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Chargebee | CPQ, Subscription and Billing Management

Automate Quoting, Billing and Renewal for your Subscriptions and Contracts

Overview

The Chargebee-Salesforce integration enables subscription businesses to streamline the quote-to-cash cycle, win high-value deals, and grow revenue efficiently by automating multi-product quoting, recurring billing, payment processing, and revenue recovery

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  • Create multi-product, multi-year quotes and contracts with price/quantity/discount ramps, and scheduled plan and packaging changes—all from the Chargebee UI in Salesforce

  • Close deals faster with direct & complete access to Chargebee’s Product Catalog that lets you set up products, plans, addons, and discounts

  • Automate recurring billing and renewals for complex multi-year contracts using Chargebee’s Subscription Ramps

  • Powerful two-way sync between Salesforce and Chargebee so the GTM and Finance teams can use either tool as the source of truth for customers, subscriptions, and payments

  • Give customers and GTM teams complete control to pause, modify, and cancel subscriptions through the self-serve portal and Salesforce/Chargebee respectively

  • Give business leaders 360-degree visibility into important metrics like ARR, MRR, outstanding payments, etc, to help them forecast revenue

  • Alert CSMs and the Leadership team of anomalies like drastic MRR changes due to cancellations, downgrades, payment failure, or paused subscriptions via email and salesforce alerts

  • Equip Sales and Finance teams with all the tools and information they need to work efficiently without breaking processes, duplicating work, and manual follow-ups and reminders

  • Empower customer-facing teams with up-to-date customer and subscriber information to have contextual conversations, collect timely payments, modify subscriptions based on customer requests, and provide stellar customer experiences

The Chargebee-Salesforce integration enables sales teams to get all the necessary context regarding products, plans, pricing, and real-time subscription data, and create tailored multi-product quotes so they can focus on closing deals faster and building meaningful customer relationships. With support for self-serve and hybrid sales models, Chargebee helps deploy various strategies like usage-based pricing, variant pricing, and multi-year contracts to grow revenue efficiently. The two-way sync between the two tools helps Sales reps navigate every stage of the sales cycle without leaving Salesforce.

Categories

Business Needs
Contract Management
Payments Processing
Subscriptions
Personas
Administrator
Sales Representative / Manager
Service Agent / Supervisor
Features
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.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Community Builder
Managed Package