Gain a 360 view of your customers billing on Salesforce
Running your billing on Salesforce will enable your organisation to have a complete view of your customers on the Salesforce platform. Your business will be able to accurately and quickly Invoice customers based on their Sales Order data, automating and validating the front to back end process ensuring Billing Documents are generated and sent as soon as possible.
With your billing data available on platform, you gain a ‘Lead’ to ‘Cash’ view of your customers. This allows you to better serve customers and identify potential opportunities.
Management can track expected vs actual revenue coming into the business and identify upcoming cash flow issues using a single platform.
Salesforce billing solutions can support a combination of:
- Recurring Billing
- One-time Billing
- Usage/Consumption Billing
- Milestone/Scheduled Billing