For several months, Hermanson manually added recurring Opportunities in Salesforce. With the COVID-19 quarantine came a higher demand for PBHS subscription products. As the company became more aggressive in its efforts to find a solution, PBHS discovered Recurrex in the Salesforce App Exchange.
According to Hermanson, other solutions combined the automatic order process with the billing side of things, meaning the company would have to overhaul its billing process to make them work.
"A lot of the other companies had a connected solution for that and didn't really have something separate for the price point we were looking for. It wasn't really worth it for us to have half of their system for the same amount of money," Hermanson said.
As part of the mission to create highly configurable "better than bespoke" products, CEO, Igor Kranykh decoupled the features Hermanson was considering. Then further customized the product so it would perfectly meet PBHS' needs at a cost that they were comfortable paying.
"There were a few things that he had to kind of change for us," Hermanson said. "He was always right there and always helpful. He pretty much responded within the same day any time I would send him an email or have a quick question. He was always very responsive."
After completing a smooth onboarding process, Hermanson said Recurrex is up and running as promised. She said she "pops into Salesforce every now and then" to ensure everything is working correctly.
"I haven't really had to monitor it very much," she said. "It's just kind of doing its thing on the back end, and we're just reporting on all those renewals now, which is making the sales reps happy. They're getting their cut of what they should be."
Hermanson said PBHS has also noticed a spike in revenue since implementing Recurrex, stating, "There's definitely been an increase."
"It's nice to have something that's there and available in the background doing what it's supposed to be doing," Hermanson said. "So that's all we can really ask for."