Finances on Salesforce

Accounting and Enterprise Resources Planning Solutions

Enhances productivity, streamlines client journey, and provides insights on accounts and portfolios.

Tools Integrating with

Salesforce

QuickBooks

QuickBooks is accounting software with payroll services.

Xero

Xero is cloud accounting software with 800+ app integrations.

NetSuite

NetSuite is the leading Mid-Market ERP Platform.

Benefits of Integrating Finances

with Salesforce

Financial Management

Automation of finances saves time and reduces errors, and real-time data reporting enables insights into finances.

Ecosystem

Overcomes the challenges with traditional enterprise systems and builds a complete business ecosystem.

Holistic Approach

Provides a holistic view of customers and practices role-based access to ensure proper rights.

Salesforce CRM

CRM is known for creating highly personalized experiences for users and customers.

Opportunity Management

Tracks and manages sales opportunities and finances.

Personalization

Salesforce CRM is known for creating highly personalized experiences for users and customers.

Examples of Ideal

Accounting and ERP Solutions

QuickBooks

QuickBooks is accounting software for small businesses. It provides payroll services, making it a comprehensive solution for managing your finances.

Xero

Xero is a cloud-based accounting software that integrates with over 800 third-party apps. It is a versatile solution for businesses of all sizes.

NetSuite

NetSuite is well-suited to integrate with Salesforce, given their respective focus on mid-market companies leveraging technology.

Ideal Accounting and ERP Solution

for Integration

Features and Functionality

Make a list of the features required, and compare to the features offered by each solution to help you narrow down your options and choose best suitable one.

Scalability

Choose a solution that can grow with your business. Look for solutions that offer scalability and can accommodate your business’s future needs.

Integration Capabilities

Integrating with other systems the business uses, such as CRM software, payroll systems, allows seamless data transfer and eliminates the need for manual data entry.

Audit Readiness

Stay audit-ready with a centralized system for all financial data. This makes tracking and reporting on financial information easier.

Streamlined Processes

Eliminates the need for multiple systems and manual input. This streamlines processes and reduces the risk of errors, saving time and resources for businesses.

Real-Time Insights

Businesses are required to have access to real-time data and insights. This allows for better decision-making and helps companies to stay ahead of the competition.

Customization

Customizable to fit the specific needs of your business including adding or removing features, customizing reports, and integrating with other systems.

User-Friendly Interface

Easy to use for all employees, regardless of their technical expertise. A user-friendly interface with intuitive navigation and clear instructions.

Customer Support

The availability of support, response time, and expertise can help businesses resolve issues quickly and minimize downtime.G