SaaSOptics Blog

SaaSOptics Delivers Advanced Salesforce Integration

Posted by SaaSOptics
Aug 24, 2017 11:18:30 AM

Enables Total Visibility of Customer Subscription and Financial Data Across Sales, Finance and Customer Success Teams

Atlanta, GA, August 23, 2017 – SaaSOptics, the only subscription management platform designed specifically for growing B2B SaaS and subscription-based businesses, announced today a new, advanced version of its plug and play connector with for improved workflows and customer subscription visibility. Driven by customer demand, the integration extends the benefits of the SaaSOptics order-to-renewal process workflow and enables cross-functional collaboration between QuickBooks and other general ledgers, and SaaSOptics. It also delivers visibility of financial data beyond finance and sales to account management and customer success teams, providing one source for customer financial records. 

“Connecting the dots between Salesforce and customer financial data is critical for SaaS businesses to win new customers, upgrade existing accounts and manage customer renewals,” said Tim McCormick, CEO of SaaSOptics. “Having a single source of truth for your customer financial data is essential for growth. With this integration, we are closing the gap that often exists between sales, finance and customer success teams by providing greater visibility with a common view of a customer’s orders, contracts, transactions, invoices, payments and renewals – accessible by all of your Salesforce users.”

The SaaSOptics Salesforce direct integration brings subscription-based businesses greater cross-team visibility and enhances workflows with capabilities that: 

Automate the order-to-renewal process. Orders or closed opportunities automatically sync from Salesforce to SaaSOptics, taking the manual entry out of order management, simplifying workflows and ensuring data accuracy.

Provide instant access to customer order details directly in Salesforce. Real-time visibility into customer orders with financial details such as invoice payment status, renewal dates and account MRR/ARR, enable quick decision making. By exposing this customer financial data in Salesforce, customers have instant access and can leverage an entire ecosystem of tools.  

Simplify complex order change requests. A standardized workflow and ability to initiate contract change requests from Salesforce directly to the finance team for efficient management of complex order changes.   

Increase renewal rates. Auto-create renewal opportunities in Salesforce based on user-defined time periods with instant and timely visibility into renewals and contract details.

Provide access to accurate customer financial records. Instant access to real-time customer financial data, metrics and reporting saves time and drives faster cross-team decision making and increased productivity.

The SaaSOptics, bi-directional Salesforce integration is easy to use and doesn’t require complex configuration to get started. For more information on how the powerful combination of Salesforce and SaaSOptics can save time, increase productivity, uncover opportunities for growth and empower sales, finance and customer success teams. Learn more about our Salesforce integration.


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