Quote to Cash Between Salesforce and ChargeOver

Share article

In this article:

The cloud-based customer relationship management (CRM) software and Saas company, Salesforce has adopted well over 150,000 customers and more than 36,000 workers around the world. In 2020, Gartner ranked Salesforce #1 in CRM for the 8th year in a row, gaining more share of market than the next nine competitors combined.

Salesforce is the best CRM application for growing businesses because of the sheer number of features, third-party integrations and add-on options it offers. Once implementation is complete, Salesforce offers users a beautifully designed product that's speedy, powerful and highly customizable. All of this and more makes this CRM ideal for businesses with diverse and evolving needs.
Lisa McGreevy at Business.com

Salesforce helps marketing, sales, commerce, service and IT teams work together. They've managed to become super popular in the CRM space because of their numerous types products they've developed and acquired. Some of their most recent products acquired include: Quip, Demandware, Mulesoft, Tableau, Vlocity, and more recently Slack.

Besides being a host to plenty of work-driven software products, during the pandemic, Salesforce developed resources for employees and employers to use like Work.com and Salesforce Care. In the past year, although an already cloud-based software, Salesforce has helped many businesses pivot to become more web-friendly for their customers and employees.

Quote to Cash

ChargeOver tackles quote-to-cash with Salesforce by automating the workflow. By automating passing data between ChargeOver and Salesforce, you will have the information you need in one place and consistent branded communication with your customers.

The quote-to-cash process covers the end-to-end functions related to sales activity for your organization. Danny Wong at Salesforce

In order to streamline your workflow, you need the right tools. Salesforce is the worlds #1 CRM platform with the mission to keep your customers happy. ChargeOver automatically manges and organizes the information and wins collected from Salesforce — creating a smooth transition from a potential lead to a life-long customer.

The QTC process then spans all the way until the cash for the sale in question has been collected and allocated, and the data for all points of the process has been analyzed and used to enhance performance.
Danny Wong

Salesforce and ChargeOver plug into your business the way you want them to. You can control what data syncs between ChargeOver and Salesforce, when the data syncs, and control the workflows that make it happen.

You're busy using multiple apps, managing incoming jobs, and trying to find the cup of coffee that you just put down. Staying informed and organized is complicated and it eats up a lot of your time. Being able to onboard with help and having your data on your dashboard will save you time.

  • Log into one system to do all of your billing.
  • Put all of your billing and reports on your dashboard so that your CRM and Billings are side-by-side.
  • Onboarding Support - Get up and running fast with our support team. Import data from Salesforce right into ChargeOver.

For more information, check out our ChargeOver Integrates with Salesforce page.

Get the inside scoop on recovering payments: Download the FREE eBook on maximizing your payment recovery

Subscribe for weekly emails about improving recurring billing and growing your business.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Ready to make your subscription billing easier?

Here’s a 4-min tour of how ChargeOver can decrease the time you spend on billing.

Automating your invoices starts here