Salesforce

Overview

The Chargebee-Salesforce sync streamlines the subscriber journey from lead to renewal, enabling GTM teams to strengthen customer relationships.

Sales teams can drive multi-product sales, win multi-year deals, close faster, and automate renewals while CX teams manage subscription changes, upsells, and cross-sells – within Salesforce. Easy to set up, this integration helps GTM teams with real-time subscriber insights to maximize revenue while automating billing, payments, and revenue recovery.

Features

Custom Deal Configurations

Create multi-product, multi-year deals tailored to your customers' unique needs. Chargebee’s dynamic Product Catalog lets you set up products, plans, addons, and discounts, which are easily accessible in Salesforce for creating new opportunities with simple drop-down options.

Powerful Multi-Year Contract Management

Create multi-year quotes and contracts with price/quantity/discount ramps, and scheduled plan and packaging changes—all from the Chargebee UI in Salesforce. Get custom prices and discounts approved via automated multi-level approvals, and have them billed accurately. Schedule seasonal discounts to capitalize on upsell and cross-sell opportunities.

Automated Billing for Complex Terms and Pricing Models

Close deals in Salesforce and automatically create subscriptions in Chargebee. With support for Flat Fee, Per Unit, Volume, Tiered, Stairstep, and Usage-based pricing models, Chargebee supports all the unique pricing needs of recurring revenue businesses. Bill accurately by calculating prices based on contract terms.

Renewals and Subscription Amendments

Eliminate manual follow-ups and automate renewals with subscription ramps by setting annual price increases and plan changes at the time of contract creation. Pause, modify, and cancel subscriptions directly from Salesforce and auto-generate renewal opportunities to streamline customer management and forecast your renewal pipeline.

Revenue Reporting

Gain visibility into key SaaS metrics like MRR, ARR, and CMRR, as well as insights on outstanding invoices, next billing amounts, and actions needed at the end of the term within Salesforce. Slice and dice the metrics further by creating custom reports on customers, subscriptions, invoices, and credit notes using real-time data from Chargebee.

Salesforce

Custom Deal Configurations

Powerful Multi-Year Contract Management

Automated Billing for Complex Terms and Pricing Models

Renewals and Subscription Amendments

Revenue Reporting

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