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Integrating Salesforce and Financials for Smarter Billing

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Billing can be so much more than sending out periodic invoices. If we think a bit more broadly, billing is one of many ongoing touch-points that make up our overall customer engagement strategy. This report explores that dynamic, and profiles a software and services company that can teach us all a lot about data quality, integration, and the value of having a common view of our customers across various functions.

“Having accurate and accessible information about each customer allows businesses not only to bill properly, but to maintain and grow revenue by extending those opportunities strategically.”

Learn how one company:

  • Combined CRM & Accounting in one system
  • Improved data integrity Increased process efficiency
  • Now better tracks customer accounting and contacts
  • Eliminated complex multi-solution integrations
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