Vindicia CashBox for Salesforce Data Sheet
vindicia.com
Vindicia CashBox for Salesforce
Vindicia provides two native force...
Vindicia CashBox for Salesforce Data Sheet
US Headquarters
Vindicia, Inc.
303 Twin Dolphin Drive, Ste. 200
Redwood City, C...
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Vindicia CashBox for Salesforce - Salesforce Billing Solutions

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Vindicia provides two applications for Salesforce - Vindicia CashBox Reporting for Salesforce and CashBox for Salesforce.
Cashbox Reporting for Salesforce enables to view data through Salesforce and enables the users to update customer information, view one-time purchase and subscription transactions. These data is useful in making critical decisions.
Cashbox for Salesforce gives the ability to quote a customer, use a promotion code, update customer account information and automate the billing process within the Salesforce application.
Learn more: https://www.vindicia.com/products/cashbox-salesforce/

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Vindicia CashBox for Salesforce - Salesforce Billing Solutions

  1. 1. Vindicia CashBox for Salesforce Data Sheet vindicia.com Vindicia CashBox for Salesforce Vindicia provides two native force.com applications, Vindicia® CashBox® Reporting for Salesforce and CashBox for Salesforce. Clients of both Vindicia and salesforce.com can access these applications via the Appexchange. CashBox Reporting for Salesforce CashBox Reporting for Salesforce gives our clients the ability to view their data through Salesforce. By combining data processed through both CashBox and Salesforce, business leaders use the analytics capabilities within Salesforce to make critical decisions that impact their customers. Additionally, this data will be available within the different opportunity and account levels inside Salesforce. This application gives the user the ability to view and update customer information, view transaction details both subscriptions and one-time purchases, review current product catalog, verify next subscription payment dates. Benefits 3 CashBox data natively in Salesforce 3 Powerful dashboards and reporting 3 Review customer data in one location 3 View products and entitlements CashBox for Salesforce CashBox for Salesforce builds on the reporting application to encompass greater capabilities. With CashBox for Salesforce you will have the full ability to quote a customer, create a billing plan, use a promotion code, and automate the billing process within the Salesforce application. You will be able to update customer account information which will sync automatically with the CashBox platform. Furthermore, you will be able to upgrade, downgrade, sidegrade, cross sell, or create one time add-on purchases allowing your customer service representatives to generate more revenue and increase customer satisfaction. Benefits 3 Full Quote to Cash abilities 3 PCI compliant virtual terminal 3 Create and modify customer data with two-way sync 3 Leverage CashBox benefits inside Salesforce Features of CashBox Reporting for Salesforce Manage customer information: 3 Update billing and mailing addresses 3 Update email addresses 3 Verify current payment information View current product catalog and offers including: 3 Types of subscriptions 3 One-time purchases 3 Packaged and bundled deals Review purchase histories and associated entitlements of: 3 Subscriptions 3 One-time purchases 3 Product bundles Access future subscription payment dates
  2. 2. Vindicia CashBox for Salesforce Data Sheet US Headquarters Vindicia, Inc. 303 Twin Dolphin Drive, Ste. 200 Redwood City, CA 94065-1424 P +1 650 264 4700 F +1 650 264 4701 vindicia.com/contact UK / European Headquarters 26-28 Hammersmith Grove London W6 7BA P +44 (0) 208 834 1050 F +44 (0) 208 834 1100 vindicia.com/contact About Vindicia Vindicia, the true leader in enterprise-class subscription billing, was recently ranked the Number One billing software solution on the market by Billing Software.com. Vindicia takes subscription billing to new levels. Vindicia CashBox combines cutting edge customer acquisition methods with advanced customer retention technologies, while maintaining unmatched scalability and 99.99% up-time. Vindicia has processed more than $6 billion globally and generates over $90 million in annual incremental revenue for clients. Our clients include TransUnion Interactive, Intuit, Activision Blizzard, IAC, Bloomberg, Vimeo and Next Issue Media. To learn more, visit www.vindicia.com, connect with us on Twitter (@vindicia), Facebook, LinkedIn or read the blog at blog.vindicia.com. Copyright © 2014 Vindicia, Inc. All rights reserved. Vindicia, the Vindicia logo, Vindicia CashBox and the designated trademarks herein are trademarks of Vindicia, Inc. in the U.S. and/or other countries. All other brands or product names are the trademarks or registered trademarks of their respective holders. 0114 vindicia.com Additional Features with CashBox for Salesforce 3 Full quote to cash management within Salesforce 3 Facilitate new customers and new purchases with the fully PCI compliant virtual terminal linked securely within CashBox 3 Create product offerings, bundles or modify current customers purchases with on-the-fly customization of prices controlled by robust permission/approval suitable for any Salesforce workflow and role structure 3 Support Salesforce quotes and third-party quoting that uses standard Salesforce objects like “Opportunity” 3 Create quotes that include promotions, coupons, current marketing campaigns and sales or VAT tax 3 Update, add, and manage payment methods in a PCI compliant manner 3 Automatic scheduled syncs with CashBox data

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