CASE STUDY: SaaS Metered Billing

After looking at several vendors, we chose BluSynergy for its flexibility and the ability to easily custom fit the solution for our requirements. Blu Synergys ease of integration and scalability has met all of our stringent requirements and delivered a strong ROI for us.

Bernard Overberger, Controller

The Challenges

  • Revenue leakage due to complex menu of add-on services and customer-specific product pricing
  • New product introductions hampered by need to modify their internal billing systems
  • Challenges synchronizing up-to-date billing information between their accounting systems, CRM, and internal systems
  • Resources diverted from their core focus to handle lengthy billing and payments operations and reviews
  • Recurring commission calculations were manual and labor intensive process due to multiple levels of compensation (sales manager plus sales person) as well as a commission model that progressively decreased with account age


  • Flexible integration capability means that the billing system would automatically start billing when product usage was detected, stemming revenue leakage and deferred billing problems
  • Introducing new products were now a matter of minutes with BluSynergys ability to easily handle complex tiered and overage pricing models along with options like bundling and metered billing based on transaction types
  • Eliminated labor intensive data entry and reconciliation in the accounting system by synchronizing aggregate data into the accounting system
  • Leveraging BluSynergys commission module to automate the complex calculations and provide their sales staff with clear visibility into their compensation
  • Empowering OptimalBlues sales staff with deep visibility into their clients usage and purchasing history via the Salesforce CRM connector
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