2017 on site agenda template - rev.io · sample on-site agenda executive conference company...

3340 Peachtree Rd NE #2850, Atlanta, GA 30326866-470-5502 | info@rev.io | www.rev.io

© Rev.io 2017, All rights reserved.

THE COMPLETE RECURRING REVENUE AND CUSTOMER MANAGEMENT SOLUTIONPREPARED FOR

[ PROSPECT LOGO HERE ]

SAMPLE ON-SITE AGENDA

Executive Conference

Company Overview

• Team Introductions• Rev.io Company Story• Agenda Outline

Internal Whiteboard Session

• Systems Diagram• Current State / Future State• Allied Strategic Initiatives & Vision

Rev.io Quote-to-Cash Billing Platform Demo

• Proposal Generation• Navigating Customer Account• BroadWorks Order Workflow Process• Cycle Management / Bill Profiles• Statement Creation / Reversing Charges• Billing Adjustments / One-Off Billing• Usage Rating / Rate Plan Management• Taxation – Suretax Database Integration• Payment Processing• Collections Templates• Product Catalog, Packages, GL Codes • Built-in Reports / Report Builder• Customer Hierarchy Structures (Standard, Parent/Child, Relationship)• Ticket & Task Management / Global Visibility• Workflow Processes – Requests, Orders, Tickets• Inventory Tracking• Enterprise Customer Portal• Agent Portal• Commissions Module

Feedback & Closing

• Review Questions• Discuss Feedbacks• Confirm Next Steps

1:00 - 1:30 PM

1:00 - 2:00 PM

2:00 - 3:00 PM

3:00 - 4:30 PM

4:30 - 5:30 PM

VALUES

To be the best billing & back-office software company in the world by providing innovative

solutions and extraordinary service to our clients & end-users.

MISSION

AWARDS

The Success Scorecard is an objective tool that measures all facets of serving our clients. This enables Rev.io to proactively manage outliers resulting in consistent and transparent service. Look for Rev.io to leverage the Success Scorecard to continuously improve on our delivery of extraordinary service.

The Success Scorecard rates Rev.io's performance against established benchmarks in several categories and the results are published monthly for each client.

THE SUCCESS SCORECARD CATEGORIES

CLIENT SUCCESS

Our development roadmap is directly driven by our clients through our Rev.io Ideas forum. Rev.io Ideas, a user-driven community, allows our clients to submit their platform suggestions. Each ideas is voted on by other users, reviewed by our team, and the leading ideas are developed, free of charge, and made available to all clients.

DEVELOPMENT

INTEGRATIONS

100+ 26+TYPES OF

INTEGRATIONSPAYMENT PROCESSORS

INTEGRATIONS

ORDER ENTRY / QUOTING • The Rev.io quoting tool will allow users to quickly generate new quotes for

prospects and existing clients. • Consolidate disparate systems and streamline workflow.• Rev.io will create workflow processes for provisioning functions to track orders

through completion. • Switch integrations will provide the ability to provision automatically from Rev.io

and the Sync functionality will allow reconciliation of products/services from switch into billing.

ORDER & PROVISIONING

Rev.io, one of the best order management and provisioning workflow tools in the industry.

• Create and manage a prospect before finalizing an order• Provision supported order types directly with carriers• Update orders on the account level or from the workflow management

tool• Perform MACDs (move, adds, changes and disconnects) • Manage complex processes using Rev.io‘s task workflow• View and assign orders to provisioning team members with just a click

Rev.io’s customized workflows, automated processes, and effective management tools will save your company time and money.

NOTES

“I always receive excellent support from Rev.io! Thank you!”

-Ellen Tran

CORE BILLING

SYSTEM STATS: 2016 SUMMARY

CDRS PROCESSED TO DATE

27,687,053,541

19,317,600CDR RECORDS RATED PER HOUR

DAILY

WEEKLY

MONTHLY

ANNUAL

SEMI-ANNUAL

Bill ProfilesProduct Catalog

Usage RatingCustom Rates

TaxationAdjustments

Statement CreationStatement Delivery

Payment ProcessingCollections

NOTES

“Great response, constant status updates and quick fix.”

- Ken Gilbertson

OVERVIEW

NOTES

“Anytime we've opened a ticket with support ~ it's ALWAYS been handled in a timely manner. We appreciate your team very much.Thank you.”

-Jamie Chance

Executive DashboardPermission Controlled CapabilitiesReportingProduct to Market

NOTES

“We now have a best-in-class portal that will help drive efficiency for our customers.”

- Ross Artale

CUSTOMER RELATIONSHIP MANAGEMENTWith ‘s comprehensive search engine, your CSR can locate a customer’s account in seconds.

From a customer account, your users can post payments, check the status of an order, add a note, adjust transactions, create a trouble ticket, upload a document and much, much more.

SINGLE SOURCE OF CUSTOMER RECORD

NOTES

“Over the years I’ve learned that if you’re going to sell usage-based products, you’ve got to have a great billing solution. Since implementing Rev.io, our amount of revenue has grown 2500%”.

• Hierarchical Structure• Consolidated Tracking• Audit Reporting• Cost Tracking• Billing Integration

INVENTORY MANAGEMENT

NOTES

"We chose Rev.io because they offer an agile and robust solution that has allowed us to move more efficiently and has uncapped our potential.Rev.io is an invested partner who is committed to helping our company succeed and grow.”

THANK YOU!