The systems youalready run.
We build in five platforms. We know what each one is genuinely good at, where the work usually is, and what it takes to get it live. Whichever one you are on, we work in it — we do not ask you to move to ours.
01 — Platforms we implement
05Revenue Cloud
Sales Cloud
RevPro
Workflow
Usage
Invoicing
CPQ
Document Gen
SuiteBilling
GL
Salesforce, Zuora, BillingPlatform, Conga and NetSuite, and the module names above, are trademarks of their respective owners; their use here is descriptive only. Nothing on this page implies affiliation with, or endorsement by, those vendors.
02 — What each one is for
And what it is notCPQ & Revenue Cloud
Good at stopping salespeople quoting deals the company never agreed to sell.
We build the product list, the pricing rules, who has to approve what, the quote document, changes made mid-contract, renewals, and the handover into billing.
Where the work is your problem is further down the line. It writes quotes. It does not send invoices.
Billing & RevPro
Good at subscriptions, and everything that goes wrong with them: changes mid-contract, part-month charges, prices that step up each year, two contracts lined up to end on the same date. RevPro turns revenue recognition into something the system produces, instead of a spreadsheet ordeal every quarter.
We build the price plans, the rules for mid-contract changes, invoicing, payment runs, and chasing unpaid invoices. In RevPro: what you promised the customer, what each item would sell for on its own, how the money is split between them, and the schedule of revenue you have not earned yet.
Where the work is your pricing is simple and your volume is small. Unusual charging rules mean fighting the way Zuora wants to hold your data, and Zuora wins.
Rating, Usage & Invoicing
Good at pricing that refuses to be tidy. Charging for what customers use, at high volume, on rates that change with the amount they use.
We build the pipe that takes in the usage data, cleans it up and adds it together, the rules that turn it into a charge, the handling of commitments and overage, the invoice, and the collection of the money.
Where the work is you want something that works out of the box. It hands the design decisions to you. Bought as a shortcut, it is an empty room.
CLM, CPQ & Document Gen
Good at deals where the risk sits in the contract you negotiated. Put the contract at the centre and the paperwork and the billing finally say the same thing.
We build the library of approved clauses, the negotiation and approval workflow, tracking what each side promised, quoting alongside the contract, and the documents themselves.
Where the work is your customers sign your standard terms without arguing. Managing contracts is work, and it never pays for itself on paper nobody negotiates.
ARM & SuiteBilling
Good at sitting next to the ledger. It keeps the contracts, the split of money across a bundle, and the revenue schedules in the same place as your accounts. One fewer place for the numbers to disagree.
We build the revenue arrangements, the split of money across the items in a deal, the revenue schedules, and SuiteBilling subscriptions, charging and invoicing.
Where the work is your charging rules are heavy. It is a decent biller bolted to an excellent ledger. It was not built to price complicated usage.
The answer nobody sells
A lot of what a review turns up is not a software problem. Nobody owns the product list. The approval rules live in a policy document and nowhere in the system. The usage data arrives twice a month. Software will not fix any of that. It will make it permanent, and put it on your balance sheet.
03 — How we choose
Seven questionsThe choice is
usually decided
before the demos.
Every platform wins on a feature list. That contest tells you nothing. These seven questions settle it.
- How far is a real deal from your list price?
- Do you sell subscriptions, usage, or both? And do you trust your usage data?
- How many invoices, in how many currencies, for how many companies? Size rules platforms out.
- The sales system and the accounting system you already run are the heaviest facts in the room.
- Who owns the settings on the Monday after it goes live?
- What has to work before you next close the books, or face an audit?
- If you wanted to leave, could you get your contracts, invoices and schedules back out?
04 — Start here
solutions@jinix.co.inAsk us which one
you should not buy.
A systems review takes two to three weeks. It ends with a written report you own: which platform, and why we say so. You keep it whether or not you hire us to build anything.
Or write to solutions@jinix.co.in