SaaSOptics + Salesforce®

Connecting the dots between Salesforce® and customer financial data is critical for winning new customers, upgrading existing accounts and managing customer renewals.

Our direct integration with Salesforce® closes the gap that often exists between sales, finance and customer success teams by providing a common view of each customer’s orders, contracts, transactions, invoices, payments and renewals – accessible by all your Salesforce® users.


 

Automate the order-to-renewal 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.

Simplify complex order change requests

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

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.

Accurate Customer Financial Records

Gain visibility of financial data beyond finance and sales to account management and customer success teams, with one source for real-time customer financial records. All Salesforce® users also have instant access to metrics and reporting saving time and driving faster cross-team decision making and increased productivity.