One seamless platform for revenue management built on Salesforce Chat with us Revenue Lifecycle Management

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Popular features

Solutions with everything you need

  • Custom storefront
    Custom storefront

    User friendly design personalized just for your business needs

    Customer behavior analytics
    Customer behavior analytics

    Automate marketing & administrative tasks

    Reliable scalability
    Reliable scalability

    A solution that scales with your business growth

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    Flexible price models
    Flexible price models

    Designed to handle complex pricing models with multiple frictionless payment options.

    Automatic payments
    Automatic payments

    Automate recurring payments for one-time payments or monthly/ yearly subscriptions.

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    Protection + Security

    PCI & DSS compliant with fraud protection and risk management services.

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    Configure
    Configure

    Custom quotes, product catalogs, pricing flexibility, discounts, visual configurations.

    Manage
    Manage

    Opportunity & pipeline, task/activity, territory & quota, quote & order, marketing campaigns, customer contracts & cases.

    Automate
    Automate

    Approval workflow, personalized emails, scheduling, lead scoring, quotes & order, renewals, document generation

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    Dunning management
    Dunning management

    Automate payment reminders and renewals

    Customer Retention
    Customer retention

    Proactive engagement, self-service, and churn management

    Flexible Billing
    Flexible billing support

    Flat, quantity, volume, tiered, or usage based

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    Smart Insight
    Smart insight

    Sync your billing and payments data with your workflows to gain insights on your business growth, churn, and financial health

    Automatic Reminders
    Automatic reminders

    Automate your process for smarter and faster billing. Saving you time on manual data entry.

    Flexible Billing
    Flexible billing

    Set up recurring billing profiles to charge customers automatically.

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    Reduce revenue leakage
    Reduce revenue leakage

    Automate timely reminders and push reminders for renewal notices.

    360˚ customer insights
    360˚ customer insights

    Gain insight on a customer’s value & lifecycle

    Increase customer retention
    Increase customer retention

    Personalize user experiences throughout their lifecycle.

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    Increase customer retention
    Increase customer retention

    Sync your billing and payments data with your workflows to gain insights on your business growth, churn, and financial health.

    Automatic payments
    Automatic payments + reminders

    Automate your process for smarter and faster billing. Saving you time on manual data entry.

    Reduce revenue leakage
    Reduce revenue leakage

    Set up recurring billing profiles to charge customers automatically.

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    Migration + Integration

    Built on the Salesforce platform

    SAASTEPS ® increases your efficiency with a full data migration or integration, into one platform.

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    Increase your productivity

    Revenue lifecycle management made easy

    Securely Built

    100% Native to Salesforce + Lightning

    All of your data will be safe and secured in Salesforce servers. This also means no more disparate systems. You use one platform, one data model, and one administrator.

    100% Native to Salesforce + Lightning

    Simple yet intuitive

    Standardize for ease of use

    Decrease the time on ambiguity and guesswork to increase your productivity through our standardized process and intuitive designs.

    Simple yet intuitive

    Modular for your growth

    Solutions that scale

    Pay for what you need - when you need it, saving you thousands on operation costs. Accelerate your business growth using what you’ve saved on marketing and sales. Then, add more features as your business scales.

    Modular for your growth
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