How to Configure SaaS Mode for Clients on Non-SaaS Platforms

Integrating Your Payment Processor The first step is to link your Stripe account to the CRM to enable payment handling: 1. Log Into Stripe: Open a new browser tab and sign into your Stripe account. 2. Access CRM Settings: In a different browser window, log into your CRM agency account, go to the "Settings" section, and choose the "Stripe" option. 3. Connect Stripe: Click the button labeled "Connect to Stripe Account." This will direct you to Stripe to finalize the connection. Setting Up Your SaaS Plans Once your payment processor is connected, it's time to configure your SaaS plans in the CRM: 1. Open the Plan Configurator: In your CRM agency account, navigate to the plan configurator section. 2. Create Your SaaS Plans: Set up your SaaS offerings by defining pricing, selecting trial periods, adding any credits, and linking relevant snapshots. 3. Link with Stripe: Select "Show Stripe Product Details" and copy the Stripe plan ID associated with each pricing option. Ensure you don’t delete any of these plans in Stripe, as this would force you to reset your SaaS configurator. Designing Your Pricing Page Having a pricing page is key to presenting your SaaS plans to potential customers: 1. For Websites Using Version 2.0: If you're running version 2.0, you can skip ahead to the specific instructions for this version. 2. Import Stripe ID: In the "Payment" section of your SaaS selling area, click the "+ Import Stripe" button and paste the Stripe ID from the previous step. 3. Choose Your Plan: Once the Stripe ID is entered, you'll be able to select the corresponding plan for your agency and set its pricing. Setting Up Your Sales Funnel and Workflow To streamline the client onboarding process, set up a sales funnel and workflow: 1. Build the Funnel: Design a funnel that takes potential customers through the steps of learning about and purchasing your SaaS plans. 2. Automate with Workflows: Create a workflow to handle tasks like sending welcome emails, setting up client accounts, and providing initial support. Troubleshooting and FAQs Here are solutions to common issues and frequently asked questions: Accidentally Deleted a Stripe Plan?: If you delete a plan from Stripe, you’ll need to reset your SaaS configurator in the CRM and reconfigure your plans. Offering Multiple SaaS Plans: You can indeed set up and offer several SaaS plans, allowing you to cater to a broader range of customer needs.