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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.
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.
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CONTENT FROM OUR TEAM
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