a month ago
Sync Orb Data to Salesforce with the CRM integration
You can sync Orb data back into Salesforce using Orb's CRM integration. Syncing Orb data back into Salesforce can empower your sales and customer-facing teams to gain a more holistic view of account health by giving them insights into Customers, Plans, Invoices and Subscriptions.
They can use it to quickly answer questions directly from Salesforce, such as:
- What’s included in my customer’s current subscription? What products are they using?
- What invoices has my customer received? How do those invoices differ month over month?
- Has there been an increase in usage for this account recently that might motivate an upsell conversation? Or a decrease that could indicate a churn risk?
- What is my customer’s usage in the current month?
- How does my customer’s credit usage compare to their pre-purchase commitment?
Learn more about the integration here. If the integration is included in your plan, head over to Settings and click on the new Integrations tab to set up the integration in just a few clicks.