Encore
Renewals, subscriptions, invoices & billing for Salesforce
Renewals, subscriptions, invoices & billing for Salesforce
Automate renewals and subscription billing with Encore. You can co-term add-on orders, up-sell, create quotes, generate invoices, and collect payment. Encore integrates smoothly into your existing Salesforce work flow and works with your existing opportunities and Salesforce data.
Process renewals, subscriptions & payments faster.
- Automatically create renewal quotes & opportunities
- Email quotes & invoices directly from Salesforce
- Intelligently track customer sales history
- Manage subscriptions and billing
- Process credit card payments from within Salesforce and accept online payments
- Encore is 100% native - your data stays entirely on Salesforce servers
Automatically get a complete sales history for every customer.
- Encore automatically creates a list of historical sales
- It's smart about creating the sales history - it combines and deletes items intelligently
- You can optionally set Encore to create standard Salesforce Asset objects for renewable/subscription products
Automatically or manually create renewal opportunities.
- Encore automatically create renewal opportunities based on your rules
- To manually create a new opportunity, use Encore's custom product and price screens by clicking the 'Manage Products' button
Quickly add products
- Encore intelligently presents you with the right products
- It combs through the sales history and only show products which are eligible for renewal
- You have the option to choose which Products you’d like to renew and the length of the renewal contract
Easily set prices
- Confirm or modify prices & discounts
- Accept prices & discounts based on historical values or manually adjust them
- The mass update feature applies prices & discounts to many products at once
- You can also fine tune prices & discounts individually from a single screen
Your opportunity has the right products and prices
- Encore incorporates your company's best practices to streamline your renewals flow
- Less time wasted sorting through account details
- Better accuracy of products, prices and terms
- Opportunities are correct whether you chose manual- or auto-create
- Your sales forecasts can include renewals and subscriptions
Encore automatically maintains your sales history.
- Encore updates quantities, expirations, and renewal dates
- You are always ready to quote a new renewal since your sales history is constantly up-to-date
