Mastering Subscription Updates
Introduction
The art of license upgrades not only streamlines operations but also ensures that your customers have access to cutting-edge technology, enabling them to embark on a journey towards digital transformation. This article dives into the realm of license upgrades, shedding light on the practical aspects, common upgrades, and the essential steps involved. Discover how this process can enhance your customer's experience while maintaining operational simplicity.
Overview
License upgrades are now seamlessly integrated into the new commerce experience, offering customers the flexibility to transition from one eligible offer to another before the renewal date. However, it's important to note that not all transitions are feasible, and partners cannot upgrade subscriptions purchased through other partners.
To determine the upgrades available for a product, consult the Offer Matrix. If your desired upgrade isn't listed, consider turning off auto-renew, waiting for the subscription to end, and then purchasing the required licenses.
Carrying Out an Upgrade
Selecting a license type will guide you through the upgrade process. Keeping the license quantity, the same constitutes a full upgrade, while upgrading only some licenses is a partial upgrade. You can choose between adding the upgraded licenses to a new subscription or an existing subscription.
When upgrading to a new subscription the following attributes are taken from the existing subscription:
- ID
- Term
- Billing frequency End-date
- The price for the new subscription is taken from the current price list
Upgrading to an Existing subscription
When opting for an upgrading to existing subscription, you have the choice of performing a full or partial upgrade. The significant advantage of upgrading to an existing subscription is that the price remains constant, rather than being subject to changes based on the current price list and the end date will be the same.
Pro tip:
Opting for an existing subscription when upgrading can lead to cost savings since the price is not determined by the current price list, and it allows you to align the end dates.
Removing Duplicated Licenses After an Upgrade
If redundant licenses remain post-upgrade, you can request their cancellation via a support ticket. Note that this request should be submitted within the first two billing cycles after the upgraded license was invoiced.
Promotions and Upgrades
When upgrading licenses into a new subscription, pricing is determined by the current price list. If a promotion is applicable, the promotional price will be automatically applied.
Conclusion
In conclusion, understanding the intricacies of upgrading licenses in the new commerce experience empowers you to make informed decisions that best suit your customers business needs. By following these guidelines, you can navigate the upgrade process efficiently, ensuring your customer subscription aligns perfectly with their requirement and you are able to take them on a sustainable growth path.
How can CloudCockpit help you?
- It eliminates the need for navigating through complex files or offer matrices by displaying eligible upgrades directly within the platform. This allows users to easily select the upgrades they need.
- Cloudcockpit also offers customization options for setting margin policies for upgrade licenses. It further enhances operational efficiency by allowing users to add crucial billing and operation information such as Associated Reseller, Internal Id, and PO Number.
- The platform’s robust reporting capabilities enable users to analyze year-on-year growth for each customer. This helps in understanding the impact of upgrading licenses on business revenue and customer growth.