I'm looking for some feedback from entrepreneurs or developers that have used either Chargify or Recurly to handle their recurring billing.
More specifically, I sell a hardware device that works in unison with a companion application and charge a subscription for the functionality of the companion application. I sell both b2b and b2c. Thus, I need a recurring billing platform that can handle a single unit purchase as well as a 10-20k wholesale purchase and be able to track quantities sold. I've noticed Chargify lacks the ability for me to track quantity. Further, we have highly targeted, customized landing pages on HubSpot and would need the two platforms to integrate nicely.
Has anybody had experience with either of these platforms? What do you like and dislike about the functionality and capabilities? Which do you recommend based off what I would need it to accomplish? Alternatively, is there a different platform that you would recommend?
Regarding "I've noticed Chargify lacks the ability for me to track quantity." - Chargify is able to handle this with what they call "components." Your use case is very common and definitely doable via Chargify.
Related
I'm working on an app that, as one component, accesses the imgur API. I'm trying to work out if it is considered "Commercial" based on three separate possible models. As you can understand, as the sole developer, I'm just a hobby programmer and I want to know if I can build this without a heavy monthly bill from imgur.
From the imgur API doc page;
Your application is commercial if you're making any money with it (which includes in-app advertising), if you plan on making any money with it, or if it belongs to a commercial organization.
What does that mean in these scenarios:
If I'm building an application that as a component of it uses the imgur API, that is not paid for, does not have any ongoing costs, but has a Patreon/GoFundMe/KoFi account attached to it to support development, is that considered "Commercial" here?
If I build the app, but charge a flat $5 for it, and no advertisement/in-app-purchases, is this considered commercial?
If I build the app, do not charge for it, do not post ads, but accept one-off donations towards developmnent, is this considered commercial as per the above?
If I'm building an application that as a component of it uses the
imgur API, that is not paid for, does not have any ongoing costs, but
has a Patreon/GoFundMe/KoFi account attached to it to support
development, is that considered "Commercial" here?
Possibly. Donations can very well be considered a source of income. In addition, you need to look at the second part of the Imgur ToS that you quoted:
plan on making any money with it, or if it belongs to a commercial
organization.
Will the app remain free forever after a limited period of development?
If I build the app,
but charge a flat $5 for it, and no advertisement/in-app-purchases, is
this considered commercial?
Yes, this can be considered commercial. Because you're charging money for the app.
If I build the app, do not charge for it,
do not post ads, but accept one-off donations towards developmnent, is
this considered commercial as per the above?
This is very similar to the first scenario.
The important thing to understand is that there is a great deal of latitude in enforcing the ToS. This is both to ensure the convenience of users, and also to ensure that Imgur's services aren't abused. One of the statements in their ToS states something to the effect of "Don't use us as your CDN". It would seem that is what you're thinking of doing. Unless your app is for a demonstrably social/charitable purpose like curing cancer or world hunger, Imgur might just as well choose to enforce the ToS. Don't risk it. Go for a paid service (Imgur's or another).
To be really sure, one can directly contact Imgur with a link to the app and check with them.
I'm brand new to Dynamics CRM and have been asked to see if this is a viable replacement for the employee tracking software we're using now (AlexSys Team 2 Pro). We're not so much of a sales based company as the tutorials i see for CRM focus on. I know CRM is more for customer relations and sales tracking but i also know it's highly customizable and can do what i need it to do. I need something that keeps track of how many new tasks have been created and how many have been done and to show a graph or a report with the results. I've looked at some PluralSight videos and some windows videos but they all seem to focus on and really push the use of its sales side usability. We do sell our product here (i work at a software development company) but we need something that isn't focused on sales and is usable to management for tracking progress. So for example, lets say im aksed to do 4 things(tasks), I do 2 of those things and am in the process of handling my 3rd. I'm not a sales agent, lets say im a programmer, I need CRM to be able to show my manager that I had 4 new tasks, completed 2, and if possible to show that im in the process of working on the 3rd. AlexSys Team gives you different options for what state the task is in, such as In-Process and Completed but it does poorly when it comes to reporting. Are there any good places to learn how to do that in CRM, we are not using a partner and will not have someone coding this or changing this for us, i will possibly be the one working on that so i need something that can help show me how to customize it without constantly talking about sales. Im off to watch more PluralSight videos but maybe a user here knows of somewhere better to learn from or maybe just a specific PluralSight video i may have missed. Thanks for any input.
Dynamics CRM is as you've discovered very customisable and will almost certainly meet the requirements you've described. Whether it is the correct choice only you can decide.
YouTube is a really good resource for CRM videos, you can also take a look at the CRM 2011 Technical Training Videos on Channel 9 produced when the product was first released. These give a high level overview of CRM 2011 technical capabilities.
You may want to look at the basics of Activities ( in particular Tasks ) and Queues. Make sure you're clear on the usage of Status and Status Reason and how you can customise them. For reporting you can either use the built-in dashboard capabilities or create your own SSRS reports using BIDS that can be hosted within CRM. The process of producing these reports whilst subtlety different will be easily understood by anyone with some some basic SSRS skills.
