You’re an ISV who just closed a new deal for your on-premises software - congrats!
Now, you need to get that new customer set up with your software right away. Luckily, because you set up the Replicated API to talk with Salesforce, your sales team can close the deal and start getting your new customer set up with just a few clicks directly in your CRM. They don’t even need to login to the Replicated Vendor portal to make this happen.
Our Director of Solutions Engineering, Chuck D’Antonio, walks through this process with an example of how he set up the Replicated API to automate Replicated license creation for his own application.
Chuck’s application, SlackerNews, has closed a new deal with a company named Geeglo. They purchased SlackerNew’s air gap edition with 10,000 users for two years. Chuck needs to get Geeglo set up as soon as possible, and not everyone on his sales team is comfortable with the Replicated platform. He’s worried they may run into some roadblocks when setting up new customers. However, because all the information for the deal is managed in Salesforce during the sales process, Chuck set up an automated license creation process with Replicated’s API. Now his team can take care of everything directly from Salesforce.
In the demo, Chuck starts by bringing up the opportunity in Salesforce:
Chuck then moves this deal from this 'price/proposal’ stage into the ‘negotiation/review’ stage.
Chuck has set up some triggers within Salesforce to automatically create an order once the deal is moved into the ‘negotiation/review’ stage.
When the order is placed, a contract is also created. When Geeglo is ready and the contract is signed, someone in his organization sets the contract to “activated” within Salesforce. This kicks off the Replicated API to begin creating a new customer within the Replicated platform.
On the order itself within Salesforce, the integration saves the Replicated License ID. This can be used further on the Salesforce side to automate fulfillment, or the rep can just pass the info on to the customer.
Chuck jumps back over to the Replicated vendor portal, and can see his new customer “Geeglo” was automatically created!
Geeglo’s customer record in the Replicated Platform has all the necessary information populated from Salesforce. For all of Chuck’s customers, this includes license expiration date, max member count, air gap support, and whether the license is paid, trial, development, or community. These fields are entirely customizable, and can include whichever information is most important to an organization.
As amazing as it sounds, these are all the steps Chuck’s team needs to take to create a new customer in the Replicated Platform. After walking through this process a few times with his sales team, they can now completely manage a new customer’s creation all by themselves and Chuck’s time is freed up to handle everything else that lands on his desk. Not only is the process incredibly quick and simple for both Chuck and his team, but Chuck is now confident that every new customer is set up with the correct entitlement and contract information.
If you’re interested in setting up new customers using the Replicated API with Salesforce, don’t hesitate to drop us a note or reach out to your account manager. We’d love to walk you through the process! Chuck has also shared the repo for the Salesforce trigger, which you can clone or fork to recreate this functionality for your own organization.
Want to learn more about what Replicated does to help vendors distribute software to self-hosted environments? We would love to show you -- click here to schedule a demo.