
Frameworks, core principles and top case studies for SaaS pricing, learnt and refined over 28+ years of SaaS-monetization experience.
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Join companies like Zoom, DocuSign, and Twilio using our systematic pricing approach to increase revenue by 12-40% year-over-year.
Monetizely brings extensive experience in transforming pricing strategies for complex software applications, including those in regulated industries similar to tax management. Our approach combines data-driven analysis with deep expertise in SaaS pricing models to create sustainable revenue growth.
For tax management applications, we focus on creating pricing structures that:
While we continually expand our vertical expertise, our track record of success with complex software companies demonstrates our capability to transform tax management application pricing:
Feature Rationalization and Package Optimization: For a $10M ARR IT infrastructure management software company, we transformed their ad-hoc pricing model by rationalizing packages and implementing a combination pricing metric based on users and company revenue - a strategy particularly relevant for tax applications where both user counts and business scale impact usage patterns.
Usage-Based Pricing Implementation: We helped a $3.95B digital communication SaaS leader implement usage-based pricing with platform fee guardrails while preventing a potential 50% revenue reduction - expertise directly applicable to tax software's need to balance predictable subscription revenue with usage-based components.
Enterprise Pricing Alignment: For a $30-40M ARR eCommerce CX SaaS provider, we increased deal sizes by 15-30% by aligning pricing strategy with their enterprise sales motion and rationalizing their package structure - critical capabilities for tax software vendors targeting larger enterprise clients.
Monetizely offers tax management software providers a complete suite of pricing strategy services:
By partnering with Monetizely, tax management software providers gain access to proven pricing expertise that addresses the unique challenges of their industry, enabling sustainable growth through optimized pricing strategy.
Join companies like Zoom, DocuSign, and Twilio using our systematic pricing approach to increase revenue by 12-40% year-over-year.
1
None of the other premier consultants have actually implemented complex pricing within companies like Twilio and Zoom. This requires operational systems understanding, not just strategy.
In addition, other consultants often "over egg the pudding", they know customers will buy approaches as long as they look/feel scientific, yet we have multiple customers who have spent more >$100k each on conjoint analysis which did not help them at all. We are careful with where we ask you to spend your money.
2
Willingness to pay is context-dependent and works best when analyzed alongside packaging and pricing metrics. We use structured surveys like Van Westendorp, Max Diff, Conjoint Analysis as well as in-person research interviews to gather actionable data.
3
The cost of milk or a McDonald's burger inflates. However, SaaS prices almost always deflate and requires both adjustment of product packages as well as innovation to remain relevant.
Additionally, AI adoption will drive a shift from user-based pricing to more usage/consumption based models to accommodate the very high costs of serving these products. Expect to see deflation over time here as well as the the cost of serving AI products drops by multiples every month.
4
We want to monitor discounting % per package, usage of features within the packages, upsell rate of features to see whether we have a good pricing motion or whether it needs adjusting.
5
The Monetizely team has over 28 years of collective experience in software pricing, having previously worked with industry leaders like Twilio, Zoom and DocuSign, ensuring expert guidance in SaaS pricing strategies.
6
We recommend doing a better job on the pricing testing phase and to mitigate risk roll out the pricing in a phased manner.
For 80-90% of cases, we do not recommend A/B testing as that creates too much market confusion and overhead (in certain cases, doing an advance roll out in a different geo can work).
7
Competitive information is helpful but only a small piece of the picture. Competitors are in different stages of growth. Their product functionality is also different.
We recently had a client where sales teams pushed for lower pricing to compete with current rivals, but the company’s strategic vision aimed to evolve into a new category, making the competitive pricing data less relevant.
8
To kickstart your SaaS pricing optimization, consider consulting with the experts at Monetizely. You can also deepen your understanding by reading our book "Price to Scale" and enrolling in "The Art of SaaS Pricing and Monetization" course on Maven. These resources are crafted to equip you with the necessary skills and knowledge to refine your pricing strategy effectively.