Flexbilling

Flexbilling, developed by Ubiclouder, is a CPQ (Configure, Price, Quote) and ERP (Enterprise Resource Planning) solution aimed at streamlining and automating the invoicing process for small and medium-sized businesses (SMBs). According to the vendor, this software enables users to create configurable quotes, set contracts, manage deliveries, and generate prepaid or postpaid bills. Flexbilling caters to various professions and industries, including media, engineering, real estate, and services industries.

Key Features

Sell with cross-selling and upselling: According to the vendor, this feature guides sales teams in creating attractive deals by packaging offerings and combining pricing rules, options, up-selling, and cross-selling. It also aims to increase the customer average basket by providing sales representatives with guidance on available options.

Create advanced offers in 1 click: The vendor claims that this feature allows users to tailor offers to customer needs during promotional periods, resulting in increased sales. Users can create templates for frequent customer requests, saving time and potentially increasing productivity. Additionally, the vendor states that this feature reduces configuration errors for junior sales or complex configurations.

Increase sales by 18% to 31%: The vendor asserts that Flexbilling, fully integrated with Salesforce, utilizes cross-selling and upselling techniques to increase the customer basket. It guides sales representatives to propose more options through the use of packages, potentially resulting in higher sales. The vendor also claims that the one-click quote functionality allows for preconfigured sales in just 3 seconds.

Generate mass invoices: According to the vendor, this feature streamlines the invoicing process by generating invoices in bulk, automatically emailing them to customers, and transmitting them to the accounting software. Flexbilling follows European VAT rules and can be adapted to meet specific legal requirements.

100% integrated in Salesforce: The vendor emphasizes that Flexbilling seamlessly integrates with Salesforce to manage quotes, opportunities, and price books. This integration aims to ensure a smooth workflow and eliminate the need for manual data entry.

Quote configuration management: According to the vendor, Flexbilling adapts to various market needs, including quotations for configurable sales. It provides flexible pricing options using formulas and workflows, allowing for accurate calculation of forecasted monthly income.

Composed Packages: The vendor states that this feature enables the creation of configuration models that adapt to the complexities of different needs. By using packages that fit together to form a configuration BOM (Bill of Materials), this feature guides sales representatives in making configuration choices, potentially leading to more accurate quotes.

Flexible pricing and quantity calculation: The vendor claims that each package in Flexbilling allows for price calculation based on the price book, using formulas and other variables. The system also offers automatic recommendations, options, and obligations based on the calculated prices, aiming to ensure accurate and flexible pricing.