Salesforce

Selling made easy

Deliver a seamless experience to quote, order, and manage subscription changes for your sales-assisted channel.

From quotes, to new orders, to renewals

Create new or update quotes natively in Salesforce
Manage subscriptions and new purchases easily
Handle upgrades, renewals, cancellations, and more
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Prefill quotes and orders with customer data
Real-time order and change feedback
Auto-surfaced payment wallets and addresses

Guided selling, your way

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

Traditional CPQ isn't enough

Effortlessly switch between online and sales-assisted channels.

From Salesforce quotes to online orders

Turn quotes into action by handing them off to Limio Commerce online checkouts, where customers can pay immediately and self-activate.

Activate self-service on sales orders

Instantly enable self-service on sales-initiated orders with Limio Commerce, so customers can seamlessly buy add-ons, upgrades, and renewals.

Improve processes

Eliminate manual steps by auto-closing Salesforce Quotes and Opportunities and instantly creating accounts and contacts on orders.

Unify your motions

Your PLG and sales-assisted motions don't have to live apart. Neither does your B2B & B2C setup.

Quotes & Orders

Quote new subscription, one-offs, add-ons, bundles - and process approved orders.

Upgrade / Downgrade

Effortlessly manage subscription changes, whether customers upgrade or downgrade.

Renewal

Simplify subscription renewals in Salesforce to drive retention and recurring revenue.

Manage Add-Ons

Make it easy for customers to purchase add-ons, seamlessly managed in Salesforce.

Cancel & Cancel/Save

Deliver personalised retention offers in Salesforce, ready for agents to pick and win back customers.

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 natively built on Lightning Flows and Lightning Web Components, which puts your Salesforce administrator in the driver seat. No iFrame, widgets, or bloated Apex code.

Discover how Salesforce admins can extend Limio