Back to Getting Started Guides for CRM.COM
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In order to Set up Pricing, all you need to do is go through this Getting Started Guide to find out all the powerful features of the CRM.COM Pricing modules which are used to define normal price rates, discounts (added automatically or on agent's discretion) or provide subscribers with the possibility to be billed for a Service in advance in exchange for a discount or for their convenience.
The Getting Started with Pricing Guide gives you an overview of all CRM.COM Pricing modules. For a CRM.COM model with basic functionality, only Price Plans and Usage Service Catalogs (if billing of Usage (OTT) Services is required) must be set up.
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- Price Plans
Set up your Price Catalogs and add the rates for all the Products to be sold to customers. - Usage Service Catalog
Set up your Usage Service Catalogs and add all the Usage Services (Pay Per View (PPV) events and Video on Demand (VOD) events), along with the pricing and airtime for each. - Additive Discounts
Set up Discounts that can be applied either automatically or by the user on a Subscription or Job. - Buy in Advance
Set up Buy in Advance, to allow customers to be billed for a period longer than that of their normally contracted billing frequency, in exchange for a discount or for their convenience.
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We have divided each module's configuration tasks into two Classifications: Fast Track and Complete Configuration.
Configuration Type determines whether the module is found under an Application or Configuration Section. |
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Let's see how you can quickly set up Additive Discounts. We have provided specific scenarios/requirements for each Additive Discount Definition example.
Business Requirement Company ZX requires agents to have access to a selection of Discounts to offer customers with serious complaints. These Discounts should be monitored, i.e. confirmed by the Customer Centre Supervisor before being applied to the Bill of the customer. The Discounts should not exceed €20.00 per month, and they should only be offered to customers up to 3 times a year. Additionally, the Discount should only apply to the customer's Main Service and not to any additional services they are provided. The Discount should only be available until 31/12/2015 as the business reconsiders and revises its business rules on a yearly basis.
Business Requirement Company ZX would like to offer the first of 12 months for free to subscribers that have the Platinum Package on their Subscription and agree to change from a monthly billing frequency to an annual one. The Discount should be applicable for subscribers in as well as out of binding.
Business Requirement Customers are charged an Installation Service fee on all new installations. These can take up to two working weeks, but sometimes technicians are unable to perform them on time. Customers can call, make a formal complaint and are eligible for a 50% Discount on the Installation Service fee. These Discounts should be monitored, i.e. confirmed by the Customer Centre Supervisor before being applied to the Bill of the customer. The Discount should only be available until 31/12/2015, as the business reconsiders and revises its business rules on a yearly basis. Agents should be able to add this Discount to the customers before billing them for the jobs.
Business Requirement Customers are charged an Installation Service fee on all new installations. These can take up to two working weeks, but sometimes technicians are unable to perform them on time. Customers can call, make a formal complaint and are eligible for a €20 Discount on the Installation Service fee. The Discount should be applied on the Job automatically, given that the conditions are met.
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To start using Buy in Advance configure the System to support your business model. In the following table, you can find the configuration modules related to Buy in Advance.
| Sub-module | Type | Classification | Navigation | Dig In |
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| Buy in Advance Definitions | Configuration | CONFIGURATION BILLING APPLICATIONBUY IN ADVANCESET UP BUSINESS DEFINITIONS | /wiki/spaces/WIP/pages/10008418 | |
| Additive Discount | Application | BILLINGADDITIVE DISCOUNTSSET UP BUSINESS DEFINITIONS |
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First, you will need to configure the Buy in Advance Definition, which is a set of business rules used to control the behaviour of Buy in Advance throughout their whole life cycle. Via the definition, you can define the length Advance Requests throughout their Life Cycle. Buy In Advance Definitions are used to determine the duration for which Buy in In Advance requests Requests can be submitted , while having the option to define conditions conditions can be defined for each allowed defined period. Only one active Buy in Advance definition Only one 'Active' Buy in Advance Definition can exist at any given time , and , if no active Buy in Advance definition exists, then if none is present, then no Buy in Advance request Request can be created.
Start by creating your a Buy in Advance definition.
- Allowed Duration: This is a range of time for during which a Buy In Advance Request may be created.
Subscription Types: Define Subscription types per Allowed Types for each 'Allowed' duration which will be used as a conditionconditions. For example, you may want to define a specific Buy in Advance period to only be available to specific Subscription typesTypes.
You can define multiple periods (range of time), and this can be overlapping however in this scenario make sure that you have defined Multiple and overlapping periods can be defined as long as different Subscription Types are defined for each allowed 'Allowed' period.
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The Discounted price provided to customers that request a Buy in Advance, can be configured via Additive Discounts.
Create Auto Apply Subscription Discounts setting and set the Buy in Advance period in the criteria. Follow the information provided in in the Auto Apply Additive Discounts section above.
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To make sure , to you always provide a Discount on a Buy in Advance request Request, configure the Additive Discount Definition to be Auto-Applied. |
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Let's see how you can quickly set up the system System to start using the Buy in Advance module for your Pricing business. We have provided specific scenarios/requirements for the Buy In Advance sample setup
Company ZX as part of its Winback strategy offers 3 offers three months free to customers willing to be billed for a whole year up front, as part of its Winback strategy. The offer is only available to customers that are subscribed to Subscription Type: Gold.
