Announcing enhancements to the m3ter Connector for Salesforce

Key takeaways:

• The new features of the m3ter Connector for Salesforce give Sales and Customer Success teams a 360-degree view of customer usage and bill data within Salesforce, ie where they’re already working.
• See your customers’ spending in real time, plus their bill history, prepayment or commitment drawdown status, and more.
• Have total flexibility in how you utilize the data in your own workflows, from visualization, to alerts, to running LLM applications.
• Use this information to have proactive, informed conversations with customers.

m3ter’s focus is on upgrading the monetization capability of B2B software companies.  The role we play is partly about completing the quote-to-cash stack by providing the advanced metering & rating infrastructure needed to support complex pricing models.  But it’s also about unifying the quote-to-cash stack by automating data flows between CRM and ERP systems.  

A few months ago, we launched the m3ter Connector for Salesforce on the Salesforce AppExchange. This powerful integration automates the connection between customer sales agreements in Salesforce and bill calculation in m3ter, increasing speed of provisioning of new orders, eliminating errors, and reducing effort. 

Now, we’re introducing features that automatically send data the other way, from m3ter to Salesforce. With these features you can empower your customer-facing teams with real time information about their customers’ usage and spend.

Before: Spreadsheets, lack of visibility, missed opportunities

Customer-facing teams - Sales and Customer Success - need access to customer usage and bill data, ideally in the tools where they already spend their time such as Salesforce.  

For companies that manually run their usage-based or complex billing, usage and bill data is tracked in a spreadsheet. It is neither easy to access, nor updated continuously.  This leaves Sales and CS without day-to-day visibility into usage and spend behavior of their key accounts.

Other companies might have more automation but in billing systems that are siloed - ie focused just on generating bills at month end. Similarly, the needs of customer-facing teams are not catered for.

In either case, the Sales and Customer Success teams don’t have the information they need to have proactive, informed conversations with prospects and customers. They miss out on opportunities to discuss expansion or upgrades, to prevent churn when usage trends down, or to handle renewals efficiently. It’s not only frustrating for those teams – it leads to a worse customer experiences. 

Now: Empower customer-facing teams with usage knowledge

The m3ter Connector for Salesforce gives Sales and CS actionable, up-to-date data where they’re already working – right within the Salesforce platform. 

With just a few clicks you can set up m3ter to:

• Sync account data back to the Salesforce Account
• Sync contract data back to Salesforce contract
• Sync bill and line items
• Sync commitments

We know that no two Salesforce instances are the same, so our aim is to send the data back to Salesforce and provide total flexibility – it’s up to you how you show it and fit it into your workflows. For example:

• Visualize the m3ter data within a report or dashboard
• Send alerts to Sales/CS when something specific happens within an account (e.g. a prepayment is about to hit its limit or expire)
• Quickly look up customer commitments and usage billing data
• Run LLM applications on Salesforce with Agentforce (the new customizable AI agent builder)

What this means for Sales & CS

The m3ter Connector for Salesforce now delivers your customer-facing teams a 360-degree view of the customer. They can see the customer’s bill history, a running total of their current bill, the status of any commitment or prepayment drawdowns, agreements, transactions, and much more.

Use this information to have proactive conversations with customers: from cross-sells and upsells to efficient renewals or churn prevention.

Getting started with m3ter integration for Salesforce

A key part of the value that m3ter delivers to our customers is in unifying their quote-to-cash systems and making them interoperable. Salesforce is typically the CRM our customers use, and the m3ter Connector for Salesforce (a managed package available via the Salesforce AppExchange) now makes it easy to automate dataflows both out of and into Salesforce. 

Learn more about m3ter’s native integration for Salesforce in our Docs today, and schedule a demo to see how the powerful m3ter platform can automate your complex billing.