sevDesk Integration for Salesforce
Do you remember the last time you re-entered customer information into a different system to generate an invoice? Well, what if we told you that there is an easier way to create invoices? We value our customers and understand the constant struggle of trying to work with more than one system. Create products, orders and opportunities and send them directly through sevdesk to your clients. Customize the pipeline of your invoicing and adjust your billing needs to your workflow, not the other way around. Generate and email invoices automatically to customers by sending an order to sevdesk or, if you prefer, re-check the order in your accounting system prior - whatever you need, you decide. sevdesk a cloud-based service combines all important functions for customer and business administration, allowing you to manage your customers and documents, write invoices and offers, organize stock levels and maintain cash books, while also getting real time insights. Integrated with Salesforce, you get a fully automated all-round solution for your business processes - with excellent CRM, marketing, sales and service tools and one of the best cloud accounting systems.
Top keywords
- customers3×1.63%
- invoices3×1.63%
- sevdesk3×1.63%
- system3×1.63%
- accounting2×1.09%
- business2×1.09%
- customer2×1.09%
- generate2×1.09%
- order2×1.09%
- service2×1.09%
- time2×1.09%
Quickbooks Online By Tally Integrations
Tally brings QuickBooks Online billing, accounts receivable and payment management directly into Salesforce. Sales, finance and operations teams automate accounting transactions, collect or record payments and track balances without leaving Salesforce. BILLING AUTOMATION Create QuickBooks invoices, estimates, sales receipts, purchase orders, bills, refunds and recurring invoices. Use Salesforce Flow to generate transactions automatically, such as invoicing when an opportunity closes. ACCOUNTS RECEIVABLE Track open, paid, partially paid and overdue invoices, record full, partial or multi-invoice payments, send reminders and download invoice PDFs. PAYMENTS Accept credit card and ACH payments, and record cash, check, wire and external payments, individually or through Flow automation. SYNC Keep QuickBooks Online and Salesforce synchronized across customers, products, invoices, estimates, sales receipts, purchase orders, payments, balances, classes, tax rates and statuses. A Product Sync Health dashboard tracks products. Tally is more than a QuickBooks connector. It is a Salesforce billing, payment, receivables and accounting automation platform for QuickBooks Online.
Top keywords
- payments6×3.92%
- quickbooks5×3.27%
- salesforce5×3.27%
- invoices4×2.61%
- automation3×1.96%
- billing3×1.96%
- record3×1.96%
- sales3×1.96%
