formerly FinancialForce
Are you tired of dealing with inaccurate financial data and wasting time inputting entries into multiple systems? Imagine if your accounting systems seamlessly integrated with your CRM. If your sales and customer records are already on Salesforce CRM, why not have your accounting records on the same platform?
It’s time to upgrade to a modern cloud accounting system.
Introducing Certinia Accounting, a comprehensive financial system natively built on the Salesforce CRM. By integrating your accounting systems into Salesforce, tasks become automated, making your CRM and accounting a complete, efficient, and scalable solution within the Salesforce environment.
Certinia Accounting shares the same account object as Salesforce CRM, optimizing your opportunity-to-cash process. Invoices are created accurately the first time, providing real-time visibility into your customer’s standings in a single location. Our seamless integration ensures an easy setup without the need for expensive third-party solutions or IT support.
Imagine having everyone across sales, finance, service delivery, and support accessing real-time customer information. With a 360° view, every interaction, transaction, and request is accessible from one place, enhancing collaboration and efficiency. FCR Media, a digital media giant, hails these 360° views as “game-changing.”
A single customer record provides real-time insights across the customer journey. Customer-facing staff can offer immediate, high-quality support, while financial leaders gain data for strategic decisions. This leads to exceptional customer service, enabling businesses to respond promptly to pricing adjustments, contract amendments, and service delivery tracking.
Generate invoices directly from sales opportunities with a master customer record, simplifying reporting and ensuring accuracy. A single system of record streamlines compliance processes and audit trail production, resulting in a 40% reduction in back-office costs, as seen by organizations like Methods.
Knowing more about your customers allows you to anticipate their needs, saving time, money, and resources. Additionally, it provides insights to develop new products and services, ultimately enhancing your ability to serve your customers better.
Discover the ease of Salesforce Accounting integration with Certinia—a seamless financial experience.
See how Certinia solutions transform and optimize operations.