Subscription Lifecycle Management

Capture subscription market share across your B2B and B2C markets by using configurable promotions and new B2C cart-based features. Make sure that the best offers reach the right customers by applying tailored promotions and manual coupons directly in the configurator or Sales Transaction Line Editor. Provide anonymous shoppers with an API-first cart-to-asset experience to capitalize on the growing subscription market.

  • Close Deals Faster with Configurable Promotions and Coupons
    Give your sales reps the flexibility to apply tailored promotions and manual coupons directly within the configurator or Sales Transaction Line Editor. You can easily define eligibility and duration to make sure that the best offers reach the right customers. Apply promotions directly to quotes, orders, amendments, and renewals. Promotions applied to a quote automatically carry over during order generation.
  • Capture Subscription Market Share with B2C Sales Features
    Capitalize on the growing subscription market by using a cart-based sales journey designed for residential and small business users. Increase your revenue by offering configurable promotions. The API-first cartto- asset experience provides a digital interface where anonymous shoppers can easily find, configure, and purchase products. Simply assign the Consumer Sales User permission set to grant your sales reps precise access to the required Connect REST APIs and objects.
  • Streamline Subscriber-Based Quoting and Ordering
    Align with subscriber business requirements by enabling the subscriber-based quoting and ordering settings. Boost sales rep efficiency by automating subscriber data entry, applying offers to subscriber groups, and generating multiple orders from a single quote. Streamline your quoting and ordering workflows by enabling sales reps to add subscriber data through automated CSV file uploads or manual entry quickly. Assign products to the entire subscriber selections simultaneously from the product catalog page. Boost performance by applying offers to subscriber groups in a single representation. This capability removes the requirement to clone offers for every individual subscriber. Increase efficiency by automating the creation of multiple orders from a single quote. Use specific criteria like subscribers, fields, or group to make sure that every transaction is accurate and tailored to your business.
  • Apply Promotions to Cart in Consumer Sales to Boost Sales
    Boost sales by integrating Global Promotions Management (GPM) with the consumer sales API suite. Easily configure promotion details, including type, duration, and eligibility, and add coupons for manual promotions. This enhancement provides consistent promotion and discount details from the cart through to the finalized order and asset during assetization. Your sales team has the flexibility to close every deal with the best offer.
  • Manage Quotes and Orders with the Enhanced Line Editor
    Improve visibility with the streamlined, single-grid layout and the clean, spreadsheet-like interface in the Sales Transaction Line Editor. Sales reps can filter and sort quote and order lines, and use a side panel to view details and apply promotions. If you’ve implemented the configuration for the line editor before Summer '26, we recommend by using the Sales Transaction Line Editor on the quote and order record page.