9/13/2023 0 Comments Salesforce invoicing software![]() And finally, the Salesforce CPQ and Billing functionality is more complex than standard Sales, Service, or Community Cloud functionality. Accordingly, there is little available documentation. ![]() This is critical for several reasons: There are very few experts on Salesforce Billing since it is so new. Why? This individual should be actively involved in configuration and testing to become intimately knowledgeable about the billing system. Identify your system administrator for Salesforce Billing before you begin the implementation process. Identify and invest in your Salesforce billing administrator These lessons will help you reduce costs, deploy faster, improve user and customer satisfaction, and ultimately accelerate the quote-to-cash cycle. ![]() We were fortunate to lead the months-long business transformation that made this deployment possible, including the implementation of Salesforce Service Cloud, Salesforce Sales Cloud, and Salesforce CPQ that preceded it.Īs we mark the release of Salesforce Billing 2.0 and reflect on the one-year anniversary of that first deployment, we want to share three lessons learned from that project. Our client was able to redeploy resources to revenue generating activities, reduce billing errors generated by manual intervention, reduce receivables days by enabling customers to view and pay invoices online in Salesforce Community, and lower operating costs by sun-setting an expensive Oracle billing system. Automating this process reduced the time spent by the billing team on invoicing activities from days to hours. 3, 2016, when our client initiated a batch process – with the click of a “post invoices” button – generating more than 20,000 invoices representing millions of dollars in monthly billing. West Monroe was part of that exciting deployment on Oct. October marked the one-year anniversary of the first enterprise deployment of Salesforce Billing.
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