COMPLETE THE CYCLE WITH BILLING IN CRM  

 

WHY MOST OF TODAY'S CRM BOTTLENECKS ARE BETWEEN SALES & FINANCE.  

01
02
CRM PROJECTS TRADITIONALLY STOPPED AT THE POINT OF SALE
INTEGRATIONS WERE EITHER AVOIDED OR WEREN’T SCALABLE
03
INVOICING & PAYMENT FUNCTIONALITIES WERE NOT MATURE ENOUGH

INVOICING

Extend the automation in your sales cycle by to generating, sending and tracking one-off and recurring invoices. 

"Great open communication, project management skills, and are willing to work with a company that is dynamic in nature."

Bryan Beck, CIO

Nephron Pharmaceuticals

PAYMENTS

Online payment centers and integration with the major gateways help to systemize processes which are normally labor-intensive

REV REC

COLLECTIONS

Track GL and revenue recognition rules through the entire process, allowing better financial planning & forecasting
Use the Salesforce platform to automate collections until it really is time for human to get in touch.

eCOMMERCE

INTEGRATION

Your eCommerce platform is more effective under the same roof as your sales & marketing engine - all within Salesforce.
The modern Sales team has all the key data at their disposal. Salesforce APIs make light work of connecting disparate data sources. 

IMPLEMENTING BETTER, TOGETHER.

What makes your Salesforce project a

rip-roaring success?

SUCCESS BEGINS WITH DEEP-LEVEL COLLABORATION
QUALITY IS A
BY-PRODUCT OF INTENSITY
VISIBILITY & TRANSPARENCY IS CRUCIAL

CONTENT FROM OUR TEAM

 

KICK THE TIRES AND LIGHT THE FIRES. TALK TO US.

Arrange a friendly 15 min chat with our talented architecture team. 
CONTACT

team@bricklane.ai

Tel: 904-414-4661

1460 Mission St, San Francisco, CA 94103, USA

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