Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Emersion - Subscription Billing and Payments for Salesforce
View subscription, payment and invoice details from Salesforce
Overview
Expand the range of enquiries your team can manage from Salesforce with real-time subscription, payment and invoice information. The app requires minimal configuration and will work with our online customer portals and 70+ vendor integrations.
Systems Integration. Deep integrations keep data accurate across all systems and reduce the need for data-entry. Integrations include: •Energy providers •Telco Carriers •Hardware and software distributors •Payment gateways •API integration
Subscription and Recurring Billing Automation Emersion automates the entire subscription billing process including: • Usage (e.g. Voice, Energy) and Pro-rata charge calculation • Invoice generation • Payment processing • Collections notifications
Improve Customer Engagement Turn customer experience into a competitive advantage with: • Online customer portals • Customer notifications (SMS/ email) • Service management • Order management functionality
This app synchronises information between Emersion and Salesforce in real-time including: • Contact information (bi-directional) • Account information (bi-directional) • Invoice details (Emersion to Salesforce) • Payment details (Emersion to Salesforce) • Service details (Emersion to Salesforce) This gives your sales and customer service team never before seen access to your customers financial and service information from the account object in Salesforce and also ensures that your customer's details are accurate no matter which system your staff are using. Other benefits include: • Any changes your customers make to their accounts in our online customer portals are automatically made to Salesforce. • Multiple invoice templates to select from with a diverse range of customisation options. • Support for multiple payment gateways including Stripe, Paypal via BrainTree and local banks. • Deep integrations to energy providers, telco carriers, software vendors, hardware distributors, banks and enterprise software platforms • The ability to synchronise data from Salesforce to Xero and between ConnectWise and Salesforce
Categories
- Business Needs
- Payments Processing
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package