Salesforce CRM
Subscription Commerce in Salesforce
Limio for Salesforce enables seamless omnichannel commerce experiences by integrating bidirectionally with Limio Commerce, supporting both online sales and sales-assisted workflows in Salesforce CRM.
Using a CPQ? Limio Commerce also works with Zuora CPQ.
Selling in Salesforce has never been easier
Make it easy and seamless to subscribe and make changes across your online and sales-assisted channels.
Easy handling
- Manage subscriptions and new purchases easily
- Handle upgrades, cancellations, and in-life actions
- Auto-surfaced payment wallets and addresses
- Accelerated processing with available customer data
- Real-time order and change feedback
Personalise the experience
- Guide agents with advanced offer filtering rules to find the best offer.
- Provide tailored upgrades, add-ons and cancel/save offers seamlessly.
- See a full timeline of all changes that happened to the customer and their subscriptions
- Deploy flexibly to any Salesforce page or object via Lightning Flows and Lightning Web Components
Omnichannel by design
Make it easy and seamless to subscribe and make changes across your online and sales-assisted channels.
From Salesforce quotes to online orders
Handover quotes to Limio Commerce's online checkouts .
Activate self-service on sales orders
Activate self-service on sales-initiated orders.
Full visibility
All changes, whether done online or in Salesforce, update your Salesforce data.
Sales-Led Growth and Product-Led Growth, working together
Make it easy and seamless to subscribe and make changes across your online and offline channels
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New Orders
Process single subscription purchases, one-offs, add-ons, bundles - all in Salesforce.
Switch (Upgrade / Downgrade)
Seamlessly change the subscription of the customer
Manage Add-Ons
Monetise add-ons and upgrades seamlessly in Salesforce.
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Renewal
Only offer cancellation experiences in some countries, even down to the region, state or city
Cancel/Save with Offers
Surface personalised retention offers for agents to pick
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Cancel & Cancel/Save
Surface dynamically save offers or process flexibly a cancellation.
Credit & Refund
Generate a goodwill refund when required
Change address
Change a delivery address on the fly
Change payment
Update the payment method of a customers
Extend Limio for Salesforce
with Lightning Flows
Limio for Salesforce is built on Lightning Flows and Lightning Web Components, which puts your Salesforce administrator in the driver seat. Adapt Limio for Salesforce to your business processes with no code.
