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sevdesk Integration for Salesforce: Invoicing, Quoting, Accounting, ERP
Efficient and hassle-free invoicing through an integrated accounting system
Overview
Automate your accounting process in Salesforce by integrating sevdesk into your everyday business. Stop the hassle of manually re-keying information between separated systems and use the new sevdesk integration for Salesforce instead.
★ Start a 14 day free trial. Just click Get It Now! ★ * Streamline your Lead to Cash process from Salesforce to sevdesk.
* Order Management made easy! Generate all financial documents in Salesforce and sevdesk simultaneously using sevdesk's professional templates. * Create credit notes for your partner community within Salesforce!
* Get and report your revenue information back to Salesforce. * Drive productivity of your staff and avoid duplicated data entry. * Use the search function to find financial files in 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.
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.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsManaged Package