Salesforce Subscription Management Demo | Automate Renewals & Billing & Expansions

Описание: Watch a full 44-minute walkthrough of Salesforce Subscription Management done right — all 100% natively in Salesforce, with no Zuora, no Salesforce Billing add-on SKU, and no middleware. In this Summer 2025 deep dive, Kugamon walks Salesforce admins, RevOps leaders, and finance teams through the Kugamon Subscription Management: how Subscriptions, Contracts, Assets, Invoices, and Renewal Opportunities are auto-generated on Order Release, how recurring billing runs without bolt-ons, and how Expansion and Renewal sales close the entire Lead-to-Revenue and Lead-to-Renewal loop inside Salesforce.

🎯 What you'll see in this demo:
✅ Quote creation and quote management for subscription deals (multi-quote, primary quote, full versioning)
✅ Order creation and order management — Draft → Sent → Approved → Released
✅ Order Release engine spinning up Contracts, Assets, Subscriptions, and Renewal Opportunities automatically
✅ Renewable vs. Trackable products — controlled at the line-item or product level
✅ Automated Renewal Opportunity creation + Renewal Order generation via scheduled batch
✅ Automated Renewal Notice Emails with configurable price uplifts
✅ Contract roll-ups: ARR, MRR, TCV, total subscription count and quantity, start/end dates
✅ Invoice generation from orders, recurring invoice scheduling, multi-currency invoicing, account balance roll-ups
✅ Expansion (Add-On) sales mid-term and Renewal record types
✅ Multi-active-contract support and contract-extension-on-renewal — both configurable

💡 Who this is for: Founders and CEOs of subscription businesses evaluating native Salesforce subscription billing, RevOps and Sales Ops leaders who've outgrown Excel + spreadsheets for renewals, Salesforce admins comparing Kugamon vs. Salesforce CPQ + Billing vs. Zuora vs. Subskribe, and CFOs / finance leaders who want ARR, MRR, and TCV roll-ups living inside Salesforce.

🚀 Why Kugamon for Subscriptions? Kugamon is the #1-rated Subscription Management and Subscription Billing app on the Salesforce AppExchange — used by 150+ companies and in production since 2009. It's 100% Salesforce-native: Subscriptions, Contracts, Assets, Invoices, Payments, and Renewal Opportunities are all native Salesforce objects — not a separate database, not a middleware sync, not an external billing platform. Configure, price, quote, sign, order, bill, collect, and renew — all in Salesforce.

📊 The numbers behind the demo: 100% Salesforce-native — every object in this demo is a real Salesforce object Agentforce can read on day one • ¼ the licensing cost of Salesforce Revenue Cloud Advanced ($65/user/mo vs. $200/user/mo) • 4–8 week deployments — vs. 9–18 months for Revenue Cloud Advanced • 1+ major release per month — this demo is Summer 2025; the platform has shipped continuously since • Native ARR / MRR / TCV roll-ups feeding Salesforce reports, dashboards, and forecasting

⏱ Chapters
0:00 Intro — Salesforce Subscription Management done right
2:00 Product Configuration upgrades for subscription products
6:00 Creating a Subscription Quote — multi-quote, primary quote, versioning
12:00 Order creation and order management
17:00 Order Release — Contract, Asset, Subscription, Renewal Opportunity auto-created
22:00 Renewable vs. Trackable products and Asset tracking
26:00 Invoice generation, recurring invoice schedules, multi-currency
30:00 Subscription roll-ups — ARR, MRR, TCV inside Salesforce reports
34:00 Expansion sales, mid-term adjustments
38:00 Renewal Opportunities, Renewal Orders, and Renewal Notice Emails
42:00 Multi-active-contract handling + contract extension
44:00 Where to start — Test Drive on AppExchange

🆓 Try it yourself:
• Free Test Drive on AppExchange (no sales call) → https://kuga.co/revops-appex
• Side-by-side cost comparison + ROI calculator (Kugamon vs. Salesforce RCA, Conga, DealHub, Nue) → https://transition.kugamon.com
• Book a guided subscription billing demo → [email protected]

🔔 Subscribe for weekly Salesforce CPQ, Quote-to-Cash, Subscription Management, and Subscription Billing walkthroughs, best practices, and product updates: https://kuga.co/yt

📥 Resources:
• Kugamon RevOps on AppExchange: https://kuga.co/revops-appex
• Kugamon Account/Contact Sync on AppExchange: https://kuga.co/address-appex
• Migration site (from Salesforce CPQ, Conga, DealHub, Nue, Zuora): https://transition.kugamon.com
• Email newsletter: https://kuga.co/email
• Help center: http://help.kugamon.com

💬 Talk to us:
• Sales / demo: [email protected]
• Customer support: [email protected]

🌐 Follow Kugamon:
• Website: https://kugamon.com
• LinkedIn:   / kugamon  
• X (Twitter):   / kugamon  

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