Onboard in minutes
We recommend onboarding in your sandbox environment before setting up your product environment.
Onboarding Checklist
1. Set Up Company
- Upload your company logo and address for end-customer interactions.
- Add your team members to MonetizeNow.
- Input MSA and/or terms & conditions that will accompany your contracts and invoices.
- Create approval and validation rules to guide your team towards best practices.
Areas to elevate with the MonetizeNow team: Custom quote and billing operations, contract renewal configuration, automations, and dunning processes.
2. Integrate Systems
- Connect to Esign (e.g. Docusign)
- Connect to CRM (e.g. Salesforce, Hubspot)
- Connect to Payments (e.g. Stripe)
- Connect to Accounting System (e.g. Quickbooks, NetSuite)
- Connect to Tax System (e.g. Anrok, Avalara)
Areas to elevate with the MonetizeNow team: Custom fields for CRM and Accounting Systems, webhooks for downstream usage of MonetizeNow data.
3. Configure Catalog
- Design a winning product, pricing, and bundling strategy
- Upload products, bundles, and pricing into MonetizeNow Product Catalog
Areas to elevate with the MonetizeNow team: Design of advanced product types such as minimum commits, usage, credits, and pricing strategies such as percent of total, tiering, volume discounting.
4. User Testing
- From CRM to drafting a Quote
- Drafting to Approving and Processing a Quote
- Quoting to Billing
- Amending Contracts
- Renewing Contracts
- End-to-end workflow
Areas to elevate with the MonetizeNow team: deep partnership in testing, migration of historical contracts into MonetizeNow.
5. Go Live
- From CRM to drafting a Quote
- Drafting to Approving and Processing a Quote
- Quoting to Billing
- Amending Contracts
- Renewing Contracts
- End-to-end workflow
Areas to elevate with the MonetizeNow team: go live partnership, training and demos, platform roadmap collaboration as a member of our customer advisory board.
Updated 5 months ago