I'd recommend enlisting the help of a partner in the first instance even if it's to just verify your initial design. The overall cost of their time in relation to the install and running costs of CRM won't be too significant and they may even be able to save you some money.
I'm not sure of a better place for videos, but I can speak to CRM's ability to serve as a rapid application development platform and the areas it excels. It allows you to create new fields and entities (think Database Tables) without touching a database, as well as customize forms, roles, and security with 0 code. You can also sign up for a free months trial online to setup a quick Proof of Concept.
There is so much that it can do, and do quickly, that your company may be better served to seek outside help, resulting in a better product, delivered quicker, with less overall costs than trying to do everything "in-house".
I'm working on a project where we collect payments from users using credit/debit/PayPal payments.
The service is taking payments from users on behalf of a 3rd party organisation.
Once we take the payment, minus fees, we want to transfer the amount to the organisations bank account.
For now, what we can do is pay the organisation using Online Banking BACS bank transfer.
But I would like to know if there is a way to do this automatically using an API.
If we need to somehow register the 3rd parties bank account details before making transfers, this is fine.
We just want to automate the whole process, since at the moment the transfer is a manual step.
Are there any gateways or APIs I can use for this? In the UK?
As this is still un-answered I'll throw my hat into the ring.
For the benefit of non-UK users, the UK has a central clearing system called Bacs, which is run by the major banks in the country. However, companies can also makes submissions directly to that clearing system, by using Bacs Software.
There are a number of companies that sell on-premise and online services/APIs that allow you to send money directly via Bacs (and collect Direct Debits).
DISCLAIMER: I currently work for a software company (Bottomline Technologies) which sells a Bacs API - I won't mention the product name and to see alternative companies you can simply Google for 'bacs software api'
Hope this helps
You are going in the wrong direction. You should talk to payment processors (which may or may not include your bank) about the business considerations, which probably are more important than the technological considerations. Generally you can expect something somewhat reasonable that you will (after fiddling with it enough) be able to convince to work. It doesn't matter whether this involves some sort of api library, soap calls, or other communication method.
If you honestly consider having the technological considerations more important than the business considerations, then just go with Paypal and don't write your own shopping cart stuff at all. This is easier to use and will do more of the heavy lifting for you, but which will also probably charge you more.
Once you create a real shopping cart and start handling payments yourself (i.e. taking in CC information and sending it to a payment processor), you start getting into a mess of legal and technical concerns involving PCI compliance and the like, which will apply regardless of your choice of payment processor*.
*This is US-specific, but I bet the UK has something similar.
My company is in need of a task management system to handle scenarios as simple as "Purchase a computer for X" to "Relocate a person to another country". The simple scenarios are a single tasks handled by a single person, whereas bigger tasks can be broken down into multiple sub tasks delegated to multiple people during the workflow. Additionally the clients and vendors need their own views into the process.
We are evaluating different solutions from a custom application built on Workflow Foundation to SharePoint to BPM products like Metastorm and BPM.Net.
Here's my current understanding of these solutions:
Workflow Foundation - Low level workflow designer and/or library with no host environment. It seems we would have to reinvent some wheels if we went this route such as fault tolerance and document management. Some of the answers on stack also cause concerns such as the lack of versioning and a complete overhaul for VS10/.NET 4.0
SharePoint - Built for document management and collaboration but trying to create advanced workflows and tasking on top of that seems like a hack. Plus all workflows have to be tied to either documents or lists. I cant envision how a list (or list of lists) can address this issue.
BPM products - Mature workflow engine at a seemingly high price. BPM.Net is the only solution for which I could find some level of technical detail but im still not sure how different developing against this product would be from developing against Workflow Foundation.
Are there any workflow engines dedicated to solving all the workflow pains that can be easily deployed with their own hosting environment and initiated through a webservice?
Are there any other options I am missing?
Thanks in advance.
****Edit**
To answer the questions below the workflow needs are pretty light. Basic routing of tasks to approvers and subcontractors.
Whats driving us too look deeper than PM software is the nature of the business not the need for advanced workflow. We are basically in the business of procuring goods and services through subcontractors for our clients which can also include full employee relocation. The interface of the package should reflect this by being customer branded as well as intuitive for this line of business.
Basically if im moving my family to the other side of the world Im not sure i'd want to interface with Jira or Sharepoint or any other PM software to facilitate this.
If you are on Microsoft stack I would definitely recommend SharePoint for this scenario. As it seems to be very simple you can go with Windows SharePoint Services edition because it is free and it has everything you need.
You are right when you say that ShartePoint workflow are bit limited. IMHO the best way to overcome that limitation is to purchase Nintex workflow to create your workflows. It is cost effective solution that can help you design workflows you need.
You can find workflow samples inside the product (as workflow templates) and on the web site.
Nothing you mentioned has much to do with workflow. You're just doing project management. If that's the case, a simple bug tracker (like FogBugz! ;) would work - but if you're going to show it externally, it may not be the most professional presentation.
