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Bijection for Sales

One account record. Not six tabs.

CRM, billing, support and usage in one account your reps and agents can act on.

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A rep preparing for a renewal opens Salesforce, then Stripe for invoices, then Zendesk for open cases, then a dashboard for usage. Each one knows part of the account, and none of them agree on what the account is.

Bijection syncs those systems into one account record your team defines in code: contracts, invoices, cases and usage, linked to the same customer. Reps, managers and agents work from that record, every change goes through the same rules, and each update is written back to the system it belongs to.

  • Renewal preparation

    Starts: 90 days before a contract ends

    1. Pull the account’s usage trend, open cases and unpaid invoices.
    2. An agent drafts the renewal brief.
    3. The account owner reviews it.
    4. The renewal opportunity is updated in Salesforce.

  • Discount approval

    Starts: A quote goes past your discount threshold

    1. The quote is held.
    2. The approver sees the account’s payment history and open cases next to the request.
    3. Approved quotes go back to the CRM; rejected ones return to the rep with the reason.

  • Territory changes

    Starts: A manager proposes new territories

    1. Preview which accounts, deals and renewals move.
    2. Try the change on a branch.
    3. Apply it as one reviewed change, and owners update in Salesforce.

  • Lead routing

    Starts: A new lead arrives in HubSpot

    1. Match it to an existing account by its domain.
    2. Route it to the account owner, or by territory if there is none.
    3. The assignment is written back to the CRM.

  • Unpaid invoices

    Starts: An invoice is 30 days overdue in Stripe

    1. Show the account owner the invoice, open cases and usage.
    2. The owner chooses to chase, pause or escalate.
    3. The decision is recorded on the account.

  • Weekly forecast

    Starts: Every Monday morning

    1. Roll up open deals by stage and close date.
    2. Each figure links to the deals behind it.
    3. Managers adjust their call, and the change is recorded.