Take control of your billing and collection process with Salesforce Billing.
Get Paid Faster with Billing Automation
Automate and manage the subscription billing process while giving your customers flexibility and peace of mind.
Simplify Complex Processes
- Invoice: Easily create invoices for complex orders with configurable billing cycles and frequencies. Integrate with accounting systems using transactional or summarized invoice data.
- Subscription Billing: Manage subscriptions with flexible terms. Easily configure trial periods and setup charges. Manage “Freemiums” and non-expiring subscriptions. Enable auto-renew.
- Payments: Collect payments against your invoices. Handle partial payments or allocate a single payment against multiple invoices. Re-allocate and refund payments and handle payment disputes.
Better Business Intelligence
- Reports and Dashboards: See the data that’s most important to your business. Completely customizable reports and dashboards.
- Forecasts: Use accurate sales forecasts to project cash flow when budgeting.
- ROI: Easily identify top-spending customers, most profitable customers and most successful pricing models. Report on profitability of your team and tie incentives to the actual revenue they generate.
Increase Productivity
- Automation: With Salesforce’s billing software, you can trigger orders with delivery actions, collate costs, and product and dispatch invoices.
- Integration: No need for manual collation of data from multiple systems. Ready-made API’s make linking to third party systems easy. Eliminate data input errors. Connect CRM, CPQ, ERP and Finance.
Meet All Standards
- Manage Sales Tax and VAT: Sell and bill in multiple currencies. Manage all of your VAT, sales tax, use tax, GST/PST/HST calculations. Configure tax rates by product category or customer category.
- Compliant: Carefully defined user permissions by function and authority combined with the latest in advanced cloud encryption models ensures Salesforce is validated to be compliant to PCI, SAS70 and HIPAA standards.
The product that Simplus is delivering and training us on will be a game changer for the members of our company using it!
