HubSpot: New Subscription Details Link & Enhancements to Coupons and Setup Fees

Since the launch of our native HubSpot integration earlier this year, our beta users have provided valuable feedback leading to several updates over the past few weeks. Our latest enhancements are around Subscription record details and redesigning Coupon and Setup fees. 

You are now able to view Subscription Details in HubSpot and link from the Subscription details to the Subscription UI in Chargify from any Subscription record. In addition, Coupons and Setup Fees have also been redesigned, allowing for a more seamless workflow with HubSpot Quotes. Chargify custom fields are now selectable on HubSpot Deals and Contracts. 

We look forward to continuing to evolve our native integration to meet your business needs. If you are interested in this integration, please email us at support@chargify.com or contact your Chargify Customer Success Manager.

For more information on our HubSpot integration, see our documentation here>

Chargify Business Intelligence: Dashboard Creator

On May 4th, we released Chargify Business Intelligence (BI), providing our customers with the most powerful reporting and analytics tool seen in the recurring billing space. We will continue to bring you frequent updates on the robust functionality BI offers you and your team. This week, we are talking about the Dashboard Creator, a tool that allows you to build interactive dashboards using your saved metrics.

The Dashboard Creator enables you to create custom dashboards and securely share them with key stakeholders. To help you get started, Chargify Business Intelligence provides 7 out-of-the-box dashboards tailored by user (e.g. Executive, Finance, Customer Success). These dashboards can be cloned and customized to align with your organization's reporting framework.

Interested in getting access to Chargify Business Intelligence? Please reach out to your Customer Success Manager or support@chargify.com.

For more information on Chargify Business Intelligence Dashboards, see our documentation here>

Salesforce: Lead Generated from Trial Subscriptions

Your success as a company is heavily dependent on a strong and effective sales pipeline. Managing and capturing the most up-to-date information on your trialing subscribers can become difficult, oftentimes leading to misplaced or duplicated contact and account information. To help prevent these hiccups for your sales organization, we are excited to announce our latest enhancement to our Salesforce integration!

Your trialing subscription data from Chargify can seamlessly integrate with your Salesforce environment, allowing for your trial subscriptions to create or match to an existing lead in Salesforce. This will give your sales team the most up-to-date information on their prospects and existing customers currently on a trial subscription. 

Your sales team will quickly see new customer signups that have not converted to an active subscription. Additionally, once the Chargify subscription moves to an active state, the Salesforce lead will automatically convert to an Account/Contact record. This parody of information between Chargify and Salesforce can save dozens of hours for your team by eliminating manual data entry and the extra communication needed to keep everyone up to date on those customers in the pipeline. 

For more information on our NextGen Salesforce integration, see our documentation here>

Chargify Business Intelligence: Explorer & Out-of-the-Box Metrics

Last week, we released Chargify Business Intelligence (BI), providing our customers with the most powerful reporting and analytics tool seen in the recurring billing space. To show you our excitement with our latest release, we will be bringing you frequent updates on the robust functionality BI offers you and your team. This week, we are talking about the Explorer, a tool that allows you to create, save, and manage custom metrics.

The Explorer enables you to perform flexible analysis on your Chargify data by creating metrics. Metrics run queries on your data based on selectable parameters and return a visualization of the query result. These metrics can be saved, easily added to a dashboard, and then securely shared with key stakeholders.

To help you get started, Chargify Business Intelligence offers 24 out-of-the-box metrics. Out-of-the-box metrics provide a baseline and can be cloned and customized for additional granularity. You can also create custom metrics from scratch. 

Interested in getting access to Chargify Business Intelligence? Please reach out to your Customer Success Manager or support@chargify.com

For more information on Chargify Business Intelligence Explorer, see our documentation here>

Chargify's Salesforce Quoting

Giving your customers a seamless buying experience starts with your sales team having the right tools at their disposal, especially in a system they’re so natively used to: Salesforce. As we continue to make enhancements to our Salesforce integration, we are excited to announce that we have added the ability to create quotes with versioning inside a subscription preview. 

