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Sales Cloud Brings Smooth Sales and Accounting

Forget coding or the need for any integrations between your sales solutions on Salesforce and your accounting system. Accounting Seed’s native connection with Sales Cloud literally lets you control the entire sales process from lead to ledger on one platform. 

The Benefits of Salesforce Sales Cloud 

Sales Cloud provides users with several enhanced ways to manage and close Salesforce opportunities. Benefits include shortened sales cycles that also enable you to improve and streamline other key processes. This is because Sales Cloud gives you an instant, comprehensive view of your pipeline data in order to efficiently spearhead each part of the sales process. No more scrambling for the information you need to land the sale! 

All the relevant details are in a single interface for you to access. This helps your teams save time by having the details they need to focus on providing more personalized service needed to land stronger sales. Ultimately, Sales Cloud is geared to help you ramp-up all degrees of sales and customer renewals. This is Salesforce’s answer to help you meet and exceed customer expectations. Here are some specific benefits you can expect:

  • More personalized sales process
  • Increased productivity 
  • Easier access to sales-relevant data
  • Faster sales cycle
  • Stronger sales forecasting 
  • Higher growth potential through sales
  • Streamlined operations 

Sales Cloud’s native connection to other Salesforce-powered solutions also means that you can optimize other areas of your business that coincide with your accounting, and vice versa. Salesforce’s native accounting platform, Accounting Seed, connects seamlessly with Sales Cloud to manage the financial dimension of your sales activities simultaneously. This gives better accounting and stronger sales all on one platform.   

Accounting Seed and Sales Cloud

All of your sales and accounting data are available on one platform. This saves time and ensures your data is consistent and accurate. No more manual re-entry. Instead, you have a single source of truth for all your data.

Accounting Seed’s native connection to Salesforce Sales Cloud gives you a more streamlined way to process your opportunities and manage their related finances. Start a project or create a sales order anywhere and manage the finances in Accounting Seed. Here are just a few ways your operation will be streamlined from lead to ledger. 

You can take Sales Cloud opportunities to the next step in processing in four objects with just the click of a button!

  • Create a Sales Invoice
  • Initiate a Recurring Sales Invoice
  • Develop a Sales Order 
  • Create a Project

All of these are done simultaneously on a single platform to boost your workflow efficiency. Focus more on the customer and less on back-to-middle office integrations. Here are the three connection points between Sales Cloud and Accounting Seed: 

Accounts Receivable
Process sales invoices instantly. You can also set up recurring sales invoice right off the sales opportunity.

Inventory & Orders
Purchase inventory directly for jobs or pull from stock right from an opportunity. If you’re ready to close a deal, create and process a sales order on the spot.

Initiate, manage, and monitor the expenses and progress of your projects in sales to stay on track and on budget for successful delivery. 

You’ll be able to:

  • Initiate and manage finances related to opportunities without leaving the platform.
  • Get paid faster and without multiple integrations or any middlemen!
  • No more extra steps – close deals faster and have more accurate accounting throughout the sales process.
  • Track and manage each step of the sales process from lead to ledger with a clear view of the financial dimension of each opportunity.

See Accounting Seed in action

Get a close-up view of how accounting on Salesforce can eliminate the need for costly integrations—and silos of mismatched information—by sharing the same database as your CRM.

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