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Back to Getting Started Guides for CRM.COM

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Are you in the Pay TV Business? You have come to the right place. All you need to do is read this Getting Started Guide to find out how you can quickly set up CRM.COM to support your Subscription business following a Prepaid Billing model. CRM.COM provides an overall solution for managing your Subscriptions and supports two different Billing Models. 

  • Prepaid Billing: Customers must pay in advance for Services they want to subscribe to.

  • Normal BillingSubscriptions: Customers are billed before or after they start using Services they have bought or are subscribed to, or for Physical Goods they have bought. The period for which subscribers are billed depends on their contract and is usually monthly, quarterly, biannual or annual.
     

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Before you start with Subscription configurations, view Getting Started with CRM.COM to complete the basic System configurations regardless of your line of business. Additional Guides on Pricing, OTT, Rewards and using the System can be found in the related Getting Started User Guides.

What you need to get started

In this Getting Started Guide you will find out about discover the following modules which are required for Setting up and supporting Subscriptions business supporting the Subscriptions business model:

  • Products
    Set up all the Products your company provides its customers, whether these are Services or hardware.
  • Inventory Management
    Set up the Warehouses where the hardware resides and a stock balance is kept, and import all the traceable goods (such as cards and decoders) provided to customers.
  • Price Plans
    Set up your Price Catalogs, and add the rates for all the Products to be sold to customers.
  • Subscriptions
    Set up your business Subscription rules and restrictions.
  • Billing
    Set up your business Billing rules and restrictions.
  • Provisioning Provider
    Set up the Provisioning Provider that represents the Conditional Access System or Video Platform you cooperate with, responsible for handling the streaming of signals to subscriber devices.
  • Contact Information
    Set up Contact Information, used for defining the rules for managing Contact Information, required when registering subscribers.

  • Accounts Receivable
    Set up Accounts Receivable, used for defining the rules for managing Accounts Receivable, required when registering subscribers.

  • Wallets
    Set up Wallets, used for defining rules for managing Wallets, required for creating Prepaid Subscriptions.
  • Vouchers
    Set up Vouchers, used as a cross-module Payment type, that can be used for Wallet Top Ups (The module is optional).
  • Financial Transactions
    Set up Financial Transactions, used when billing subscriber's Accounts.
Tip

We have divided each module's configuration tasks into two Classifications: Fast Track and Complete Configuration.

  • Fast Track:  To set up CRM.COM with the necessary basic functionality to get started, configure the sub-modules that are marked by the Fast Track Iconicon.
  • Complete Configuration: To get the most out of CRM.COM configure all the sub-modules; , marked by the Fast Track and Complete Configuration icons.

Configuration Type determines whether the module is found under an "Application" or "Configuration" Section.

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products
products
Setting up Products

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subscriptions
subscriptions
Setting up Billing & Subscriptions

Include Page
Prepaid Billing & Subscriptions Getting Started
Prepaid Billing & Subscriptions Getting Started

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provisioning
provisioning
Setting up Provisioning Provider

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accountsreceivable
accountsreceivable
Setting up Accounts Receivable

Include Page
vamanualv4manual:Accounts Receivable Getting Startedvamanual
v4manual:Accounts Receivable Getting Started
  

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financialtransactions
financialtransactions
Setting up Financial Transactions

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v4manual:Finanacial Financial Transactions Getting Startedv4manual:Finanacial
Financial Transactions Getting Started

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Sub-moduleTypeClassificationNavigationDig In
Vouchers TypesConfiguration

CONFIGURATIONFINANCE APPLICATIONVOUCHERSSET UP TYPESConfiguring Voucher TypesVouchers
Vouchers DefinitionConfiguration

CONFIGURATIONFINANCE APPLICATIONVOUCHERSSET UP BUSINESS DEFINITIONSConfiguring Voucher DefinitionsVouchers
Generate VouchersApplicationFINANCEVOUCHERSMANAGE VOUCHER LOTS
Generating Vouchers


Step 1: Setting up Voucher Types
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vouchertypes
vouchertypes

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  • Default Payment Type: The Payment Type that Vouchers of this Type will default to. 
  • Value Option: Defines if the value should be Fixed, as defined in the Voucher type, or Variable, as defined during the creation of the Vouchers. 
  • Value: The value that will be provided by Vouchers of that Type.
    • Mandatory on Conditions: Applicable and mandatory only if the value option is set to 'Fixed'.
  • Secret Number Length: Determine the length of the generated Secret Number.
  • Default Payment Type: The Payment Type that Vouchers of this Type will default to. 
  • Supported Products: A list of Products (Services or Physical Goods) and/or Products Types that each Voucher Type can be redeemed for.  Each Voucher supported Product is associated to with either a Product or a Product Type.
  • Allowed Organisational Units: The organisational units that can use the Voucher Type when creating new Vouchers.

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Let's see how you can quickly set up the System to start using Vouchers.

Tip

No configuration is necessary for the modules, sections and attributes not mentioned below.


Voucher Types

Company ZX needs to create 100 Vouchers of €50 with one-year validity that can be used on Products A and B exclusively.

NameValueExtra Added ValueSecret Number LengthSupported ProductsAllowed Organisational Units
Premium Services5007
  • Product A
  • Product B
None

 

Voucher Definition

Restricted States Per Voucher Process
  • Export Process - Accepted for Activation

 

Create LOT

Voucher TypeNumber of VouchersValidity settings
Premium Services100
  • Effective from: 01/09/2014
  • Effective to: 01/09/2015

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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. 
Find links to manuals related to Prepaid Subscriptions below.

Selecting the right Provisioning Provider for your Business

Refer to View Provisioning and select the Provisioning provider you are already working with or are planning to work with.

Managing Contact Information

View Managing Contact Information and start working with Contact Information required for creating an Accounts Receivable.

Managing Accounts Receivable

View Managing Accounts Receivable and start working with Accounts Receivable required for creating Subscriptions.

Managing Wallets

View Managing Wallets and start working with Wallets required for funding Prepaid based Subscriptions.

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Executing Prepaid Billing Runs

View Managing Prepaid Billing Runs to set up and execute Billing as required.

Managing Vouchers

View Managing Vouchers and start working with Vouchers that can be used to add money to the subscriber's Wallet.

Managing Financial Transactions 

View Managing Financial Transactions and start working with Financial Transactions to debit and credit the subscriber's account.

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Click on the links below for a complete description of the available Web APIs