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>

New Default Payment Profiles

Maintaining great relationships with your end customers oftentimes starts out with the way you bill them. By utilizing online and public invoices through Chargify, you can provide a seamless experience for your end customer to pay you. As many of you already take advantage of this feature, your customers can access their invoice online from an automated email or from your team by copying the link from the Chargify interface under "More Options" when viewing the invoice. 

We are excited to announce a new feature to the UI of these public invoices! Your customers now have the option to save their Credit Card by making it their default payment moving forward. This will prevent your customer from providing their credit card information the next time they pay their invoice, by selecting the one that is already on file. 

For more information on online and public invoices, 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>

Improvements to Product Catalog Navigation

Our Product Team has made some exciting new changes to Chargify's User Interface (UI) after collecting some feedback from our customer base! Although these changes are minor, the enhancements we made to the Product Catalog layout will look different than what you have been used to. 

We have now added pagination to the top of the Product Catalog to make it easier for you to navigate your product catalog across multiple pages, allowing you to scroll to the right page in your catalog. We have also added a 'Back' link to the Product, Component, and Coupon Details views such that after working with a particular product item, you are taken back to the same page in the catalog. 

This will make it easier to make several edits to products, components, and coupons in the same product family. For more information on managing products in Chargify, see our documentation 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>

Importing of Cancelled Subscriptions

Having the continuity with your historical data for your customers in a single system makes your life easier by providing "the big picture" on your subscriber base. Because of this, we are excited to announce that we have hit another milestone on our product roadmap to import your historical data into Chargify. 

You now have the ability to import cancelled subscriptions. Importing cancelled subscriptions can be done either through the UI with a CSV or via the API. Once imported, you will be able to see all of the historic cancelled subscriptions on the Subscriptions Page (Billing > Subscriptions)

For more information on the minimum requirements for creating cancelled subscriptions, see our documentation here>

For our API documentation on importing cancelled subscription, please click here>

Bluesnap: 3DS Now Available

We understand you require a winning combination of enterprise-grade security to protect your customers and proven reliability to keep your recurring billing running smoothly. Because of this, we are very excited to announce the latest development in 3DS 2 with our Bluesnap integration! 

3‑D Secure (3DS) is an advanced authentication solution implemented to reduce eCommerce fraud by verifying a cardholder’s identity in real time. Each of the major card brands has a 3‑D Secure offering. This will allow for a more seamless integration with merchants’ e-commerce customer experiences.

For more information on 3DS with Bluesnap, see our documentation here>

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