Sales teams start and end their day inside the CRM. And whether you have a completely sales-driven workflow, or 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. Every subscription sale made with every opportunity can be tracked and 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:
Complete the order-to-cash-to-loyalty cycle from within Salesforce.
Create, view, change and even cancel subscriptions without breaking context.
Have subscription and billing information in-sync with sales - including plans, subscriptions, coupons, addons, complex pricing models, quotes and invoices.
Create subscriptions from closed-won opportunities with minimal user inputs.
Map subscription customers to accounts rather than contacts, to ensure that the deal is with the company rather than an individual.
Know ‘who pays’ and ‘who subscribes’ in the context of Parent-Child Account to provide a superior transaction experience.
Identify more upsell and cross-sell opportunities with contextual 360° view of invoices, subscriptions, opportunities and accounts.
Get full visibility into the records synchronized between Chargebee and Salesforce and ensure the integration is running smooth, with the Sync Health Dashboard in Salesforce.