specific needs with PortingPro’s flexible work order naming convention
  • Allow multiple SPID administration from a single interface
  • Provide management with vital reports that help your team perform at its best and ensure your customers get their ports administered in the fastest possible timeframe
  • Prevent number slamming
  • Save your business significant time, resources, and money while boosting morale and customer satisfaction
  • Increase productivity by more than 25%
  • Decrease fallout by up to 60%
  • Enhanced API integration to your currently deployed back-office systems
  • Additional CSR/ LSR/ ICP solutions available

It seems simple enough, yet so many businesses, large and small, are still not taking proactive steps to improve efficiency when dealing with the essential functions of local number porting. By switching to PortingPro, you are joining the revolution to modernize, automate, and streamline these processes saving you time, money, and your sanity. Let ATL Communications guide your business into the new era of LNP. Schedule A Demo or Contact Us today for more information.

 

Leverage Rev.io’s New REST API & Streamline Usage-Based Billing

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What is the API? We’re glad you asked! Our API lets you interact with Rev.io’s usage-based billing platform and data without knowing how we store it or having access to our database.

usage-based billing system

As part of our commitment to keeping our Communications and IoT clients ahead of the competition, Rev.io is constantly developing new tools and features, with our new REST API the latest (and possibly largest) enhancement to our usage-based billing platform.

And, we didn’t create the REST API just for our clients and partners, but for ourselves too! We’re moving towards an API-first architecture, building Rev.io itself on top of our REST API. That means consistent behavior whether you’re using our web interface or making an API call, and you can count on us to keep the API up to date.

our passion for innovation keeps clients ahead

As telecom and fleet management service providers, streamlining internal processes and managing usage rating are crucial to your success. That’s why we’re focused on making it easy to integrate with Rev.io. Using our REST API, clients and partners can connect Rev.io directly to third-party systems, eliminating manual errors and saving you time.

Since we already have a SOAP API, you may be wondering why Rev.io spent the time and resources to build a brand new REST API. For us, the decision was simple.

Our REST API provides significant benefits over the SOAP API:

  • Standard HTTP methods – Well-known web methods like GET and POST mean you spend less time learning how to talk to our API.
  • More data formats – Supporting many data formats (including XML, plain text, HTML, and JSON) makes it easier for you to work with us.
  • Cache memory/ stateless client – We get to keep track of less data, and you get faster API access and easier recovery from errors.
  • Increased visibility & reliability – We’ll be making the same API calls you are, so we’ll see issues and make enhancements sooner.
  • Easy implementations – All these benefits make using our API faster and easier!

In addition to designing and building our REST API, we’ve also released our Developer Portal, a centralized place for REST API documentation, FAQs, and sample requests and responses, where you can make real API calls and get questions answered fast!

SHARE YOUR FEEDBACK & GET IN TOUCH

Already using the REST API? Clients can share feedback and suggestions using the Rev.io Ideas forum and the REST API Idea category. Your feedback helps us shape the future of Rev.io’s REST API and usage-based billing system. New to Rev.io’s REST API?  You can learn more by watching our Live Demo of Rev.io’s REST API & Developer Portal webinar or by reading our REST API information sheet.

Not a client or partner yet? Get in touch with us to learn more about our rating engine, usage-based billing, workflow processes, device inventory, and customer management platform! You’ll learn more about our telecom billing system and how we can help your business get to the next level. 

This blog post is the first of a two-part series about our REST API – subscribe to Rev.io to hear about future API enhancements.

 

Monetize Your IoT Offering

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5 Signs Your Business is Suffering From Revenue Leakage

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Could your business be losing money from revenue leakage? According to experts, the Communications industry saw estimated losses of $953 million due to revenue leakage. Don’t let your business suffer from this growing epidemic.Take a look at the following five signs of revenue leakage and see if any of these apply to your business.

1. lack of integrated usage-rating

Whether you’re charging a flat rate or billing for consumption, it’s imperative that you can view and manage customer usage in (near) real-time. A best-in-class billing platform automates usage-rating, giving you a pulse on your business and better visibility into your customers.

