Connect Salesforce and drive more subscription revenue with Chargebee

Sales teams usually start and end their day inside the CRM. And whether you have a completely sales-driven workflow, or have a predominantly self-serve onboarding with an inside sales team, chances are you use Salesforce for your sales automation. Which means you’d rather have your team manage their entire sales cycles from quotation, to orders to billing and renewals without leaving the comfort of the world’s most popular CRM.

The Chargebee + Salesforce integration gives teams like yours the ability to manage your quote to cash workflow with elegance.

For starters, this integration makes the customer, subscription and invoice information in Chargebee readily available in Salesforce. It’s like having a mini-Chargebee right within Salesforce!

Big powers for your sales team within Salesforce:

  1. Complete the order-to-cash-to-loyalty cycle from within Salesforce.

  2. Create, view, change and even cancel subscriptions without breaking context.

  3. Having subscription and billing information in-sync with sales - including plans, subscriptions, coupons, addons, complex pricing models , quotes and invoices.

  4. Identify more upsell and cross-sell opportunities with contextual 360° view of invoices, subscriptions, opportunities and accounts.

  5. Engage deeper by offering upgrades, coupons during renewals and subscription extensions.

Accurate Subscription and CRM Data

Ensure that your subscription data syncs with your CRM data. The integration lets you sync :

  • Customer records

  • Plans & Addons

  • Subscriptions

  • Coupons

  • Invoices

  • Credit notes

Easy Subscriber Management

Controlling the entire subscription lifecycle of your customers has never been easier. Be it send and getting approvals for quotes, managing their subscriptions or even handling renewals, Chargebee's integration with Salesforce lets you do all, saving you time and manual effort.

Follow up on leads, convert opportunities into subscriptions all without leaving Salesforce.

Built for your Sales Workflow

Build in a quote to cash process for your sales team and harness the flexibility of Salesforce to suit your business model. Whatever your process may be Chargebee is adaptable and works for your workflow

  • Change plans, add coupons, raise or lower prices or even extend subscriptions with ease

  • Take advantage of multiple pricing models to offer the best value for your customer - flat fee, tiered, stair step, hybrid or other pricing models supported by Chargebee, are all available within Salesforce.

  • Create a new quote out of a Salesforce opportunity and then convert it into a subscription once it is accepted.

Notifications that drive action

Send a secure link to customers to help them enter payment information and complete the purchase. Empower your sales team to update payment methods right from within Salesforce, or nudge customers via email right from the CRM. And the moment they do, automatically mark the opportunity as “Won”, with the subscription information laid out right beside it.

Visit Salesforce to learn more about setting up this integration.

Salesforce is a cloud-based customer relationship management (CRM) software solution that lets you keep track of the leads generated, deals closed, and new customers acquired by your business.

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