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Having set up CRM.COM based on your business requirements, you are ready to experience the capabilities of the System. View our Application Manuals area, which includes manuals dedicated to each submodule , and discover the functionality of each CRM.COM Module designed to help you complete your business transactions, or just check out remain in this section to find out how learn to work with the Pricing Modules explained in this Getting Started Guide.
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- Navigate to Jobs and create a new Job.
- Go to Job Information tab and select a Job Type Type .
- Once the Job type is selected, you will be required proceed to select a Billing Term Scheme.
- Once you select a Billing Term Scheme you will be required to select a Price Plan.
The system System will make available all Base Price Plans added in the 'Allowed' Price Plans of the Billing Term Scheme and any Conditional Price Plans that their whose conditions are met. - Select the Price Plan you would like to bill the Job from.
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- Navigate to Jobs and search for an incomplete Job.
- From the Data Entry screen click on ACTIONS > AMEND JOB TERM.
The system System will make available all Base Price Plans added in the 'Allowed' Price Plans of the Billing Term Scheme and any Conditional Price Plans that their whose conditions are met. - Select the Price Plan you want to apply apply.
Adding a Price Plan on a Subscription
You are now ready to start using the Price Plans you created and add them to a Subscription.
- Navigate to Subscription and create a new Subscription
- Go to the Subscription Terms tab and select a Subscription Type Type.
- Once the Subscription Type is selected you will be required proceed to select a Billing Term Scheme.
- Once you select a Billing Term Scheme you will be required to select a Price Plan.
The system System will make available all Base Price Plans added in the 'Allowed' Price Plans of the Billing Term Scheme and any Conditional Price Plans that their whose conditions are met.
Select the Price Plan you would like to bill the Subscription from.
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CRM.COM allows you to change the Price Plans you have added on a Subscription, given that is is not already billed.
- Navigate to Subscription and search for a Subscription Subscription.
- From the Data Entry screen Preview & Action Panel click on AMEND BILLING TERMS found under Subscription Related Actions.
The system System will make available all Base Price Plans added in the 'Allowed' Price Plans of the Billing Term Scheme and any Conditional Price Plans that their whose conditions are met. - Select the Price Plan you want to apply.
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Using Usage Service Catalogs
Usage Service Catalogs hold contain all the Usage Services allowed available to be ordered by Subscribers. Once set up in the System, they can be ordered and added to Subscriptions.
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Usage Services can be ordered and added to 'Effective' Subscriptions which Subscriptions already have having an 'Effective' termed Termed Service, on with which , the Usage Services will be relatedassociated. To add Services to the Subscription you must use the "Add Service Usage" action Action is used which is available in the Action Panel of the Subscription Data Entry page. The action Action allows you to select make a selection from the available Usage Services defined in one of the active 'Active' Usage Service Catalogs.
The available Usage Services are first filtered based on any conditions that are set in the Usage Service Catalogs and then based on , as well as the Validity date of the Catalog which is compared to the date that the Usage Service addition is Services are scheduled to be executed which is compared against their Validity defined in the Usage Service Catalogs. added.
Usage Services are submitted and related to a Termed Subscription Service. Therefore the selection of a Termed Subscription Service is mandatory along with the as well as of a UDR Type. Additional information that will be used for the creation of the UDR such as usage method, device, source system, usage amount, source category and destination category, can be defined herein this section.
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Managing Additive Discounts
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You are now ready to start adding Ad Hoc Discounts to Jobs.
- Navigate to Jobs and search for an incomplete Job.
- From the Data Entry screen click on ACTIONS > PROVIDE AD HOC DISCOUNT.
The system System will make available all Ad Hoc Discount Definitions that can be selected for the Job based on the conditions set. - Select a Discount Definition and provide any additional information required before submitting the Discount.
Adding an Ad Hoc Discount on a Subscription
You are now ready to start adding Ad Hoc Discount to Subscriptions.
- Navigate to Subscription and search for a Subscription a Subscription.
- From the Data Entry screen Preview & Action Panel click on PROVIDE AD HOC DISCOUNT found found under Subscription Related Actions.
The system System will make available all Ad Hoc Discount Definitions that can be selected for the Job based on the conditions set. - Select a Discount Definition and provide any additional information required before submitting the Discount.
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Managing Buy in Advance
| Module | Navigation | Dig In |
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| Subscriptions | BILLINGSUBSCRIPTIONSMANAGE SUBSCRIPTIONS |
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You are now ready to start applying Buy in Advance requests Requests on SubscriptionSubscriptions
- Navigate to Subscription and to Subscriptions and search for a Subscription a Subscription.
- From the Data Entry screen Preview & Action Panel click on SUBMIT BUY IN ADVANCE REQUEST found under Subscription Related Actions
- Provide the duration for which the customer would like to be pre-billed and submit the requestRequest.
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Integrating with CRM.COM
Are you a web developer? Are you interested in integrating with CRM.COM?
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