Subscriptions, licenses, renewals and content costs on one system, so every user is billed correctly and every client renews.
Providers of financial data, research, ratings, indices, analytics and information services sold by subscription, license and usage. See it working before you commit, with your own data.
Penhallow Market Data is a made-up business, to show you the CORE report Brad writes from your conversation. Yours is written from your own business and reviewed by a TRC expert before you see it.
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What it does on day one, so your TRC Explore Zone™ is spent on what makes you different. Every TRC ERP Industry Solution is shaped by TRC’s 35 years of industry experience, with the know-how built in.
What each card does for you
Sources: Burton-Taylor research, via FOW , WatersTechnology, data industry spend . The last key applies to every Industry Solution.
Monthly, annual and multi-year subscriptions renew and invoice on schedule, with price increases and renewal reminders handled before the term ends.
Record which users, sites and data sets each client is entitled to, so seat changes are prorated and third-party data fees follow real use.
Bill API calls, downloads or reports from your platform's usage records alongside the fixed subscription, on the same invoice.
Account managers see every renewal date, usage trend and open opportunity in one pipeline, so at-risk clients are called early.
Send order forms and license agreements for electronic signature, and the signed terms become the subscription without retyping.
Track trial users, their activity and the follow-up, and turn a trial into a paid subscription in one step when the client signs.
Invoice in the client's currency and recognize revenue over the subscription term automatically, ready for the auditors.
Record vendor, exchange and royalty costs against the products that use them, so each product shows its true margin.
Clients see their subscriptions, invoices, contracts and support requests online, and update users or payment details themselves.
Support requests are routed by product and client tier, with response targets tracked so key accounts get the service they pay for.
Quote, plan and bill bespoke research and data projects by milestone or time, with the hours of analysts recorded against each one.
Every upgrade, downgrade, price change and cancellation is recorded with its date and reason, so revenue reports and audits reconcile.
Your CORE report follows, reviewed by a TRC expert.
One monthly price for TRC ERP, plus Odoo licenses billed by Odoo. Your fixed monthly cost comes at the end of the TRC Explore Zoneâ„¢. Your system is hosted by Odoo. *Terms and conditions apply.