We, at MonetizeNow, are on a mission to modernize the archaic quoting practices that still haunt B2B SaaS. We believe that to get there, we need to automate the mundane, elevate the experience, and provide the flexibility to enable your go-to-market ambitions.
This month, we're making several leaps towards this mission on all fronts:
Automation: Populating in seconds
- Copilot. Build a compliant quote in seconds through a guided, personalized, flow.
- Bulk Actions. Quote for multiple offerings at once.
Experience: Driving clarity and simplicity
- Guided Creation. Step simply through the components of a quote one at a time to avoid information overload and ensure nothing is forgotten.
- Customized Documents. Share just the upsell, the entire contract, or whatever details you feel are best to make the deal as easy as possible for your end-customer.
Flexibility: Creating new ways to bundle and price
- Optional Products. Create bundles that encourage add-ons and simplify your catalog.
- Flexible Start and End Dates for subscriptions.
For existing customers, all new features will be live in your MonetizeNow sandbox this week and will be graduating to production over the coming weeks. If you have any questions or require configuration support please reach out to your Account Manager.
⭐ AUTOMATION
Quoting can feel repetitive and overly cumbersome.
- Copilot is a fully customizable guided selling process that lets reps answer a handful of questions and get a fully constructed quote, in seconds.
- Further streamline the process by pre-populating responses with data directly from your CRM, or results from prior questions.
- Why RevOps loves it: Make compliance easy and automatic for your reps.
- Why Sales teams love it: Get from first click to in the customers hands faster.
- Expert tip: Enrich your account data with custom fields on customer segments to dynamically curate available bundles and rates through the experience for reps.
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Adding products one at a time is tedious.
- Bulk Actions enable reps to add multiple offerings at once to a quote, streamlining their quoting process.
- Why Sales teams love it: Get all necessary details into a quote fast and with ease.
- Why RevOps loves it: Bulk Actions immediately highlight when rates are missing in the product catalog.
⭐ EXPERIENCE
Quoting can feel overwhelming.
- The revamped Quote Creation experience naturally guides the sales user through the quote creation process, curating choices to maintain focus, and reducing overstimulation.
- Why Sales teams love it: A simpler, more focused process, with all the flexibility and rigor available when they need it.
Tooling should not inhibit how I present my deal to my end-customer.
- Put your best foot forward by presenting your customer a contract exactly the way you want.
- Simple pricing by abstracting to the bundle level.
- For amendments, only show what has changed vs. the entire relationship.
- Why your customers love it: A simple contract, built for them, with all the information they want, and nothing more.
⭐ FLEXIBILITY
Product bundles should be simple to sales teams and customers.
- Create bundles that encourage add-ons and simplify your catalog.
- Make products mandatory or optional in bundles to provide great flexibility on how deals are constructed, while still following best practices.
- Why RevOps loves it: Encourages upsells and makes reporting on attach rates much simpler.
- Expert tip: Combine with validation rules to create sophisticated bundling strategies, such as “at least one add-on must be included in the bundle”.
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Pre Agreements for growth should be easy to action.
- Create subscriptions that start and end whenever desired.
- Why sales teams love it: Allows for pre-planned expansion and delayed starts for subscriptions with implementation times.
📣 ANNOUNCEMENTS
Are You on Our Latest Salesforce or HubSpot Connector?
We continue to update our CRM connectors to increase reliability and enable access to new MonetizeNow features (e.g., CRM field mappings). Take a moment to check that you’re on the latest version.
- Salesforce: V0.40
- HubSpot: No need to check - updates automatically
Stripe Upgrade to Bank Transfers
Stripe is sunsetting their ACH Credit Transfer product in favor of Bank Transfers. In support of this we will be migrating Stripe ACH Credit Transfer customers over to the new Bank Transfer payment methods over the coming weeks. The MonetizeNow team will reach out to key individuals to manage the transition.
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