The Ultimate eCommerce Subscription Cheat Sheet is Live! Click to learn more
Brightback is now Chargebee Retention!
Salesforce
Overview
Salesforce is the gold standard in customer relationship management software, and connecting Salesforce with Brightback drives a world class customer experience beyond the point of cancellation. Pull in customer data from Salesforce fields to personalize your customer’s cancel experience based on who your customer is, and what’s most likely to get them to stay. Show customers tailored messages and custom offers based on their account size, location, plan type and more.
What you can do
- Use Salesforce data to personalize customer’s cancel experience
- oAuth integration connects to Salesforce in a few clicks
- Filter reports by experiences defined with Salesforce data
- Integrate with Brightback Experiences and Brightback Insights
Connect your Salesforce account
In just a few clicks, you can integrate Brightback and Salesforce to give your customers exactly what they need.
Choose and map field data
Select the fields that matter to you, so you can segment customers, personalize cancel experiences and view useful reports.
Personalize the cancel experience
Show customers tailored messages and custom offers based on their account size, location, plan type and more.
Visualize your data
Collect cancellation data into one dashboard where you can see insights, run reporting and export data sets.
