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Case Study

1-800Accountant

One billing process template does not fit them all

Each company has its own unique set (or sets) of rules, exceptions and complexities. From the start of this relationship, we knew it was going to expand our own processes, build our strengths and grow the services that we provide our customers.

The relationship with 1-800Accountant arrived like a big puzzle. They had many billing scenarios, multiple brands with different payment gateways, and a requirement to be integrated with Salesforce — along with many other small and large needs. Their team is made of heavy Salesforce users with sales reps that use a complex, custom-built Salesforce pricing calculator to price and bundle packages for their sales. Their old billing system - Zuora - was expensive and clunky. It didn't fit their growing business and they needed custom solutions that could be tailored to fit 1-800Accountant and all of its brands.

Challenge

1-800Accountant had multiform requirements on their search for new software. They needed a flexible platform specifically created for their needs, not something "off the shelf." Their team required a mix of many different subscriptions, products, prices and use cases for billing. They needed to be able to apply multiple payments into one line item and they needed to be able to have control over large and small scale invoices.

“(The requirements ...) Sound really simple but when you get into the complexity, they become really difficult. But this has allowed us to see how much revenue we generate... these are the questions we are now able to answer.” Ryan Teeples, CTO of 1-800Accountant

During the implementation process, as with many customers, new use-cases arose and the ChargeOver software needed to expand. The ChargeOver team custom configured their dashboard to meet the needs and to support the 1-800Accountant team. The custom coded features allowed for our customer to see new analytics and reports that they were not able to see prior.

Solution

ChargeOver has a tight integration that allows customers to integrate their workflow with Salesforce. By having this built in collaboration it allows customers, like 1-800Accountant, to have the flexibility to manage their reporting and analytics without needing to start over or re-sync all of the previously collected data.

“Our technical specialist Keith was not only great on the technical side, but also very good on the business side. He understood what we were trying to accomplish and helped us devise a technology solution for it. Not just in ChargeOver, but in Salesforce where the data ultimately resides” Ryan Teeples, CTO of 1-800Accountant

1-800Accountant also keeps their multiple brands organized by using their own branding across all client facing assets. ChargeOver allows their customers to use their own branding on invoices, emails, billing addresses and more for a more cohesive customer experience.

Results

A few highlights below!

Customers, invoices, subscriptions, payments, credits, refunds, and more, all sync from ChargeOver, to Salesforce so that they can report on things in Salesforce.

Some custom code created for 1-800Accountant includes the code to transfer data from Salesforce to ChargeOver, which ChargeOver uses to build and present a quote. This allows the sales reps to choose to send the quote in ChargeOver out to the lead so they can accept the quote and pay, or they can take payment info over the phone and confirm the quote/take card data over the phone on behalf of the customer.

ChargeOver masters juggling multiple payment gateways for one customer! In this case: First Data, Authorize.net and NMI.

See all of the payment gateways that ChargeOver works with.

For more information about our work with 1-800Accountant schedule a time to talk to our customer support to learn more!

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