Managed IT Services: What Are the Best Practices for Financing?

9900 West Sample Road Suite 210Coral Springs, FL 33065

HaaS/SaaS/Cloud Solutions: Financing Best Practices

*Remember that every transaction should include a conversation with the client on their
preferences for making payment. 


*Introduce the option to finance early in the transaction


*Include a payment plan option in every SaaS proposal. Get quotes from Dimension that
can be input into your presentation.

Why Financing Is The Right Choice:

Dimension Funding can help your clients with payment plans when the SaaS/HaaS
contract specifies prepaid annual or multi‐year upfront payments.

-Improves Cash Flow position as “Cash is King”‐ Turn Annuities into Up‐Front Cash Payment.

-Reduce churn and increase client retention with longer term Haas/SaaS subscriptions
while accelerating cash flow and reducing administrative costs

-Mitigate credit risk: Financing transfers risk of client nonpayment to lessor (Dimension)

-Low Rate Financing: Clients take advantage of preferred pricing on prepaid solutions.

-Sell higher value deals combining the best pricing available with best financing rates
available for true win/win customer experience.

-Leveraging any remaining renewal services which can open space for new licenses or
to align payments for renewals to the new SaaS contract

-Sell more, sooner and avoid delays due to client budget issues.

-Simplify Operations: Dimension is responsible for monthly billing and collections. Free
up your resources to sell and not collect.

-Predictable payments help match costs to expected customer benefits and lower upfront
expenditures to significantly reduce or even eliminate client out of pocket costs.

-Financing can help preserve customer’s cash and credit lines for other business
priorities.

-Include all project costs in the financing agreement including consulting, conversion,
migration, implementation and extended maintenance and service support contracts.

-Increased Client Retention due to multi‐year prepaid, long term subscription payment
options.

Your Dimension representatives, Dean Morrison and John Dondey, are available to
create quotes, interact with your clients, answer questions, provide clarification,obtain
any and all credit information and provide whatever additional assistance is necessary to
help you close your sale!

Contact Us Now For More Information! 

Dean Morrison (e) dmorrison@dimensionfunding.com (m) 954‐224‐3390

John Dondey (e) jdondey@dimensionfunding.com (m) 954‐232‐6308