Metronome's out-of-the-box Salesforce integration allows you to easily link Metronome data to existing accounts in Salesforce. This integration gives customer-facing teams up-to-date data to turn self-serve customers into sales opportunities, drive upsell and cross-sell conversations, and understand customer engagement and adoption.
To set up a Salesforce integration, please contact your Metronome representative.
After installing the integration into your Salesforce environment, the following customer data is updated each day:
- Finalized invoices
- Current draft invoice
- Current and historical plan(s)
- Daily usage by billable metric
- Credit grants and remaining balances
Integrate with your existing sales process
Send your contracts directly to Metronome and provision customer plans using Metronome and Salesforce Flow.