Ease of use
Simplify your business process complexities with our seamless solutions.
Customer benefits
Achieve revenue growth with SAASTEPS®
Popular features
Solutions with everything you need
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Custom storefront
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User friendly design personalized just for your business needs
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Customer behavior analytics
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Automate marketing & administrative tasks
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Reliable scalability
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A solution that scales with your business growth
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Flexible price models
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Designed to handle complex pricing models with multiple frictionless payment options.
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Automatic payments
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Automate recurring payments for one-time payments or monthly/ yearly subscriptions.
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Protection + Security
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PCI & DSS compliant with fraud protection and risk management services.
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Configure
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Custom quotes, product catalogs, pricing flexibility, discounts, visual configurations.
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Manage
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Opportunity & pipeline, task/activity, territory & quota, quote & order, marketing campaigns, customer contracts & cases.
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Automate
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Approval workflow, personalized emails, scheduling, lead scoring, quotes & order, renewals, document generation
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Dunning management
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Automate payment reminders and renewals
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Customer retention
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Proactive engagement, self-service, and churn management
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Flexible billing support
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Flat, quantity, volume, tiered, or usage based
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Smart insight
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Sync your billing and payments data with your workflows to gain insights on your business growth, churn, and financial health
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Automatic reminders
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Automate your process for smarter and faster billing. Saving you time on manual data entry.
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Flexible billing
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Set up recurring billing profiles to charge customers automatically.
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Reduce revenue leakage
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Automate timely reminders and push reminders for renewal notices.
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360˚ customer insights
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Gain insight on a customer’s value & lifecycle
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Increase customer retention
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Personalize user experiences throughout their lifecycle.
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Increase customer retention
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Sync your billing and payments data with your workflows to gain insights on your business growth, churn, and financial health.
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Automatic payments + reminders
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Automate your process for smarter and faster billing. Saving you time on manual data entry.
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Reduce revenue leakage
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Set up recurring billing profiles to charge customers automatically.
Migration + Integration
Built on the Salesforce platform
SAASTEPS ® increases your efficiency with a full data migration or integration, into one platform.
Increase your productivity
Revenue lifecycle management made easy
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Securely Built
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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.
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Simple yet intuitive
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Standardize for ease of use
Decrease the time on ambiguity and guesswork to increase your productivity through our standardized process and intuitive designs.
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Modular for your growth
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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.