This will allow for your team to negotiate pricing with your customers. In addition, Manager and Customer approval settings are also available to allow no interruption to your existing workflows. 

For more information on our Salesforce integration, see our documentation here>

Introducing Chargify Business Intelligence

Chargify Business Intelligence empowers your entire team to gain real-time, custom insights into any area of your product, application, or business. Powered by the same data engine backing Events-Based Billing, Chargify Business Intelligence brings an entirely new way to use tailored insights to advance your business. 

Build custom metrics to run granular analysis on your data, whether you’re tracking MRR movements, product adoption, or customer churn trends. Then, add relevant metrics to a dashboard with our drag-and-drop tool, and securely share your insights with anyone you choose. Finally, stream third party data in to Chargify Business Intelligence to get a single source of truth with a 360 degree view of your business.

Make solid, data-backed decisions more quickly than ever before. Now with Chargify Business Intelligence. Interested in getting access to Chargify Business Intelligence? Please reach out to your Customer Success Manager or support@chargify.com.

For more information on Chargify Business Intelligence, see our documentation here>

Chargify Business Intelligence coming May 4th | Register Today

The ability to make effective use of customer and application data will be the differentiator between businesses who win and those who are left behind. 

Chargify's newest feature will transform your untapped data into actionable insights for business growth. This is the first self-service analytics suite powerful enough to support your entire business, but simple enough for anyone to use—no data science degree required.

On May 4th (or 5th-dependent on region), we will be unveiling our latest product offering: Chargify Business Intelligence (BI)! Chargify BI provides intuitive analytics tools that enable you to create and share custom dashboards using data from Chargify and relevant third party sources*. 

Join us at our LIVE event where you will hear from Chargify's CEO, Paul Lynch, Chargify's CSO, Laith Dahiyat, and our special guest, Jenny Leman. Jenny is the President of CareerPlug, a power-user of Chargify, and an early adopter of Chargify BI. 

To register for this event, please click here>


*For more information on the availability of Chargify BI, please reach out to your Customer Success Manager or contact our Support Team by emailing support@chargify.com 

Salesforce: Populate Custom Fields in Subscription Wizard

Over the past several weeks we have made several enhancements to our native Salesforce integration thanks to feedback from our customers! As many of you have seen, we added the ability to activate all subscriptions on an opportunity record, upgrade/downgrade subscriptions via opportunities, and also extended Calendar Billing from Chargify into Salesforce allowing for the utmost flexibility in the way you manage and sell your subscriptions. 

Today we are excited to announce a new development with our integration by adding in custom fields to the Subscription Wizard. When creating a new subscription, you can update and/or edit your custom fields to provide additional data that is vital to your business and beneficial for your end customer to see. These custom fields provide an extra layer of information, beyond what is already provided in your product catalog. 

For more information on our Salesforce integration, see our documentation here>

Battery Ventures Leads Growth Investment of More Than $150 Million in Growing Subscription Management Sector

We are excited to announce a new growth-investment of $150 million, led by Battery Ventures, bringing together SaaSOptics and Chargify! This investment is the ultimate validation of all the hard work and effort of both the SaaSOptics and Chargify teams. We want to thank our loyal customers and partners, and we can't wait to share more details with you in the coming weeks. 

To read the full press release, please see here>

Salesforce: Calendar Billing

The way you bill your customers is essential to running your business. Many of our customers today take advantage of Chargify's built-in Calendar Billing functionality, allowing them to choose the specific day of the month their subscribers should be billed on, not the day they signed up for your product and/or service. For example, you may want all of your customers' subscriptions to renew on the first of the month. 

The goal with our CRM integrations is to mirror your Chargify environment as much as possible to provide your teams a seamless experience to sell and manage subscriptions. Because of this, we are excited to announce that we have extended Calendar Billing to our native Salesforce integration. When creating a Subscription via the Subscription Wizard, you can configure the subscription to be Calendar Billed on the specific day of the month you choose. 

For more information on how Calendar Billing works, see our documentation here>

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