Are your sales and service teams looking to gain visibility to help with collections, and other financial processes? Are you ready to manage all your financial processes on one solid platform? Welcome to FinancialForce.

FinancialForce allows you to generate and send invoices, record payments and track customer balances - all without leaving Salesforce. FinancialForce Financial Management puts your core accounting functions including general ledger, invoicing, accounts receivable and accounts payable on the same Salesforce platform used for your marketing, sales, and services operations.

Some advantages to the FinancialForce software are:

  • Seamless integration with your Salesforce CRM account
  • Ability to creates invoices with one click, automatically using data from opportunities, quotes and custom objects
  • Ability to customize invoice formats for email
  • Ability to upload invoices to an online customer portal
  • Provides sales and finance teams with a single point of access to all accounts, orders and customer transactions
  • Integrates with Salesforce Chatter, the enterprise social networking tool, to connect sales people with receivables and credit teams and improve communication

Eliminate the complexities of synchronizing transactions and data across various systems and platforms with FinancialForce. Download our datasheet or watch the product video to learn more.