How to Enable Software as a Service (SaaS) Mode for Non-SaaS Clients

Connecting Your Payment Processor

To begin, the first step involves integrating your Stripe account with the CRM to handle payments:

1. Sign into Your Stripe Account: Open a new browser window and log into your Stripe account.
2. Access the CRM Settings: In a separate browser window, log into your CRM agency account, navigate to the "Settings" menu, and select "Stripe".
3. Connect to Stripe: Click on the "Connect to Stripe Account" button. This action will redirect you to Stripe, prompting you to connect your account.

Configuring Your SaaS Plans

After setting up the payment processor, the next step is to configure your SaaS plans within the CRM:

1. Navigate to Plan Configurator: In your CRM agency account, go to the plan configurator section.
2. Build Your Plans: Here, you can create your SaaS plans by setting up pricing, selecting trial periods, adding credits, and attaching snapshots.
3. Integrate with Stripe: Click on "Show Stripe Product Details" to copy the Stripe plan ID under each plan price. It's crucial not to delete these plans from your Stripe account as it could require resetting your SaaS configurator.

Building Your Pricing Page

Creating a pricing page is essential for showcasing your SaaS plans to potential clients:

1. For Version 2.0 Users: If your website uses version 2.0, you'll need to skip ahead to the specific steps for version 2.0.
2. Import Stripe ID: In your SaaS selling location, go to the "Payment" tab and click on the "+ Import Stripe" button. Paste the Stripe ID from the previous step.
3. Select Your Plan: After pasting the Stripe ID, you should be able to select your agency plan when setting your price.

Setting Up Your Funnel and Workflow

The final steps involve setting up your sales funnel and workflow to automate the client onboarding process:

• Build Your Funnel: Design a sales funnel that guides potential clients through the process of learning about and purchasing your SaaS plans.
• Create Your Workflow: Develop a workflow that automates tasks such as sending welcome emails, setting up accounts, and providing initial support to new clients.

Troubleshooting and FAQs

Throughout the setup process, you may encounter challenges or have questions. Here are a few tips and answers to common queries:

• What if I accidentally delete a plan from Stripe?: If a plan is deleted from Stripe, you may need to reset your SaaS configurator in the CRM and reconfigure your plans.
• Can I offer multiple SaaS plans?: Yes, you can configure and offer multiple SaaS plans to cater to different client needs and preferences.