Limio for Salesforce helps you power omnichannel commerce experiences, integrated bidirectionally with Zuora
Make it easy and seamless to subscribe and make changes across your online and offline channels
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.
Explore the features for your agents
Single subscription purchases, one-offs, add-ons, bundles are all supported for purchases
Process a cancel end of term, immediately, with a full refund, or anything in between
Surface personalised retention offers for agents to pick
Generate a credit to retain the subscriber
Seamlessly change the subscription of the customer
Generate a goodwill refund when required
Change a delivery address on the fly
Update the payment method of a customers
Only offer cancellation experiences in some countries, even down to the region, state or city
Connect Limio Commerce and Zuora
Limio Commerce integrates with Zuora Catalog and Subscriptions
Install Limio for Salesforce
Limio for Salesforce pulls Limio Commerce Offers and Subscriptions
Send Orders to Limio
Limio for Salesforce pushes all orders and changes into Limio Commerce
Send Orders to Zuora
Limio Commerce updates Zuora with all the relevant information
Learn more on the AppExchange >
Innovate42 Ltd, trading as Limio, company number 10653083. Limio® is a registered trademark in the UK, EU and US. Our registered office is: Unit 13.1.1 The Leather Market, Weston Street, London, England, SE1 3ER