Customer Relationship Management (CRM) is a software platform that may assist your business build deeper relationships, improve sales reps, and increase efficiency. Salesforce is a customer relationship management application that connects businesses and customers.
Automate revenue recognition, project accounting, billing, and other accounting and financial operations that occur downstream from sales by integrating a native Salesforce Accounting App on AppExchange like Mango Books and interfacing your existing Accounting systems. Accounting fundamentals such as AR, AP, and others. Mango Books is simple to install, has an intuitive user interface, requires no scripting, and allows custom objects.
Main Uses of Salesforce Accounting App:
Customer Master Record
Consider everyone – sales, finance, service delivery, support, and so on – entering and having real-time access to all of the most important client information. Every conversation, transaction, request, and documented client interaction can be accessed from a single location.
Incomparable efficiency and accuracy
You can produce an invoice directly from a sales opportunity if you have a master customer record. Because you only need to manage one customer dataset, reporting is
simple and accurate. Additionally, by using a single system of record, you will simplify compliance processes and the creation of audit trails.
Anticipate customer requirements
The more you know about your customers, the better you will be able to predict what they will want from you next. Not only will this save your company time, money, and resources, but it will also allow you to develop new goods and services to better serve your customers.
● Eliminate duplicate data entry in the finance and sales departments to save time and eliminate errors.
● With a single click, you can generate bills from Salesforce opportunities.
● Set credit terms on a global and account-by-account basis.
● Calculate payments to invoices automatically based on document references and amounts
Use the Mango Books accounting solution for Salesforce to simplify account management in your company. In the comments section, let us know what you think of the accounting app.