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.
Orders or closed opportunities automatically sync from Salesforce to SaaSOptics, taking the manual entry out of order management, simplifying workflows and ensuring data accuracy.
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.
Auto-create renewal opportunities in Salesforce based on user-defined time periods with instant and timely visibility into renewals and contract details.
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.