Accounting on Salesforce
Seamlessly link finance to every department in your organization when you connect your front and back office with Salesforce-native accounting. Achieve meaningful results such as: - Faster time to close - Real-time insights - Elimination of manual processes Accounting Seed serves all industries, including nonprofits, software, professional services, higher education, high tech, insurance, retail, construction, financial services, and more! KEY FEATURES: - 100% Salesforce-native - Complete accounting core: AR, AP, GL, and Banking, - Multi-National, Multi-Currency, Multi-Company, Multi-Book, Multi-Level Consolidations, and Multi-Dimensional Chart of Accounts - Custom reporting, financial analytics, and dashboard tools - Payment proposals and auto application of credit notes - Embedded AR and AP payments - Hard and soft close of Accounting Periods - Reversible journal entries for accruals - Connects to thousands of banks and credit card companies to easily batch import/match transactions - Create billings from Salesforce opportunities, sales orders, timecards, or expense reports - Automate creation of billings with recurring billing templates
Top keywords
- accounting4×2.52%
- ap2×1.26%
- ar2×1.26%
- billings2×1.26%
- close2×1.26%
- credit2×1.26%
- financial2×1.26%
- salesforce-native2×1.26%
- services2×1.26%
SETVI Quote and Order- Revenue Enablement For Distribution Businesses
SETVI Quote and Order and Salesforce is a powerful combination for distribution companies that seek to maximize operational efficiencies, sales representative performance, promotions results, and revenue velocity. Our proprietary AI-driven search and selling engine taps into distributor product, inventory, pricing, and promotions data within Salesforce. SETVI Quote and Order instantly generates accurate quotes and orders, and uncovers hidden selling opportunities with guided reorder, upsell, cross-sell, and bundle suggestions. Sales reps focus on developing deeper client relationships instead of mining for affinities among a myriad of brands and SKUs. SETVI Quote and Order is configurable with management-approved account and pricing rules that reduce manual order entry and management. Error-free workflows enable deals to move from proposal to quote, to order, to order processing in record time. Customers get precisely the products they were quoted, with pricing and delivery times uniform between quotes and orders. Reducing order error results in fewer returns, write-offs, and discounts, helping to maintain profit margins.
Top keywords
- order7×4.43%
- quote4×2.53%
- pricing3×1.90%
- quote and order3×1.90%
- setvi3×1.90%
- setvi quote3×1.90%
- orders2×1.27%
- promotions2×