The closest off the shelf solution I can think of would be Project Server - though, depending on the number of projects and project managers, the desktop Project with a sync to a webserver for client views may be enough.
If that's overkill - because your projects don't require a lot of resource scheduling, Gantt charts, or other PM artifacts - you can take something like Trac and replace "bug" with "task". ;) (Seriously though, that'd probably get you 90% of the way there.....)
Have you looked at RT? I believe it can handle all your requirements, including that it's designed to let customers interact with the system by email, rather than having to log into the website. If you've emailed IT support desks then you've probably interacted with it without knowing... You can also completely customise the web interface and allow customer access.
Can't vouch for the quality as I haven't used it, but I did watch an online-demo video of Intalio, which has BPM and workflow capabilities.
We use Basecamp to control this sort of "task management" stuff. I'm not sure if it fits your needs totally, as it's a little light on the document management side, but it has a web service (REST) API, customer / vendor facing components, and basic interaction / chat capabilities.
The best part about it is that the API is simple enough where you can offload a lot of the "management" for it to admin support personnel, like assistants and interns, by providing custom scripts. If you've got people who aren't programmers using it you'll probably have better luck with it than even something like Trac or FogBugz.
I have/am going through a similar process. We wanted a lightweight workflow for internal use by our sales team. Most of the third party apps we looked at ,K2 and Skelta BPM.Net in particular, looked way over the top for what we needed. I'm now 2 months into working with Windows Workflow Foundation 3.0 and I have to say it isn't the most pleasant coding experience I've had.
If your workflows will truely be simple then it is pretty easy to build a workflow and hook it up to some web pages for the UI. But if you need to be able to change it on the fly, or do versioning (ie the user says we want another step added, then its a whole lot of hacking to get it to work - and it only works if you limit your workflow to being really simple), then you are in for a fair bit of work. And forget about it if you use an Oracle database.
The next version of windows workflow will have it's own runtime environment, code name dublin, with will provide a WCF interface into the workflows.
If your timeframe allows you could use that.
For information on Dublin and the next version of WF see:
http://www.microsoft.com/net/dublin.aspx
My vote is for FogBugz. Unless I am missing something in your requirements, why would you want to reinvent the wheel by using a code based workflow solution where you have to code up the flows yourself when you can use a perfectly good project dependency solution like FB or even MS Project Server - which lets you create nice dependencies for resources and people.
Check FileNet
FileNet is expensive but makes a good job with content and process management, but I guess is not what you are looking for.
We use Captaris Workflow, it is pretty good but it may be expensive for your needs.
My company is a custom development shop for a number of projects, some larger and some smaller. Currently we handle all of our client communication through email. So we email a design doc, they mark it up and send it back. Then we roll out a beta version of their product and they email us with any bugs, new features, etc. And so on....
As I am working on implementing a new bug tracking system (it looks like it will be Mantis right now), I got to wondering how we could best allow our customers an interface with our development process that would provide better tracking of feature requests and client submitted bugs as well as communicate our responses back to the client.
If anyone is aware of a a bug tracking system that does this exceptionally well I'd be interested to hear of that. Otherwise I'm just looking for some general guidelines or good business practices that have allowed your companies to interface effectively and efficiently with your clients.
UPDATE: My company uses a LAMPP stack and as we are a small shop with a limited budget we tend to stick to tools that are open-source and free.
Do most people either use Team Foundation Server to handle this or emails back and forth?
I think the key is to have the dedicated tracking system there for bugs/requests, and to establish a set process for communication. With that at minimum you will start getting consistent feedback. From there you can tweak it to get your specific needs.
As an aside, rather than just using e-mail for your communication, I strongly recommend going to smething like BaseCamp for a project management tool. I find that it helps greatly with keeping messages, documentation, and timelines communicated to the client.
If you are using Team Foundation Server, I recommend you to install TeamPlain Web Access. They allow you to expose a web interface to your TFS project. The only things left to do, is give rights to your client and a username and a password.
Otherwise, there is some paying tools like FogBugz. Of course, the principal is having to bug reporting tools directly linked to your Source Control so that the developers can easily fix bugs.
Although I know of no specific tools (at least no open source ones), I suggest that you setup a system which will cover your overall requirements gathering and implementation process. Requirements could be tracked in the system, which would also contain the design documents (which could be "checked out from" and "committed to" the system). This way, you would tackle the problem of having multiple revisions of design documents around. Addionally, the design documents and the requirements could be tracked easily. If this system were linked to your source code management system, you would additionally ease your development process/requirements tracking.
Another possibility is to use two products in concert, here's our current setup with a team of 12:
osTicket for incoming requests from clients
Allows for issues to be handled by support staff and bugs to be verified
Status can be checked with just an email address and ticket ID
Typically users don't submit detailed enough bug reports so is a good first step
redmine for development tickets
Ticket created by QA or a developer if issue is a real bug
Provides solid enough project and release management
Is a solid step up from trac and mantis (and provides migration tools)