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Ordway billing and revenue automation Connector
A two-way sync eliminates unforced errors between sales and finance
Overview
Sync Salesforce Opportunity details (products, quotes, amount, close date, billing start date, billing contact, etc) with the Ordway billing and revenue automation platform to eliminate sales-to-finance friction.
Flexibility to accommodate any business model: transaction-based, tiered, subscription, usage, hybrid.
Activation and updating of contracts mid-term within Salesforce (and provision access, functionality via the Ordway RESTful API).
Ability to manage business evolution with minimal change management effort (e.g. - a new Salesforce process. Simply map fields/objects to the appropriate Ordway platform field).
> Automate order-to-revenue - when sales team signs up a new client and “close wins” an opportunity, set up one-click invoicing and provisioning of future renewals to accomplish visibility and accuracy of future revenue. > Integrate Salesforce or Ordway Quotes - ensure what your sales team sells fits within accepted boundaries and details are accurate throughout the entire process. >Manage your product and plan portfolio - eliminate the guesswork for your sales team by creating a simple set of offerings available to your customers. >View customer billing history in Salesforce - see how contract line items, contract value, and term change over time. >Train the majority of your team on one Salesforce-centric process - create, cancel, or update customer contracts directly from Salesforce. >Eliminate costly data-latency issues - sync contract details between Salesforce and the Ordway platform for accurate information throughout your finance tech stack. > Report upon accounts receivable and contract KPIs - use Ordway platform generated data to create executive reports and dashboards.
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.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesManaged Package