Your Sales Team Can
View and understand all aspects of your product offering including subscriptions, ad-ons, pricing options, and available discounts.
Follow your specific sales process. Regardless of if you sell via quotes & previews, opportunities, or directly off the account, the intricacies of your complex sales process are handled.
Grow your install base by processing upgrades, selling new products or renewing the customers’ relationship.
Your Customer Support Team Can
View all billing information directly in Salesforce including invoices, payments and activity
Understand what customers have purchased, when they were billed and any changes made to their subscriptions
Send out PDF invoices on demand and securely process payments