SaaSOptics + Salesforce®

Bridge the Gap between Sales, Finance and Customer Success teams with SaaSOptics' Salesforce® plug and play connector.

Our direct integration with Salesforce closes the gap that often exists between sales, finance and customer success teams by providing a single source of truth for all customer orders, contracts, transactions, revenues, invoices, payments and renewals – accessible by all your Salesforce users.

Automate the Order-to-Cash Process

Orders or closed opportunities automatically sync from Salesforce to SaaSOptics, taking the manual entry out of order management, simplifying workflows and ensuring data accuracy.

  • Close an opportunity or order in Salesforce and invoice your customer in 45 seconds or less
  • Auto-create customer, contract, transactions, revenues, and invoices in SaaSOptics from Salesforce data
  • View accurate and up-to-date customer financial records in Salesforce from SaaSOptics single source of truth

Simplify Add-ons and Upgrade Orders

SaaSOptics standardized workflow gives your sales team the ability to initiate contract change requests in Salesforce directly to your finance team in SaaSOptics for more efficient management of complex order changes.

  • Easily upgrade and add new products to existing contracts
  • Co-term upgrades and add-ons to existing contract term

Increase Renewal Rates

Auto-create renewal opportunities in Salesforce based on user-defined time periods with instant and timely visibility into renewals and contract details.

  • SaaSOptics can automatically create Renewal opportunities 30, 60, 90 days prior to customer's subscription renewal
  • Renewal opportunities created with all existing products currently on contract

View Accurate Customer Financial Records

Gain visibility of customer financial records from a single source of truth. All Salesforce users also have instant access to subscription metrics such as MRR/ARR by customer, saving time and driving faster cross-team decision making and increased productivity.

  • Sales and customer success teams can view customer invoice and payment status and detailed information
  • Optionally view revenue records and deferred revenue waterfalls by customer and contract

Let's get started

"SaaSOptics has pulled SaaS revenue recognition out of the dark ages! Accurate revenue recognition and other critical metrics such as MRR can now be generated in real time."

Eric Rosenberg, DUO Security

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