PROFESSIONAL SERVICES AUTOMATION
PSA
Turn Salesforce wins into successful delivery.
Your sales team has won the opportunity. Now delivery needs the scope, commitments and customer context behind it. CloudOffix connects Salesforce to project execution, resource planning and AI-assisted reporting, so the work can move forward without starting again.
Start projects from Salesforce
Create a CloudOffix project when an opportunity reaches the agreed stage. Carry over products, quantities and opportunity references, and apply the right project template.
Give delivery the full picture
Bring tasks, milestones, resources and collaboration into the project. Use AI-assisted handover summaries and project analysis to keep teams informed.
Connect delivery to financial visibility
Tailor project fields and business rules for planned and actual costs, margins and revenue tracking, using the operational records that matter to your business.
SUBSCRIPTION & REVENUE OPERATIONS
Billing & Payment
Make every active contract ready for billing.
Bring the commercial agreement and the billing operation together. CloudOffix turns Salesforce contract activation into a subscription and recurring billing workflow, with customer self-service and payment status connected to the same lifecycle.
Create the subscription automatically
Use the active Salesforce contract to create the CloudOffix subscription and its billing schedule. Keep related identifiers connected across both systems.
Orchestrate billing and collection
Generate recurring invoices and connect ACH collection through Stripe. Give your teams visibility into invoice, payment and synchronization status.
Handle the changes that happen in real life
Manage upgrades and mid-cycle proration, stop future billing on cancellation, and make integration failures traceable with monitoring and retry.
CUSTOMER SELF-SERVICE
Portal Solutions
Give customers a direct connection to their account.
Keep Salesforce at the center of your commercial relationships while CloudOffix gives customers a self-service entry point into the operations around them. Start with a billing portal that makes subscription, invoice and payment information easier to access.
Make account information accessible
Let customers view their subscriptions, billing schedules, invoices and payment history through the customer billing portal.
Reduce routine billing requests
Enable invoice PDF downloads and payment method management, so customers can complete everyday billing tasks themselves.
Shape the portal around your workflow
Define the customer information, access requirements and Salesforce touchpoints needed for your portal. Scope extensions around the services your business delivers.
CONNECTED EVENT OPERATIONS
Event Management
Connect the event to the relationship around it.
For Salesforce users, an event should be part of a continuing customer journey. CloudOffix can be configured to connect event operations with audience context and follow-up, shaping the workflow around your event format and business goals.
Start with your Salesforce audience
Define which contact and account information should support invitations and event communications, and how it should flow between systems.
Bring the event journey into one workflow
Map registration, participation and operational tasks into a tailored CloudOffix process, with the records and responsibilities your team needs.
Plan what happens after the event
Define how participation and follow-up outcomes should inform Salesforce records, so sales and relationship teams can continue the conversation.
COMMUNITY & RELATIONSHIP OPERATIONS
Community Management
Turn community relationships into connected experiences.
Your community brings together people, organizations and ongoing interactions. For teams using Salesforce, CloudOffix offers a flexible foundation to design community operations around that relationship context and the way your community creates value.
Connect people with their organizations
Define how community participants relate to Salesforce contacts and accounts, and which information should be shared across your workflows.
Design the engagement journey
Shape the processes your community needs, from onboarding and communications to activities and follow-up, with clear ownership across your team.
Keep engagement connected to the next action
Define which community interactions matter to your relationship teams and how those signals should inform Salesforce follow-up.
MEMBERSHIP LIFECYCLE
Membership Management
Keep every membership connected to its agreement.
Salesforce manages the commercial relationship. CloudOffix connects the membership subscription, billing and self-service operations that follow. Keep activation, plan changes and cancellation aligned with the agreement throughout the member lifecycle.
Activate membership from the contract
Create the corresponding subscription when the Salesforce contract becomes active, reducing repeated data entry and helping prevent duplicate subscriptions.
Give teams and members a clear view
Track subscription and billing status while members access their subscription details, invoices and payment history through the portal.
Keep plan changes and billing aligned
Manage upgrades and mid-cycle proration, and connect contract cancellation to subscription cancellation and the end of future billing.
CUSTOMER SUCCESS & ACCOUNT GROWTH
Customer Success
Keep customer momentum going after the sale.
Delivery is one chapter in the customer relationship. CloudOffix connects project and service context with customer success and account growth, helping Salesforce users carry what they learn through delivery into the next stage of the relationship.
Continue with the context you already have
Bring customer information from delivery and connected systems into a broader customer view, so success teams can build on the work already done.
Connect success with account growth
Structure the customer success and growth lifecycle around your customers, with follow-up informed by their operational context.
Bring the next opportunity back to sales
Send new upsell and cross-sell opportunities back to Salesforce through the configured integration, keeping sales and customer success connected.