Subscription Management for Salesforce Sales and Service Cloud

15-day Trial

Complimentary

Solution benefits:

Easy to install
FREE for 15 days

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Paid

starting at

$97/user/month

Solution benefits:

Flexible Billing Frequencies
Automatic Opportunity creation for upcoming renewals
Automatic native Order record creation for paid renewals
Automatic Opportunity and Order status/stage rules
Flexible integration with common payment gateways
Priority Support & Short SLAs

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Custom

pending a discovery session

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Solution benefits:

Enterprise Billing System Integration
Custom Business Flows & Scenarios
Custom Fields and Business Needs
Team and Business Consultation
Training & Process Implementation

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Quickly create recurring subscriptions from any Opportunity in Salesforce.

All fields are pre-populated from an Opportunity making your sales process nimble and efficient.

A Subscription profile is created for a customer subscription and customer Opportunity and any future renewals (Orders) will be linked to this subscription profile.

Each subscription will have one or multiple line items that can be edited and modified.

All subscription profile orders and payments will be associated.

Pre-built reports and dashboards

"There was enough flexibility in the product that we could do exactly what we needed without any customization."

Transactions are just one part of the customer journey... With PowerSync, [Salesforce] is more holistic and offers a more complete and up-to-date picture of all our customers, their purchasing behaviors, product preferences, etc. This data forms the foundation of a strong brand that can deliver a top-quality customer experience informed by data.

Stuart Kiely

Sr. Director, Technology and Marketing, Matouk