Limio for Salesforce, the subscription commerce app for customer services & success team

Limio for Salesforce lives in Salesforce and connects to Limio Commerce, itself deeply integrated with Zuora Billing and Zuora 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.

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.

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.

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.

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.

Limio for Salesforce offers integration with payment gateways supported by Zuora Payments and supports external DTMF and IVR solutions, providing a complete and rapid customer management experience​​.