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Streamline Your Billing and Sales with Unified Data from Chargebee and Salesforce Integration
Merge Chargebee and Salesforce data streams into Improvado seamlessly.
Improvado normalizes raw data and channels it in your visualization platform
Get fresh and highly granular insights on your marketing efforts from custom dashboards
Chargebee is a subscription billing and revenue management platform designed to automate complex billing cycles, invoicing, and revenue recognition. It supports multiple payment gateways, handles dunning management, and complies with global tax regulations, making it ideal for SaaS companies and enterprises managing recurring revenue streams. With enterprises averaging 120+ martech tools, Chargebee integrates billing data seamlessly into broader marketing and sales workflows, ensuring accurate financial reporting across platforms.
One significant advantage of using Chargebee is its integration with Improvado, which consolidates billing and marketing data into unified dashboards. This integration reduces reporting time by 75%, enabling finance and marketing teams to analyze subscription metrics alongside campaign performance efficiently. The platform’s API-first architecture also allows customization to fit specific enterprise needs, supporting scalability and data-driven decision-making.
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Salesforce is a cloud-based customer relationship management (CRM) platform designed to help organizations streamline sales, service, and marketing efforts. It offers tools for managing customer data, automating workflows, and gaining insights through real-time analytics, improving decision-making and operational efficiency.
By integrating with Improvado, Salesforce handles unlimited data volumes with sub-second loading times, ensuring fast and reliable access to critical business metrics. This combination supports scalable growth and enhances the ability to respond quickly to market changes.
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The Chargebee + Salesforce dashboard offers a unified view of subscription data and customer interactions. It streamlines financial reporting and sales tracking into a single interface.
The integration connects Chargebee’s subscription billing platform with Salesforce’s CRM, enabling synchronized customer and subscription data for better sales and finance coordination.
Setup involves installing the Chargebee app from Salesforce AppExchange, configuring API credentials, and mapping subscription fields; technical assistance from platforms like Improvado can simplify this process.
This integration streamlines billing and sales workflows, improves revenue forecasting accuracy, and ensures real-time visibility into subscription metrics directly within Salesforce dashboards.
Data sync occurs via API calls that update customer, subscription, and payment details automatically; tools like Improvado can enhance data flow and reporting between the two systems.
Yes, the integration supports customization through Salesforce’s automation tools and Chargebee’s API, enabling tailored workflows to match specific business needs and reporting requirements.
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