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cleverbridge for Salesforce – quote-to-cart, renewal automation, ecommerce

Subscriptions, Pricing, Quoting, Recurring Billing, Payments, Renewals

Overview

cleverbridge is a 100% native Salesforce quote-to-cart solution that extends your CPQ, easily guiding your customers from click to close and renew. Your sales reps and channel partners are free to focus on higher value selling.

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  • Provide sales automation opportunities for your sales reps and channel partners by bolting cleverbridge for Salesforce onto the business applications you use every day.

  • Empower sales & channel reps by generating a quote and cart link for your customers. The cart link is prepopulated with key customer & auto-renew information and can be automatically sent to customers, accelerating customer acquisition & reducing churn.

  • Increase customer convenience through a global-ready online storefront linked directly to your Salesforce. All modifications and additions made to an order are automatically synced to their customer record in Salesforce.

RENEWAL AUTOMATION Give customers the option to auto-renew their subscription during purchase, increasing recurring revenue for your business. QUOTE-TO-CART Extend quoting functionality by immediately generating a quote and cart link for your customers directly in Salesforce. Sales reps and channel partners can collect payments and update customer records more quickly, boosting efficiency. ECOMMERCE Acquire SMB customers more cost-effectively with a globally optimized online storefront linked to your Salesforce instance. Offer customers preferred languages, payment methods and more, all while ensuring appropriate compliance with global taxation, trade and data security and privacy regulations. BI-DIRECTIONAL CONNECTOR Develop a holistic view of customers with real-time, accurate customer data synced between Salesforce and the cleverbridge platform. LIGHTNING CERTIFIED cleverbridge for Salesforce is lightening certified making your quoting experience seamlessly beautiful.

Categories

Business Needs
Quotes & Orders
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package