Sample ROI

Name: Work 365
Price range: $

Here’s a quick look at how automation is impacting another business

Background

This MSP has around 65 customers, and they’re growing fast. They’ve embraced Dynamics CRM as their solution to manage all information related to sales and marketing and have integrated specific processes with other 3rd party solutions. They do an excellent job of bundling products and have embraced recurring revenue; however, they receive many change requests from current clients, and they occasionally fall through the cracks. Their CEO believes they have some revenue leakage, as there have been a couple of errors in the past.

With the growth they’re experiencing, their current process is no longer sustainable with this growth rate, and they need to make an upgrade or client engagement will take a hit.

Current Process

Manually enters information into Excel
Imports Excel into accounting system
Sends individual invoices manually and charges clients manually
Finance teams must provision manually

Effort

Currently have a team of 2 people handling all operations
Slow to respond to client inquiries
Difficult to manage requests in a timely manner
Checking and re-checking inputs can take up to 2 days per month
Charging credit cards takes about 16 hours per month

Why Work 365?

Work 365 is a Subscription Management and Billing Automation application built on Dynamics 365 and Power Platform
used by services companies to automate processes and grow recurring revenue.

Billing & Invoicing

Scale your recurring revenue, and automate your billing and payment processes.

Provisioning and Subscriptions

Bundling, Provisioning & Management all within Dynamics CRM.

Payments

Multiple Vendors, Multiple Locations, Multi-Currency.

Self-Service

Portals, Billings, Provisioning & Order History.

The Work 365 Difference

Have complete control of your data

It’s your data and we don’t host your customer or pricing data.

Simple, familiar pricing model

You pay for the value of the system, not by the size of your invoice.

Built on the Dynamics 365 and Power Platform

Bring your teams together by fully leveraging the platform your teams already have in place.

Built by people who understand your business

Built by Microsoft partners and used by hundreds of partners worldwide.

Distributor Integrations

Schedule a Demo

What Our Customers Are Saying

“We scaled to over 6,000 licenses without adding another support person. Onboarding each new customer took up to an hour but now we can do it in 3 minutes or less, saving us over 100s of hours since June 2018. Because of these efficiencies, our project-ed growth for our CSP business is 300%”

Donavan Lane Innovia

“Our customers have a better perception of our agility and ser-vice thanks to Work 365”

Roberto GironINSYSS

“Though it took us some effort to transition into Work 365, it has been well worth it. The system is providing immediate benefits within just days of cutting the ribbon”

Thomas CarpeLiquid Mercury Solutions

“We could have gone with a local vendor but wanted to work with a company that could support the same platform across all our regions”

Alex Martynov365Solutions

Previous Next