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>


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>

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>

Applying Recurring Coupons to Mid-Period Allocations

Providing enticing offers and discounts to your customers can help build long-term relationships for your business. We are excited to launch new functionality around coupons and discounting that increases flexibility in how you manage your coupons, discounts, and promotions with Chargify!

You now have the option of whether recurring coupons should apply to mid-period invoices when an allocation changes for the following components:

  • On/Off Components
  • Quantity-Based Components

Previously, these "mid-period allocations" would automatically apply any recurring coupons. Merchants who use recurring flat dollar amount coupons will find this feature useful since they typically will not want the coupon to be applied more than a certain number of uses. Further, for use cases that are less common, merchants will also be able to have their percentage-based recurring coupons not apply to mid-period allocations.

For more information on applying recurring coupons, see our documentation here>

HubSpot: Multi-Currency Support

We launched our HubSpot integration (beta) a few weeks ago, creating a seamless experience for your customer-facing teams to manage prospects, create deals from your Chargify product catalog, and automatically activate new subscriptions. Today we are excited to announce support for multiple currencies in each HubSpot account.

When configuring your HubSpot account, you can now enable any HubSpot supported currency, mirroring your Chargify setup. Once configured each deal is configurable with any of the enabled currencies and currency conversion is handled per the configuration settings in Chargify. 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>

Salesforce: Creating and Downgrading Opportunities

Having a variety of flexible options when configuring your settings for your Salesforce integration is great and what's even better is being able to choose which ones you turn on/off. Because of this we are excited to announce our latest enhancement to the Salesforce integration, allowing you to enable an "Upgrade/Downgrade Oppty Amount Difference". 

Understanding not all of our customers manage their sales process the same, this new configuration setting will calculate the values on the opportunity based off the value of the original subscription to what it will be now (via upgrading or downgrading the subscription). There are 3 types of proration that will be available when upgrading/downgrading a subscription on an opportunity: 

  • If “Preserve Period” is selected,  the normal next billing date will be respected;
  • If “Include Trial” is selected, the new products trial will be included on the subscription;
  • If “Include Initial” is selected, the setup fee will be included at the time of Upgrade/Downgrade

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

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