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1 of 2: introductions
Hi! I am Estefania. I am your tour guide today.
Here's a glimpse at the features you're about to see and how they can help you manage the entire 'Opp to Renewal' process.
- Billing & Receivables
- Accounting & Finance
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Enjoy the tour. And you can also chat with a FM specialist about your specific needs.
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Master customer record
It all starts at the opportunity-level. Share one customer master record across all departments. Know any and all account activity and when to act on it.
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Build the right deals
Empower sales teams to efficiently price and quote goods and services.
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Stay in the loop
Easily monitor status of account and adjust quote based on account activity. Spot upsell opportunities with current customers.
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Order & Inventory Management
Simplify the order and fulfillment of both goods and services.
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Molds to your business
Handle orders from multiple channels from a single system and UI.
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1-click order creation
Create sales orders directly and automatically from opportunities, quotes or custom objects.
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No inventory mishaps
Get real-time views into inventory availability and avoid inventory commitment issues.
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Inventory control 5 levels deep
Supports both physical or virtual inventory with views across multiple places in multiple currencies in actual cost.
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Get the controls to keep inventory organized and stock replenished.
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Billing & Receivables
Create one billing center for the front and back office—no costly integrations, no lost data.
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Multiple billing models
Support billing based on products, subscriptions, projects, and usage-based models.
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Package subscriptions with products and adjust pricing structures with ease. Manage even the most complex contract in one closed-loop process.
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Turn any revenue generating activity into a bill with a simple point-and-click.
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Automatically calculate due dates and settlement discounts.
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See your customer’s credit standing and targeted collection tasks.
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Single source of truth
Easily monitor status of accounts, answer any customer question, and make collections a team sport.
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Get visibility and control over the entire procure-to-pay process for both indirect and direct spend.
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Enforce spend policies with workflows and approvals.
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End contract leakage
Leverage Supplier Agreements to prevent contract leakage.
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Source suppliers and award purchase orders.
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Accounting & Finance
The simple yet sophisticated app that accommodates your most diverse and complex financial needs.
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Efficient cash flow
Optimize visibility and processes to keep cash accurate and DSOs low.
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Recognize multiple revenue streams from a single solution.
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No more spreadsheets
Automate complex revenue calculations and allocations.
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Get a complete view of your revenue forecast - in summary or item by item.
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Reduce costs and boost confidence with built-in best practices, reconciliations, and audit trails.
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Flexible and balanced. Streamline the most tedious chores like automated reversing of entries and recurring journal entries.
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Support the global business with multi-entities, multi-currency, taxes, VAT, and more.
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For more advanced accounting needs or as you grow, take advantage of allocations, transaction reconciliation, intercompany processing, and more.
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Forms for every service
Easily personalize input forms and related content panels with drag n' drop functionality to match your needs.
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Get comprehensive reporting for actual and budgeted values with just one click.
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Better data, better decisions
Analyze data from any app on the platform at any stage and take actions to have maximum impact with Action Views.
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Get meaningful business insights and slice and dice millions of transactions instantly to make informed business decisions with the Einstein Analytics Studio.
Thanks for your time today
We’ve reached the end of our tour. You’ve just seen how our cloud-based Financial Management solution allows you to streamline, simplify, and automate the entire opportunity to renewal process, all on the Salesforce Platform. Ready to get started?