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>