Limio for Salesforce, the subscription commerce app
Limio for Salesforce helps you power omnichannel commerce experiences, integrated bidirectionally with Limio
Limio for Salesforce bridges the gaps between your representatives and your online customers
Make it easy and seamless to subscribe and make changes across your online and offline channels
Omnichannel by design
Limio for Salesforce lives in Salesforce and connects to Limio Commerce, itself deeply integrated with your Billing and Payments. Agents working in native Salesforce can pick up any subscriptions and process changes that will automatically be visible in Limio Self-Service. Even better, agents can handover an order to a customer to complete online or can pick up an abandoned online order and finish it within Salesforce.
Fast handling
Agents can manage current subscriptions on behalf of customers, including new purchases, in-life actions such as upgrades and cancels. Available information such as payment wallets and addresses are automatically surfaced to accelerate handling. Agents will have real-time feedback on whether orders and changes have been successful across payments, billing, entitlement and fulfillment systems.
Totally customisable
Limio for Salesforce runs on Salesforce Flows, providing the flexibility and ease of customization for subscription businesses to tailor processes to their unique requirements. From restricting refunds based on agents’ permissions to dynamically displaying regulatory scripts for subscription purchases, you have full flexibility to tailor to your processes.
Smart Offers
It’s not enough to be fast, you also need to be smart. Enhance your customer interactions with advanced Offers Filtering Rules. Quickly guide agents to the most relevant offers, streamlining their decision-making process. For instance, when a customer intends to cancel an annual subscription, you can define the set of next best cancel/save offers. Provide a personalized touch with our smart, scenario-based filtering.
Comprehensive Timeline
Unlock the full story of your subscriber's journey with our visual timeline feature in Limio for Salesforce. View every interaction, change, and milestones at a glance to better understand and manage their subscription experience. Timeline displays all subscriber information in chronological order with relevant details like product, offer, amount, and dates.
Support for Payment Gateways and Customer Management Solutions
Limio for Salesforce offers integration with payment gateways supported by your Billing provider and supports external DTMF and IVR solutions, providing a complete and rapid customer management experience.
Top actions
Explore the features for your agents
New Orders
Single subscription purchases, one-offs, add-ons, bundles are all supported for purchases
Cancel
Process a cancel end of term, immediately, with a full refund, or anything in between
Cancel/Save with Offers
Surface personalised retention offers for agents to pick
Cancel/Save with Credit
Generate a credit to retain the subscriber
Switch (Upgrade / Downgrade)
Seamlessly change the subscription of the customer
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
Renewal
Only offer cancellation experiences in some countries, even down to the region, state or city
