Sidetrade O2C App: Enhance Cash Culture With The Sidetrade App
Simplify customer case management by displaying and accessing Digital Cases
Overview
Cash Culture helps you to consolidate and share customer payment dispute information across key stakeholders – helping you to align Sales, Customer Service and Finance teams, improve the customer journey, and resolve invoice disputes faster.
Search for all Digital Cases by Case ID or by account directly from your Salesforce environment
Details, content and associated items for each Digital Case can be viewed in Salesforce, allowing Salesforce users to add comments
All relevant information in one place: you can display a full list of Digital Cases linked to each account
Our Cash Culture application supports Sales, Sales Admin, BU Managers and Customer Service teams to better manage their customer journey by supporting a more collaborative order-to-cash and customer payment dispute management process. Cash Culture integrates your customer payment dispute cases within your Salesforce environment, creating improved real-time visibility of account information for sales, customer management and finance departments. This means payment disputes on invoices are resolved more smoothly. Future updates will include features to help you mitigate potential credit limit issues and streamline discounting approvals based on customer payment behavior data.
Categories
- Business Needs
- Finance
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package