How to Use Salesforce with Accounting Seed
Native on Salesforce
Recall that Salesforce is a Customer Relationship Management (CRM) platform. A CRM is an IT stack managing customer relations and sales alongside other business tech in a single environment. The world’s leading CRM, Salesforce, concentrates on helping businesses personalize and grow customer relations. Emphasizing IT flexibility, Salesforce provides tools to nurture, track, and land sales more effectively. On its own though, Salesforce isn’t an accounting platform. This is where native solutions like Accounting Seed come into play.
Consolidate and Streamline Sales and Accounting
Salesforce handles achieving and growing sales but combined with Accounting Seed, users can manage the entire back office without ever leaving the platform! Accounting Seed manages the entire accounting lifecycle from quote to close. All the data is seamlessly transferred and tracked right from the opportunity. This keeps your accounting consolidated on Salesforce for more accurate and consistent work. No more data re-entry. Instead, financial management is streamlined right alongside sales and operations.
Flexible Options for Using Salesforce and Accounting Seed
Accounting Seed mirrors Salesforce’s famous flexibility. Use both tools together meet all your business needs. Accounting Seed’s features, from reporting to billing can connect with other events and applications on Salesforce. Our platform can be configured and customized according to unique requirements. You define how Salesforce data and features interact with your accounting.
You can also dictate how your accounting interacts with the rest of the Salesforce Platform. One of the best ways to use Accounting Seed with Salesforce is through pre-established connections. Based on your industry or business style, you may want to use specific Salesforce packages. Because Accounting Seed is native, our solution can connect seamlessly to these packages too. Let’s look at a few.
- Sales Cloud
Connecting Accounting Seed with Sales Cloud puts your sales and accounting data available on one platform. This saves you time while ensuring accurate data. Take opportunities to the next step by processing these four objects just with the click of a button:
– Create a Sales Invoice
– Develop a Recurring Sales Invoice
– Initiate a Sales Order
– Create a Project
- Configure, Price, and Quote (CPQ) Billing
Accounting Seed can take your business revenue to new heights with our CPQ Billing connection. Take elaborate quotes right into accounting without any middleware connections. Reconcile billings to quoting effortlessly. Automate the reconciliation of revenue, quoting, and billing all on one platform – and more!
- Nonprofit Success Pack (NPSP)
NPSP is a free Salesforce package optimized to give nonprofits a specialized Salesforce CRM. Automate and manage the finances and data behind donor relations, fundraising initiatives, volunteer management and more through Accounting Seed.
- Field Service Lightning (FSL)
Accounting Seed’s connection to Field Service Lightning (FSL) gives you real-time accounting anytime, anywhere you need. Assess inventory levels and initiate orders on the spot – your accounting data will be captured accurately.
- B2B Commerce
Make online buying easy. Generate more revenue with Accounting Seed and Salesforce e-commerce modules in B2B Commerce. Understand customers wants, needs, and resources in real-time. Our solution links your company’s finances with e-commerce orders from B2B all on one platform.
Accounting Seed Resources
As you explore Salesforce and Accounting Seed, remember that our Knowledge Base and Accounting Seed University are available. To optimize your experience, we provide articles and videos to help you harness both systems. Have any specific questions? Please contact our support team or schedule a free, personalized demo. We’ll be happy to demonstrate how to use Salesforce with Accounting Seed for amazing results!
Schedule a free demo today to explore how Accounting Seed helps you manage finances your way.