AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Certinia Subscription & Usage Billing

Flexible billing that supports a modern services business

Overview

Streamline billing for multiple revenue streams, including subscription contracts, usage-based services, professional services, and inventoried items to ensure accurate invoices and minimize revenue leakage.

1 of 8

See How Certinia Subscription & Usage Billing Works

  • MULTIPLE BILLING MODEL SUPPORT Streamlines billing for various revenue streams, including subscription contracts, usage-based services, professional services, and inventoried items.

  • INVOICE CONSOLIDATION Brings multiple invoices and sources of revenue into a single invoice for simplified viewing and processing.

  • NATIVE CRM Create one billing center for the front and back-office—no costly integrations, no lost data.

  • PROACTIVE NOTIFICATIONS Protect renewals with proactive notifications and better manage customer relationships.

  • MASTER CUSTOMER RECORD Easily monitor the status of accounts, answer any customer question, and keep the billing cycle efficient.

  • FULL VISIBILITY FROM OPP TO RENEWAL Analyze customer data at any stage and take actions that have impact.

ADD NEW BUSINESS MODELS WITH CONFIDENCE Manage the most complex customer relationships in one seamless, connected process and adopt new revenue streams with ease. LEVERAGE THE SALESFORCE PLATFORM NATIVELY Manage customer billing on the same platform used by your sales, services, and customer success teams. CONNECT THE PROCESS FROM OPPORTUNITY TO RENEWAL Automate billing and collections from the minute the order is created. EASILY CONFIGURE BILLING PLANS Package subscriptions with products or adjust pricing structures on the fly. Manage it all in one-closed loop process. DRIVE ACTIONABLE REPORTING Unified data sets enable you to analyze customer data at any stage, allowing you to take actions with maximum impact. ENHANCE FINANCIAL MANAGEMENT Easily extend this app to the FM Suite (Accounting, Procurement, Order & Inventory Management, Revenue Management) or to the complete the Certinia FM solution. WHY SYS ADMINS LOVE THIS APP Built on the Salesforce platform, it offers click-based customization, unified data, and the same trusted workflow and security.

Categories

Business Needs
Finance
Industries
Financial Services
Personas
Business Operations Manager
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Multiple Currencies
Managed Package

More from Certinia

  • Certinia Professional Services Cloud
    by Certinia
    With Professional Services Cloud from Certinia, you can manage your resources, projects, and financials in the same application as your customer interactions—to improve your enterprise margin and growth.
    Enterprise Resource PlanningProject Management

  • Certinia Billing & Receivables
    by Certinia
    Manage the entire order to cash process with Certinia Account Receivables & Collections. Simplify invoicing, billing, and collections, and automate the AR process to accelerate cash flow. Ensure timely payments and build customer trust with secure payment
    Accounting

  • Certinia Order & Inventory Management
    by Certinia
    Certinia Order & Inventory Management helps you see, simplify, and optimize the entire order to fulfillment process—for goods & services. Meet and exceed customer expectations with visibility into the entire fulfillment process from quote to shipment.
    Quotes & Orders

  • Certinia Procurement
    by Certinia
    Manage and analyze the procurement of goods and services across your organization. Enforce spend policies, source and manage suppliers, and easily identify new ways to save time and money.
    Enterprise Resource Planning

  • Certinia Services Estimator
    by Certinia
    No Ratings
    Services Estimator works with our industry-leading PSA solution to create accurate estimates that are both competitive and profitable—helping you win more business, start projects faster, and run a connected services operation.
    Quotes & OrdersProject Management

  • Certinia Revenue Management
    by Certinia
    Automate your entire revenue recognition process and generate revenue schedules to achieve a comprehensive view of revenue performance. Stay compliant with automated recognition rules and minimize risk with a single revenue recognition solution.
    Accounting

  • Certinia Staffing Agent
    by Certinia
    No Ratings
    Instantly staff your projects and adapt to daily resourcing challenges. The Certinia Staffing Agent uses an intelligent staffing engine to quickly reallocate resources and prevent project delays, freeing up your team to focus on what matters most.
    ProductivityAnalytics

  • Certinia Services Analytics
    by Certinia
    A powerful analytics and business intelligence solution, built native to Salesforce, that turns valuable data into meaningful, actionable insights. Keep operations running lean, consistent, and predictive—all centered around your customer needs.
    Analytics

  • Certinia Customer Success Agent
    by Certinia
    No Ratings
    Tired of wasting time on day-to-day operational tasks? Certinia’s Customer Success AI agent automates routine CSM activities like summarizing account data and updating playbooks so your team can focus on high-value work that builds stronger relationships.
    Customer ServiceCollaboration

  • Certinia Financial Management Analytics & Reporting
    by Certinia
    No Ratings
    Lead the charge on bringing more revenue to your business with unparalleled business insights generated by analytics and reporting in Certinia. Make data-driven decisions that can expand your business footprint and elevate operational efficiencies.
    Analytics