In this article, I will show you how you can take Salesforce Opportunity data and sync it to Recurly whenever a contract gets signed and moved to Closed Won. This article specifically is for B2B order forms where there is significant complexity and data manipulation when translating data from a contract into a subscription or invoice in Recurly. You will especially find this article helpful if these contracts in Salesforce are unstructured and would typically require a person to read the contract terms. In this instance, you'll be able to configure an AI agent to do this work for you in plain English.
Don't believe us? Here's a short 89 second demo of how our AI agent is able to integrate Salesforce with Recurly for you.
As you can see in the demo video, our Salesforce to Recurly AI agent is able to handle nuanced contracts stored in Salesforce and configure them in Recurly, including a rationale for why a particular decision was made. Additionally, we keep you in the loop before making any changes, ensuring the changes made are 100% accurate.
Recurly is not ideal for B2B order forms as Recurly is primarily used by B2C consumers. However, we've found many B2B companies use Recurly because they have a robust self-serve offering and are beginning to build out their direct sales motion and want to use the same billing system. Given this, there are often many workarounds needed in order to make Recurly work for this use case. For example, backdated contracts will not work easily with Recurly, which is why you'll need an AI agent to do the work for you.
Here's how to setup the connection:
- You will need the ability to install our Salesforce app and provide Recurly API credentials
- Select where you want to review the proposed changes. This could be in the Dimely Dashboard, Slack, Google Sheets, etc.
- Configure AI agent with English to appropriately extract data from Salesforce and put it correctly into Salesforce. We can help with this - please book time here
- That's it!
Key Benefits:
- High time to value: Get started ASAP!
- No engineering required: Configure everything with English!
- Flexible: Use AI to handle complicated B2B use cases
- Easily configurable: No need to map data fields, our AI agent can do this for you. Unstructured data? No problem!
Below are some examples of common B2B problems and how you may solve this with the Salesforce to Recurly integration:
- Varying order types (New Business, Insertion Orders, Renewals):
- Our agent will automatically process New Business deals by creating an account and a new subscription / one-time charge for you
- Our agent will automatically process Insertion Orders by finding the corresponding Recurly subscription and adding to it based on the new contract
- Our agent will automatically process Renewals by replacing the existing subscription with the Renewal contract
- Various payment frequencies:
- Sometimes contracts are paid monthly or quarterly and you'll need to divide the contract total by the amount paid each period. Our agent will do this for you! For example, for anannual contract paid monthly, our agent will take the total contract value and divide it by the number of months in the contract, in this case 12
- Note - this is not just limited to monthly, quarterly, etc. but even inconsistent payment schedules. If you need to pay 80% upfront and 20% in 6 months, for example, our agent will know to issue a one-time invoice for 80% upfront and then either create a subscription for the 20% charge in 6 months (if this is a recurring fee) or issue a one-time invoice in 6 months for the 20% amount. Our agent is smart!
- Backdated contracts:
- Our agent will issue a one-time invoice to cover the backdated period and then create / update a subscription for all subsequent periods
The goal with our Salesforce to Recurly integration is to automate the invoice configuration for the toughest, most complicated billing contracts. If this sounds like something you need help with, please make sure to book time with us by emailing info@dimely.co or scheduling time here.