- You can use insights from your Orb data to gain a more holistic view of account health, answering common questions about invoice totals or product usage.
- You can automatically provision or upgrade a contract or a subscription to keep your subscription and contract changes timely and efficient.
- You can amend contracts to represent the latest products and services a customer should receive as the result of an upsell.
- You can create custom Salesforce reports to analyze plan distribution, SKU revenue, and credit burndowns.
- CRM Integration: Sync usage and financial resources into Salesforce from Orb to help your sales team understand the comprehensive state of each account.
- CPQ Integration: Sales automation integration that uses Salesforce Flow to trigger actions in Orb so you can automate provisioning and quote-to-cash workflows.