Salesforce Overview

Salesforce is a cloud-based customer relationship management (CRM) software solution that empowers users with automated lead generation and close deals fast. As the world's most popular CRM, it offers comfort in managing the entire sales cycle, encompassing quotes, orders, billing, and renewals.

The integration of SubscriptionFlow with Salesforce provides a robust solution for users to seamlessly create subscriptions for opportunities and close deals seamlessly while manage existing subscriptions. This integration ensures that every subscription sale, regardless of the originating opportunity, can be meticulously tracked, recognized, and converted, contributing to high lifetime value within the Salesforce platform.

Features of the SubscriptionFlow & Salesforce integration

• Manage and create new subscriptions effortlessly within the SalesForce environment
• Link plans to opportunities inside SalesForce
• Sync & View billing and subscription data into SalesForce
• Effortlessly convert opportunities into subscribers
• Edit subscriptions from within SalesForce
• Associate customers with accounts to ensure that deals are linked to companies rather than individual contacts
• Enhance visibility with the Sync Health Dashboard in Salesforce, ensuring a smooth synchronization process between SubscriptionFlow and Salesforce

Seamless Data Harmony

The integration enables seamless synchronization between SubscriptionFlow and your CRM, ensuring that data, including quotes, customer records, plans and add-ons, subscriptions, coupons, and invoices, is effortlessly harmonized.

Subscriber Management

The integration supports backward syncing, ensuring that the subscriber management actions within Salesforce seamlessly sync data to SubscriptionFlow for enhanced interaction and analysis.

• When using Salesforce, you can create 'Opportunities' to pursue and monitor. Salesforce offers robust options for managing opportunities, allowing you to set the stage in the sales cycle, link them to accounts or contacts/companies, and assign probabilities to prioritize targets.

• In Salesforce, you have the flexibility to link opportunities to product plans, assign prices, and incorporate add-ons, coupons, and other related functions.

• Users can effortlessly create subscriptions for converted opportunities on Salesforce, eliminating the need to juggle between the two platforms. Subscriptions made on Salesforce seamlessly sync to SubscriptionFlow with minimal user input.

• Salesforce also offers the capability to generate invoices on its platform for converted opportunities. These invoices seamlessly sync with SubscriptionFlow, ensuring a seamless subscription management experience.