Connect Salesforce and drive more subscription revenue with Chargebee

Sales teams 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 quotes, to orders to billing and renewals without leaving the comfort of the world’s most popular CRM.

The Chargebee + Salesforce integration gives sales teams the ability to manage your subscription sales elegantly. Ensure that you can track every subscription sale made with every opportunity being recognised in Salesforce.

With customer, subscription and invoice information in Chargebee readily available in Salesforce. It’s like having a mini-Chargebee right within Salesforce!

Here’s what it means for your sales teams:

  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. Create subscriptions from closed-won opportunities with minimal user inputs

  5. Map subscription customers to accounts rather than contacts, to ensure that the deal is with the company rather than an individual

  6. Know ‘who pays’ and ‘who subscribes’ in the context of Parent-Child Account to provide a superior transaction experience

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

Accurate Subscription and CRM Data

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

  • Quotes

  • 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 sending and getting approvals for quotes, managing their subscriptions or even handling renewals - Chargebee's integration with Salesforce lets you do it all, saving you time and manual effort.

Built for Sales Workflows
Chargebee Salesforce built for sales workflows.png

The Chargebee-Salesforce integration is purpose built for various sales flows - here are just a few examples

  • Sales driven - Create or update a Chargebee subscription directly from a Salesforce account via a button, saving time for sales teas

  • Self Serve - Mark opportunities as ‘won’ when a sales is completed through a checkout page

  • Hybrid sales - Powerful matching logic that eliminates duplicate inbound leads in Chargebee and Salesforce

Enterprise Class Functions
  • Parent-Child hierarchy to define who pays and who receives invoices

  • Account Mapping to ensure that a subscription is attributed to an account rather than an individual

  • Chargebee’s native quotes function works with your existing approval work flow when you create and send quotes

  • Flexibility to build out complex pricing and discounting models to give the best value for your customer

  • Structure your workflow to either automatically create or update subscriptions in Chargebee from Salesforce opportunities. Or if you wish, allow your teams to manually create subscriptions via user actions.

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.

Sign Up for Chargebee