There is something very magical about pulling up a report of customers who’ve spent the most in the past 12 months.
The ability to relate customer Accounts with Invoices in a single Salesforce™ environment is a testament to the platform's utility to both front and back office business functions.
When front and back office are combined, the level of reporting is endless:
Let's face it. The financial attributes of a customer often determine who are the "best" and most valuable customers.
From a profit and loss perspective, the back office knows generally accepted accounting, but rarely can relate the cause to specific customers. Yes, the back office may know the receivables for a customer, but not the number of open unresolved cases.
Yes, many of these metrics could be obtained via integration. Many companies routinely spend millions to import spend history using data loader or services like MuleSoft.
But what if your CRM, billing and invoicing were all natively integrated on the same platform, using solutions such as our Quote-to-Cash accelerator? What new metrics and reports would you create? How would it impact your business to have real-time financial data side-by-side with CRM Accounts, Contacts, and Opportunities?
So, what does this have to do with iDialogue documents? Invoices are the most commonly generated business document, both in terms of volume and costs. Our goal is to help companies realize the tremendous cost and time savings of moving the entire customer experience to Salesforce™, and not just the marketing and service interactions. But the entire customer lifecycle, including billing and invoicing.
Salesforce formula fields are an extremely expressive and powerful tool for generating data-driven documents.
Anything from quote "good til" dates to dynamic terms and conditions can be merged into documents with just one click.
Salesforce for SaaS Companies
The needs of Software-as-a-Service (SaaS) companies are truly unique. While most SaaS companies use Salesforce to some extent for Lead and Opportunity management, many of them are unable to truly unlock Salesforce's full potential without considerable customization for subscription management.
We built the SaaS Accelerator for Salesforce with all the enhancements necessary to manage the entire SaaS Quote-to-Cash lifecycle from Salesforce.
The SaaS Quote-to-Cash accelerator includes