If you’re thinking about adopting a usage-based pricing model, take a look at our 4 Considerations for Consumption-Based Pricing blog post.   

2. spending time on manual processes

Communications and IoT service providers have experienced unprecedented growth rates in the last few years. The scalability of your business depends on the effectiveness of your internal processes. Whether you’re spending time calculating taxation, creating invoices, or managing payments, you’re losing hours that could be dedicated to growth.

Fortunately, a telecom billing or IoT monetization engine, like Rev.io, automates billing and improves customer service – so you can get back to building your business.

3. bill-run flexibility

Not all billing platforms are created equally. It’s important to know that the Billing-as-a-Service provider is evolving alongside your business. Before you trust any company with your revenue, ask yourself these questions:

  • Is your billing platform enhancing their software with +1,600 releases each year?
  • Can you make last minute changes on the spot, create ad-hoc bills, reverse charges, and run bill cycles on your own?
  • Does your billing system provide an open API to support new integrations?
  • Are there programs in place for ongoing training or unlimited access to support teams and resources?

If you answered “no” to any of these questions, your business may have outgrown your billing system.

Telecom Billing System

In 2017, Rev.io enhanced their usage-based billing platform with 1,845 new development releases.

4. Built-in and CUSTOMIZABLE REPORTING

Very few businesses can prosper without proper business intelligence. At a bare minimum, your billing platform should come with backed-in reports for managing un-billable calls, past-due balances, and at-risk customers. However, a growing company looking to stay lean, add new offerings, and beat their competition will also need advanced functionality, like Rev.io’s robust report builder.  

5. limited customer experience tools

Regardless of your industry, superior customer experience is the number one separating factor for top-notch brands. Look for a telecom billing or IoT monetization engine that helps you improve customer satisfaction and revenue retention. Rev.io’s integrated customer and agent portals reduce support hours, elevate user experience, and streamline internal operations.

Rev.io exists to help our clients grow revenue efficiently. With a consultative approach to providing IoT telecom billing solutions, we see your customers as our customers. As a leader in usage-based billing, Rev.io’s company values and mission drive our organization. Whether you’re a large, enterprise evaluating new billing systems or just starting out in the Communications and IoT space, Rev.io can help. Contact Rev.io to get in touch with our team of experts today to see what we can do for you.

Improving Process to Fuel Growth: How AutomatIon Can Transform Your Team.

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Rev.io Requests

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REST API Preview & Q&A

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Want Revenue Growth? Don’t Overlook This Critical Tactic

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As companies look to grow their business, they often invest resources into sales teams, new product offerings, and client success. While these are excellent tactics to incorporate into your overall strategy, focusing solely on these business drivers is a mistake. Without an engine generating demand, your investment will have little return.

Enter Marketing: Your Secret Weapon for Revenue Growth

When your goal is to grow revenue, you should invest resources into your marketing first. This often overlooked team can make a major impact on demand generation. The best part? There are many low-cost Marketing efforts – such as targeted email campaigns, fresh blog content, and SEO campaigns – that your team can leverage now to boost inbound leads.

Use Targeted Email Campaigns and Educational Content to Nurture Existing Leads

Whether you’re providing Wireless, Wireline, VoIP, data, or IoT services, it’s important to remember that your customers buy on their timeline, not yours. That being said, you don’t want prospects for your VOIP billing software going cold in the meantime. Your marketing investments will help keep these prospects warm and engaged, until they’re ready to evaluate your services.

One of the best way to nurture prospects in your database is through targeted email campaigns. No, this doesn’t mean blasting your potential customer list with tons of spam. Instead, share articles, one-pagers, and ebooks that would be of interest to your buyer. Leverage your valuable thought leadership as downloadable content to share with your prospect for free,.This will keep leads engaged, build trust, and helps your prospects improve their businesses. Lastly, if you haven’t already, consider a marketing automation tool to maximize your email efforts, allow for segmentation by lists, and track program performance. You don’t have to invest tons of money – there are several free versions out there!

