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accueil/Assistance/Integration/Customer Case Study/Customer case study – Tilkee, a SaaS editor

Customer case study – Tilkee, a SaaS editor

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Tilkee is a cloud-based lead solution that optimizes lead follow-up by tracking business proposal and predicting sales. As a subscription-based SaaS business, they needed to automate subscription processing to scale up fast enough.
Here is how they integrated ProAbono :

Step 1 – Displaying the public pricing

proabono-tilkee-step-0-pricing

The pricing page is built dynamically from offers declared in ProAbono.
When a user chooses an offer, he or she is redirected to the register form.

Step 2 – Adding a Customer in ProAbono when a user registers

proabono-tilkee-step-1-registration-activation-subscription_001
When the form is submitted, then the user is seamlessly declared as a customer in ProAbono via an API call, and a new subscription is started on the selected offer.

Step 3 – Integrating the Customer Portal

Tilkee has a dedicated Subscription page that just embeds the ProAbono customer portal in an iframe. The URL used for the iframe is customer-specific and provided by the ProAbono API.

tilkee-bo-proabono-iframe-001

In the portal, the Customer can consult, upgrade or terminate its subscriptions, download its invoices, update its billing adress or update its payment information.

tilkee-bo-proabono-payment

At any time, the customer can fill-in its payment information. Its subscription will be charged only when its trial ends. Tilkee allows its customer to select they preferred payment method: payment card or SEPA direct debit.

tilkee-bo-proabono-payment-gocardless

tilkee-bo-proabono-payment-confirmation

Step 4 – Synchronizing the quantities for paying features

Tilkee has 2 paying features :

  • Users, with a classical per-user licensing fee
  • E-Signatures, consumed at any time and charged at the end of the billing period

Those quantites are updated in real-time via an API call.
ProAbono then automate :

  • The calculation of the pricing (per unit / per step)
  • The sending or the invoice
  • the money collection, with retries in case of failure

See also our Quick Technical Integration Guide.

Notice : All screenshots were taken on 2016-01-16 – Credit Tilkee.

Tags:IntegrationTilkeeCase Study

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