What is Limio for Salesforce Managed Package
As you may know already, Limio is the Omnichannel Commerce Platform. We focus on helping businesses to sell subscription across all their go-to-market channels.
The Limio for Salesforce is where online meets offline. Where the online shop and self-service meets the sales and customer service teams. It’s an application that lives in Salesforce which helps Sales Representatives and Customer Service Agents to create quotes and orders across the subscription lifecycle. The Limio for Salesforce is a managed package available on the AppExchange and is an add on to our main application (Limio Omnichannel Commerce Platform).
What can Limio for Salesforce do?
Limio for Salesforce empowers sales and contact centre agents to swiftly manage quotes, orders and subscriptions right within Salesforce. Agents can effortlessly handle tasks such as new quotes, orders, upgrades, downgrades, cancellations, savings, and payment changes, mirroring the speed of online customer interactions.
Core capabilities include:
Native omnichannel commerce, Limio for Salesforce is a native Salesforce application that lets agents start orders in Salesforce and let customers finish them online, or start online and complete in Salesforce, while leveraging the security and scalability of the Salesforce platform, PCI DSS and GDPR compliance.
Offer Selector, immediate access to the Limio product and offers catalogue from within Salesforce, offers can be filtered and scoped for the scenario the agent is handling, and specific offers or add ons can be made sales only.
Smart offer filtering and next best offers, define filters and rules so the most relevant retention or upsell offers are surfaced automatically in cancel or downgrade flows, improving retention and conversion during live calls.
Subscriber timeline and subscription management, a single view of subscriber history for agents, plus an out of the box manage subscriptions experience to see and act on subscriptions, payments and addresses, agents can filter the timeline and jump to relevant actions quickly.
Restrictable agent actions and permission rules, create rules and flows that limit which subscription actions an agent may perform depending on subscription attributes, offer type, or permission set, to reduce errors and enforce policy.
Payments, wallets, DTMF and IVR, native support for payment gateways and saved payment wallets, plus seamless handoff to PCI compliant IVR or DTMF solutions for contact centre card capture, agents can reuse wallet payments to speed change and refund workflows.
Real time operational feedback, agents see whether orders and subscription changes have succeeded across payments, billing, entitlement and fulfilment systems, avoiding guesswork by reflecting live status between Salesforce and Limio Commerce, billing previews surface proration and credits from billing systems such as Zuora.
Admin friendly flows and extensibility, build and customise agent workflows with Salesforce Lightning Flows and LWCs, extend behaviour with Limio custom components, the Limio API, SDK and webhooks, and use Limio CPQ to create quotes and process sales assisted orders.
Operational tooling and platform benefits, features include abandoned basket views for agents, on the fly checkout links, refund management, frequent seamless releases, easy install in any Salesforce environment and optional implementation and premium support.
Would you like this formatted as a one page datasheet, a single paragraph for the AppExchange listing, or slide friendly copy?
How is Limio for Salesforce deployed?
The Limio for Salesforce App in available in the and can be installed from there. Limio for Salesforce is a series of native Salesforce Flows and Salesforce Lightning Web Components that can be customised to embed business logic, so while you can benefit from rich commerce functionalities, you can also customise them with your own validation rules and enrich Flows with your own data.
Limio for Salesforce Flows are fully native to Salesforce, enabling you to fully customise the user interface using Salesforce's Page Builder and to deploy the logic on whichever Salesforce records you wish to use, whether it's Opportunity, Case, Accounts, via an Action Bar, Tabs etc... This ensures a consistent, white-label experience for your agents.
What if I have Salesforce but already have an application for my agents, such as Zuora CPQ or Salesforce CPQ?
Limio can work with other Salesforce applications, as long as they are directly integrated into Zuora. The application must push orders into Zuora and Limio will then rely on the to sync information back into Limio.
If you want to learn more, please contact us at
---
Last updated
Was this helpful?