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m3ter Connector for Salesforce

Automate usage-based pricing and billing with m3ter & Salesforce

Overview

See How m3ter Connector for Salesforce Works

  • AUGMENT YOUR EXISTING QUOTE TO CASH STACK m3ter plugs directly into your existing quote-to-cash stack including Salesforce CRM, CPQ, finance systems, payment providers, and your product. Data flows will be automated, synchronized and up to date.

  • GENERATE AUTOMATED AND ERROR-FREE BILLS From hybrid and subscription-based models to pure usage-based pricing—and everything in between—m3ter supports any pricing complexities and variations.

  • EQUIP EVERY TEAM AROUND PRICING AND BILLING Distribute bill line items and customer spend data across your organization, enabling Sales to have informed conversations, Finance to analyze profit margins, and Product to quickly develop new features.

The m3ter Connector for Salesforce serves as a connective framework between Salesforce CRM, CPQ and Revenue Cloud allowing you to streamline and accelerate the process of connecting your Salesforce systems to your m3ter infrastructure with one simple, fully supported and managed integration. Sales Cloud - Connect your core customer data with your m3ter service ensuring accurate account data in both systems. Supporting multiple account IDs and complex parent<>child relationships, you'll never have to rekey account information into your bills. Salesforce CPQ - Ensure the source of truth for your custom deals is driving your billing operations. Your customers will love that no matter how complex, their bills are always right.

Categories

Business Needs
Finance
Enterprise Resource Planning
Quotes & Orders
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.
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.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package