Limio Omnichannel CPQ

Great integration between Salesforce - Zuora - Zephr

Thanks to the seamless integration of Limio for Salesforce with Zuora, our agents can efficiently handle new orders, modify existing ones, and process cancellations—all within the Salesforce platform. This eliminates the need for agents to switch between systems, allowing them to focus entirely on delivering the best customer experience while ensuring data consistency and operational efficiency. Limio for Salesforce has been a fantastic tool that has enabled CH Media to optimise the offline subscription management experience for our customers. With Limio for Salesforce, we have been able to craft tailored and meaningful customer flows that suit our specific business needs, giving our customer service agents the flexibility and freedom to handle almost all customer requests. Its native integration with Zuora and the Limio Commerce platform ensures smooth commerce operations, delivering a connected and reliable experience for both our team and customers. Thanks to some Limio Features we have also been able to activate functionalities in our online customer platform—based on the Salesforce Experience Cloud—with just a few clicks. This has significantly improved the self-service experience for our customers while reducing the workload on our service teams. The seamless synergy between Salesforce, Zuora, and Limio provides an intuitive and efficient subscription management process, enhancing both customer satisfaction and operational efficiency. Beyond its powerful features, the incredible support we receive from the Limio team is a key factor in our success. Whenever we have an issue or a question, their team is highly responsive, ensuring that we always get the help we need to keep our operations running smoothly.

Improved agent experience

With a global Customer Service team, minimising human error and ensuring compliance is essential. Working closely with Limio and our internal teams, we identified a gap in functionality and collaborated to develop enhanced offer filtering and subscription action rules. Now, with over 80 tailored rules, we can control the offers and actions available based on seniority and pricing strategy ensuring compliance across multiple service centres while streamlining processes and boosting productivity.

Seamless Agent Experience & Zuora Integration

Limio for Salesforce plays a key role in connecting Limio’s online commerce capabilities with Zuora, addressing an important gap in our architecture. The Salesforce apps support key media scenarios such as upgrades, purchases, and cancellations for both print and digital products, ensuring updates are consistently reflected in Zuora and available for customer self-service. The use of Lightning Flows provides flexibility to adapt and customise processes to fit business needs.

Great solution for accelerating transformation projects

Limio is helpful in delivering out-of-the-box capabilities for subscription commerce that accelerates the delivery of complex transformation projects within the media industry. Their Salesforce app delivers a lot of value rapidly with low effort and integrates natively with web experiences. This allows implementing partners to focus on value-add activities rather than reinventing the wheel for subscriptions.

Excellent solution for transforming our subscriber experience.

Limio has empowered our organisation to accelerate our roadmap to deliver responsive services and capabilities to our subscribers. They have been a key partner in transforming how we sell and retain our subscribers in an omnichannel environment. The seamless integration with Salesforce and other subscription software, like Zuora, has improved our ability to execute on our subscriber experience vision and differentiate our brand with personalised service. In addition, the Limio for Salesforce components simplify the Customer Service Agents' experience enabling them to fulfil subscribers orders seamlessly and efficiently too.

A highly configurable app that successfully addresses the common challenges in B2C subscriptions

I’ve been working as an independent consultant using this App for a customer implementation in the media industry. I have been impressed by the depth of functionality of this application as it delivers complex subscription order management capabilities via an intuitive and elegant UI. This means that users are nicely abstracted from the underlying Salesforce data that they do not need to see in order to complete their tasks. Definitely great for customer service agents dealing with subscriptions in Service Cloud who need clear processes and error-free data. I’d keep an eye on this great team and continuously evolving product!