Welcome Prospects with Strategic Blog Posts

What typically comes to mind when you think about marketing investments? Events, collateral, email programs, press releases, and website presence are among the most commonly used tactics. While blogging has gained traction in many industries, the communications space seems to be lagging behind, representing a huge opportunity for businesses to get ahead of their competition.

Before you begin a blogging strategy, make a list of top keywords. These words and phrases should be directly associated to your company or services. (Hint: consider how your target customers typically search for your product or services online). Before you start writing, remember the ultimate goal. Your blog posts should aim to invite your prospects in, build trust, and establish your business as an expert in the industry. If you are struggling to come up with strategic topics, brainstorm a list of common questions from clients and prospects then answer these questions in an in-depth (yet digestible) blog post.

Optimizing SEO through Social Media

Now that you have your downloadable thought leadership content, educational blog posts, and list of keywords in place, it’s time to make marketing investments in your social channels. It’s time to face the music – Twitter, LinkedIn, and Facebook are not just for millennials anymore. Companies that out-perform their competition are building their brand awareness through these mediums. Don’t think that social media outlets have a strong ROI? You’re wrong. These popular social media platforms can drastically boost your SEO. By linking Twitter, LinkedIn, and Facebook posts back to your website, you can improve your search engine ranking and ultimately drive revenue growth.

With 70% of sales happening before the prospect reaches out to your business, it’s more important than ever to be on the first page of their Google search. Social channels are a fantastic way to build your brand personality, attract new buyers to your website, and improve SEO.

Want more business growth tips? Sign up for our monthly newsletter to receive smart resources delivered, straight to your inbox.

Getting ROI from CCH SureTax and Rev.io

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Quote to Cash and Ecosystem Integrations Overview

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4 Tips to Save Time & Reduce Operating Expense

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Are back-end processes hindering your growth?

Outdated technologies and cumbersome workflows may have a bigger influence on your organization’s ROI thank you think.

One of the most expensive back-end mistakes? Wasting your employees’ time. According to a recent study, employees have become one of the biggest operating expenses for small and large businesses. With employee salaries and benefits significantly impacting your bottom line, investing in an efficient back office solution is in order. Whether you’re rolling out a new offering, launching new sales initiatives, or are simply tired of throwing people at your back-office problems, it’s time to evaluate new solutions.

Here are four tips to reduce operating costs and save time:

Invest In a One-Stop-Shop for your Back-Office Needs

Fragmented systems are plaguing your business. If you are using multiple applications to manage your operations, it’s time to think about a switching to a full, quote-to-cash solution. Rather than spreading your resources into silos, look for an all-in-one solution for generating quotes, activating new orders, billing, customer management, support, taxation, and reporting.

Utilize Integrations to Eliminate Manual Processes

We know your time is precious, that’s why we’ve built integrations that can help you save time on manual processes. For example, Rev.io’s electronic provisioning and Sync for the Broadworks product suite, gives mutual clients a unified customer experience and saves time. Our connected platforms simplify provisioning and activation so you can enjoy shorter time-to-market for new orders, avoid revenue leakage, and improve customer satisfaction. In addition, our NetXUsa integration makes the process even smoother! Watch how it works, here.

Take Advantage of a Self-Service Portal for Customers

Wouldn’t it be great if your customers had a way to view billing and usage details, make payments, submit trouble tickets, and view statement and payment history? We have good news for you! Our integrated, customer-facing portal gives Rev.io clients the technology to create a world-class user experience. The best part? The self-service portal will save your team time by reducing the number of support calls.

Manage your Agent Channel with Ease

Adopting an indirect sales team can be a huge revenue driver for your business. That being said, it can also create challenges for your billing and financial staff. Rev.io’s Agent Portal can help, offering commissions and account management from one, easy-to-use platform. Your agents will enjoy the visibility into customer details and your staff will thank you, too!

Interested to see how Rev.io’s all-in-one solution can help transform your back-office and, ultimately, your bottom line? Schedule a demo or contact Rev.io today.

Rev.io Testimonial: XtraCom

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Rev.io Testimonial: Spectrotel

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Rev.io Testimonial: Beyond Wireless

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