saas系saas系_SaaS订阅的5个阶段

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This article will go into detail on what you need to automate in order for your SaaS company to have a functional subscription billing solution.

本文将详细介绍为使SaaS公司拥有功能性的预订计费解决方案而需要进行的自动化。

One of the problems SaaS companies face when selling subscriptions is connecting their application to a billing process.

SaaS公司在出售订阅时面临的问题之一是将其应用程序连接到计费过程。

Some of the things that are need to be considered are:

需要考虑的一些事情是：

• How will cancellations be handled
  如何处理取消
• Free trials
  免费试用
• Granting access to new customers
  授予新客户访问权限

The challenge in managing these billing processes is handling these events, such as restricting access to an application when a trial expires or if there no longer has a valid funding source attached to an account.

管理这些计费流程的挑战在于处理这些事件，例如在试用期到期或帐户中不再有有效的资金来源时限制对应用程序的访问。

SaaS订阅生命周期 (The SaaS Subscription Lifecycle)

The process a customer goes through when doing business with a SaaS company can be broken down into the five events above. Managing these events is the key to integrating a billing system with a SaaS.

客户与SaaS公司进行业务往来时所经历的过程可以分为上述五个事件。 管理这些事件是将计费系统与SaaS集成的关键。

订阅？ (Subscribe ?)

This is the first stage in the journey a user takes with a subscription. In this step, the customer has just signed up for a subscription which needs to trigger an automated process.

这是用户进行订阅的过程的第一步。 在此步骤中，客户刚刚注册了需要触发自动流程的订阅。

The process generally looks something like this:

该过程通常如下所示：

1. A customer orders a subscription for your application.
   客户为您的应用程序订购订阅。
2. The customer is granted access to your application.
   客户被授予访问您的应用程序的权限。
3. After the trial period is over (if there is a free trial), the customer is charged on a recurring basis.
   试用期结束后(如果有免费试用)，将向客户重复收费。

From a DevOps perspective, these are considered “Day 1” operations. These are the steps that a service goes through after being requested in order to be considered “provisioned,” such as installation and configurations of software.

从DevOps的角度来看，这些被视为“第一天 ”操作。 这些是在被请求才能被视为“已配置”的服务所经过的步骤，例如软件的安装和配置。

试用⏳ (Trialing ⏳)

In the trialing stage, a customer has subscribed to a service, but is not paying until their trial expires.

在试用阶段，客户已订阅了一项服务，但直到试用期结束后才付款。

Approximately 75% of SaaS companies offer free trials. Although free trials are almost guaranteed to bring you more paying customers, one of the trickier things about offering them is deciding what happens when a trial expires without a customer adding a funding source.

大约75％的SaaS公司提供免费试用。 尽管几乎可以保证免费试用可以为您带来更多的付费客户，但为他们提供免费服务的棘手问题之一是，在没有客户增加资金来源的情况下，决定试用期结束时会发生什么。

At this stage of the service lifecycle, a company will need to build logic around trials which will, upon expiration, restrict access to an application and alert the customer that they need to pay.

在服务生命周期的这个阶段，公司将需要围绕试验构建逻辑，这些逻辑将在到期后限制对应用程序的访问并提醒客户他们需要付费。

升级？ (Upgrade ?)

Many SaaS businesses support multiple tiers of service. If a customer pays a premium, they have access to additional features. This is considered a “Day 2” operation, actions which can be taken after a service has been provisioned which affect the end user.

许多SaaS业务都支持多层服务。 如果客户支付溢价，他们就可以使用其他功能。 这被认为是“ 第2天 ”操作，在提供服务后可以采取的影响最终用户的操作。

Generally, it follows the pattern below:

通常，它遵循以下模式：

1. A customer submits a request to upgrade their subscription.
   客户提交升级其订阅的请求。
2. The customer’s subscription rate will be increased.
   客户的订购率将提高。
3. The customer will be granted access to new features within the application.
   将授予客户访问应用程序中新功能的权限。

While this usually takes the form of strict pricing tiers, sometimes customers pay “per user per month” or have “thresholds” which if passed will trigger higher rates.

尽管这通常采用严格的定价层的形式，但有时客户“按月向每个用户”支付或具有“门槛”，如果通过，将触发更高的费率。

取消❌ (Cancellation ❌)

Inevitably, there will be cancellations of subscriptions, also called churning. The steps which occur in order to fulfill a cancellation go as follows:

不可避免地，会有订阅的取消，也被称为搅动 。 为了完成取消而发生的步骤如下：

1. A customer requests a cancellation of a SaaS subscription.
   客户请求取消SaaS订阅。
2. They will no longer be charged on a recurring basis.
   他们将不再重复收费。
3. Access to the application will terminate at the end of the current billing cycle.
   对应用程序的访问将在当前计费周期结束时终止。

Reaching out to your former customers after they have cancelled will also require some sort of process. It’s recommended that cancellation triggers a process which sends an automated email to the former customer, perhaps with an attempt to recover the customer or a feedback survey to see what reasons they may have had for canceling.

在您的前客户被取消后与他们联系，也需要某种处理。 建议取消触发一个过程，该过程将自动电子邮件发送给先前的客户，这可能是试图恢复该客户或进行反馈调查，以了解他们可能有哪些取消原因。

重新订阅↪️ (Resubscribe ↪️)

When a former customer decides to return after canceling, a company can’t just go through the original process to subscribe them as a new customer — they need to reactivate the previously terminated access so that they retain all their former data. This process can be described in three steps:

当前客户在取消后决定返回时，公司不能仅仅按照原始流程将其订阅为新客户-他们需要重新激活先前终止的访问权限，以便保留所有以前的数据。 此过程可以用三个步骤来描述：

1. A customer resubscribes by adding a valid funding source to their account.
   客户通过向其帐户添加有效资金来源来重新订阅。
2. Access to the customer account and data is reactivated.
   重新激活对客户帐户和数据的访问。
3. The customer will be charged on a recurring basis once more.
   将再次向客户收取费用。

Some complex scenarios might include limited time discount codes for resubscribers, a free trial, or part of another service as part of a combo deal.

某些复杂的情况可能包括针对重新订阅者的限时折扣代码，免费试用或作为组合交易的一部分的另一项服务的一部分。

结论 (Conclusion)

The key to selling software-as-a-service is connecting software to a billing system that can support the lifecycle I just described. Being able to automate this process is a boon to businesses, since manual processes are one of the biggest barriers to scaling.

销售软件即服务的关键是将软件连接到可以支持我刚刚描述的生命周期的计费系统。 能够自动执行此流程对企业来说是福音，因为手动流程是扩展规模的最大障碍之一。

Trying to manage the challenges of SaaS billing? Let’s Talk.

试图应对SaaS计费的挑战吗？ 让我们聊聊 。

We solve challenges SaaS companies face when billing customers by providing easy to integrate hooks which can trigger automated processes.

我们通过提供易于集成的挂钩(可触发自动化流程)来解决SaaS公司在为客户计费时面临的挑战。

翻译自: https://www.freecodecamp.org/news/the-5-stages-of-a-saas-subscription-5169307fd0c8/

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