Salesforce Billing

Salesforce Billing enables the seamless integration of your front and back-office functions, providing a comprehensive revenue workflow.

Automate billing workflows to minimize manual errors and operational costs, prevent revenue leakage, and enhance cash flow efficiency.

Sales

SALES REPS CAN:

 

  • Create accurate invoices efficiently from any location.
  • Establish a connection with the finance team to ensure a seamless handover.
  • Facilitate payment collection with a comprehensive 360-degree view of the customer.

RevOps

REVENUE OPERATIONS CAN:

 

  • Optimize Customer Lifetime Value through enhancement.
  • Monitor metrics to improve customer retention.
  • Utilize a unified platform for the Lead-to-Ledger process across departments.

Finance

FINANCE TEAMS CAN:

 

  • Speed up revenue recognition through the implementation of automation.
  • Automate payment allocation and streamline invoicing consolidation.
  • Reduce the time needed to conclude month-end processes.

KEY BENEFITS

Management of Subscription Billing

Automate recurring billing, including usage-based billing, proration, and flexible pricing.

Dunning management

Automate dunning and collections workflows by integrating notifications and payment reminders.

Invoice management

Streamline the production and management of invoices and credits with seamless proration. Enable automatic tax calculations on your orders for enhanced efficiency.

Payment management

Automate payment processing, encompassing credit card transactions, direct debits, wire transfers, and payment reconciliation.

Integration

Integrate a compliance tax management solution, e-invoicing, and leverage Salesforce Billing as an accounts receivable subledger seamlessly integrated into your ERP.

Revenue recognition

Elevate the revenue recognition process through automation, eliminating reliance on manual tasks and spreadsheets.

How does Salesforce Billing fit into your tech stack?

Leverage Salesforce CPQ to streamline your quote-to-cash workflows, minimize manual errors, and optimize revenue efficiency. For more information, feel free to contact us.