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Seeking Pilot Participants: Looking for 25 Nonprofit Customers to review Salesforce’s new Billing Portal

 

What’s happening

The Salesforce Credit and Collections team is building out a no-login-needed Billing portal to allow customers to self-serve without needing to go through Customer Service or Collector Support. NOTE: this is a Salesforce-wide pilot about the billing portal (not specific to the Power of Us Program portal, just to clarify!). Customers from all different industries are being asked to provide feedback, including Nonprofit :) 

 

Time Commitment

  • The pilot will run for one month: October 2024.
  • It will require 30 mins up to 3 hours total for the pilot.
  • Each customer involved will be sent an email of the details of the pilot and communication will be done through email for now.

Eligibility

  • 25 Nonprofit Customers
  • No partners (might need your review later so stay tuned!)

Interested in participating?

  • This is completely optional! 
  • If you're interested in participating in the pilot, please send me a direct message with the info below and I will compile a list and relay this to the Project Managers on the pilot project who will contact you directly.
  • When you DM me, please provide the following information:
    • Account Number
    • Billing Contact
    • Billing Contact Email

Questions? Let us know! cc. @Steven Buller @Veronica Angeles

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