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Ordway billing and revenue automation Connector

By Ordway

A two-way sync eliminates unforced errors between sales and finance

No Ratings
$1   USD/company/one-time payment
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Business Need
Finance
Requires
Sales Cloud

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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
Ordway Connector/Winter 2023 3.11.1
Listed On
09/04/2020
Latest Release
01/31/2023
Supported 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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 34
Custom Tabs: 12
Custom Apps: 1
Lightning Components
Global: 25
App Builder: 4
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
3.11.1
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/29/2020

Additional Details

> 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.

Need help?

Ordway

Washington DC, USA

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