Salesforce Subscription Management

Salesforce Subscription Management helps you launch new subscription products quickly, enabling customers to self-serve via their own portal, all on one platform from cart-to-cash.

Launch and scale subscriptions fast on the Salesforce platform.


Sales reps can:

  • Empower customers to buy, upgrade, and renew  with self-service
  • Rescue and close deals faster with automated approvals
  • Improve customer experience by modernising order fulfilment

Revenue Ops

Revenue operations can:

  • Provide cross-team visibility into KPIs and customer data
  • Streamline complex subscription management workflows
  • Track recurring subscription revenue on one platform


Finance teams can:

  • Activate monetisation models like one-time or subscription products
  • Mitigate risk using AI intelligence for payment predictions
  • Unified billing to speed up cash collection and manage recurring revenue easily


Self-service portals
Allow customers to manage their own subscriptions, including upgrading, downgrading, or cancelling services.
Automated renewals
Automate subscription renewals and reminders, reducing churn and increasing revenue.
Unified billing
Automatically generate consolidated invoices — no matter the charge type, sales order, or payment schedule and apply the payment.
Subscription management
Manage customer subscriptions, including multiple subscription tiers, add-ons, and upgrades.
Headless design
Easily integrate with any front-end experience, giving you complete control over the user interface.
Integrate with other systems like CRM, ERP, and billing systems to streamline subscription management workflows.

How does Salesforce Subscription Management fit into your tech stack?

By leveraging Salesforce Subscription Management’s headless design, you can easily add subscription management functionality to any front-end experience, automating subscription management workflows, offering self-service buying and unified billing. 

With features like self-service portals, automated renewals, and deal management, you can optimise your subscription business to improve customer satisfaction and increase customer lifetime value. Speak to our team to find out more. 

Accelerate Progress

We've developed a Salesforce Subscription Management Accelerator to help you Go-to-Market faster, reducing your implementation time and cost to get started.

About PhiX Technologies

As a Salesforce Consulting and Implementation Partner with over 10 years of experience in the Quote-to-Cash market, we bring deep domain knowledge and commercial understanding to help you streamline your subscription workflows. When you work with us, you can trust that you are partnering with a team of experts who can help you launch new monetisation models simultaneously and get the most out of Salesforce Subscription Management.