Subscription upgrades and downgrades
Customer-facing
Billing & Payments
Capabilities
Backend execution
Integrations
Stripe
Salesforce
Problem
Plan change requests require agents to check the customer's current tier, confirm what theywant, calculate prorated charges, make the change in the billing system, update the CRM, andconfirm. It's repetitive and touches multiple systems every time.
How fullview Solves it
1
Customer
Requests a plan change via chat or email
2
Fullview AI
Pulls the customer's current plan, usage, and billing details
3
Fullview AI
Explains available options and any prorated charges
4
Fullview Executes action
Processes the plan change in Stripe
5
Fullview Executes action
Updates the customer record in Salesforce
6
Fullview AI
Confirms the change and new billing details to the customer
Result
Plan changes complete in under 2 minutes with zero manual work. Billing and CRM stayperfectly in sync.
How fullview Solves it