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Sales2Cash for Subscription Management & Recurring Revenue with SaaS metrics

Your Rev Ops Secret Weapon

Overview

Manage the subscription lifecycle & easily automate recurring revenue with Sales2Cash. Easy setup for revenue ops teams to quickly & automatically generate Contracts, Invoices, and Revenue schedules. Automated SaaS metrics reporting like ARR, MRR, & ACV.

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See How Sales2Cash for Subscription Management & Recurring Revenue with SaaS metrics Works

  • Lightning fast Opportunity Builder with realtime math for ARR, MRR, ACV, including Net

  • Instantly generate Invoices

  • Instantly generate monthly Revenue Schedules including per product details

  • Easily Upsell and Renew on a single Opportunity with Growth Metrics for commission retirement. Stop breaking Opps into Upsell vs. Renewal!

  • Our Saas Revenue Waterfall shows you a top-level view of New, Expansion, Contraction, and Churn metrics—and allows you to zoom in to monitor data on a Contract and Product basis.

Finance automation is complex and full of manual calculations that slow down the sales cycle, especially with renewals and recurring revenue. From Opportunities to Invoices and everything in between, Sales2Cash automates it. With Sales2Cash, Rev Ops teams can: • Automatically generate Contracts, Invoices, and Revenue schedules. • Spend less time manually double-checking Quotes, Contracts, Opportunities, & Invoices. • Make reporting easy and instant with detailed SaaS metrics for a clear vision of ARR, MRR, and ACV with expansion. • Add guardrails for sales teams looking to quickly and accurately close deals through a streamlined sales process. • Guarantee proper accounting math for complex subscriptions with price and product schedules. • Centralize data in Salesforce (no third-party app login). Key Features: • Two-way sync with NetSuite and Quickbooks Online. Compatible with Avalara (AvaTax) sales tax automation. • Built-in permission sets with custom roles for each user type with safeguards. • 100% of your data is secured on force.com. You can trust the information you put into Sales2Cash is safe and accurate. Simplify your recurring revenue cycle management with Sales2Cash.

Categories

Business Needs
Sales
Contract Management
Accounting
Industries
Horizontal Product
High Tech
Personas
Administrator
Business Operations Manager
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Person Accounts
Managed Package
Lightning App Builder

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