Unlocking the Potential of Salesforce for Accounts Receivable

Bridge the gap between Salesforce CRM and ERP seamlessly

Bridge the gap between Salesforce CRM and your ERP seamlessly. Bid farewell to billing mistakes, month-end bottlenecks, lengthy Order-to-Cash cycles, and discontented customers. Certinia’s accounts receivable and billing software are meticulously designed to harness the information stored in Salesforce CRM, enabling automatic generation of invoices and seamless integration between CRM and legacy ERP systems. Not only does it eliminate financial process inconsistencies, but it also enhances the flow of information between the cloud and your on-premises ERP system.

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Simplify Salesforce Invoicing with Certinia

Certinia’s accounts receivable and billing software streamline your invoice process by leveraging the information already housed in Salesforce CRM. Say goodbye to manual data entry or intricate integrations. You can effortlessly create an invoice directly from any opportunity, support case, or custom object captured in Salesforce CRM with just a click. With only one system of record to manage, the entire process is streamlined, leading to improved cash flow and reduced days sales outstanding (DSO).

Seamless Integration between Salesforce CRM and Certinia ERP System

Finally, a streamlined solution to synchronize your CRM, billing, and ERP systems efficiently. Since invoices are generated directly from CRM, there are no discrepancies between CRM and Billing. Moreover, the system automatically generates the associated General Ledger and Accounts Receivable entries with each invoice. These entries can then be seamlessly exported to your preferred ERP system for posting.

Gain a 360° View of Your Customers

With Certinia sharing the same account object as Salesforce CRM, you can access sales, service, and billing activities all in one comprehensive view. Now, you can gain a complete understanding of every customer interaction with your company. Anyone in your company with a Salesforce CRM license can access the customer’s credit history, eliminating the need for an ERP login, manual credit reports, or accounts receivable inquiries from your sales team. Easily track payment statuses, collaborate via Chatter to follow up on outstanding debts, and ensure efficient accounts receivable management.

In conclusion, leveraging Salesforce CRM with Certinia’s accounts receivable and billing software offers a transformative solution for businesses seeking efficiency and accuracy in their financial processes. By seamlessly integrating CRM and ERP systems, eliminating manual tasks, and providing a comprehensive view of customer interactions, Certinia empowers companies to streamline operations, improve cash flow, and deliver exceptional customer service. Unlock the full potential of your accounts receivable management with Certinia and contact us today.

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