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Integrating Salesforce Sales Cloud with Aedon.Accounting creates a powerful and efficient revenue operations engine, streamlining processes across Sales, Revenue Operations, and Finance—from closed won opportunities through to payment collection.

Why Integrate Salesforce Sales Cloud with Aedon.Accounting?

Efficiently managing revenue operations is critical for growing businesses. Integrating Salesforce Sales Cloud with Aedon.Accounting allows companies to connect their sales and finance teams seamlessly, enhancing automation and data accuracy while also increasing visibility and collaboration.

Automation and Efficiency

Aedon.Accounting automates the transfer of opportunity data from Salesforce, which removes the need for manual data entry and helps reduce errors. This automated data flow enables sales order creation and invoicing to occur with minimal input from team members. Additionally, businesses can configure streamlined approval workflows directly in Salesforce, allowing team members to approve orders on mobile devices. This further accelerates decision-making and helps reduce the Days Sales Outstanding (DSO), as automation speeds up order processing, invoicing, and payment collection, ultimately improving cash flow.

Enhanced Visibility and Control

With real-time insights, teams have access to a complete view of each customer’s financial transactions, including sales history, outstanding invoices, and payment statuses. This information, combined with customizable dashboards in Salesforce, allows for tracking of revenue metrics in one central place. Moreover, critical alerts can be set up to notify team members of overdue invoices or payment failures, enabling proactive action. The approval process within Salesforce also provides a clear audit trail, ensuring accountability throughout.

Improved Collaboration and Communication

This integration fosters seamless communication between sales and finance teams, who can now access the same data and work with a unified source of information. By centralizing communication related to orders and approvals within Salesforce, team members can work collaboratively and avoid delays. Notifications are sent in real-time to approvers and stakeholders, keeping everyone aligned and up-to-date on order statuses and approvals.

Enhanced Reporting and Analysis

Businesses can take advantage of automated report generation, scheduling regular reports on key revenue metrics to reduce manual work. The integration also enables drill-down capabilities within Salesforce, allowing team members to analyse data in greater detail to identify trends and improvement areas. With Salesforce’s robust reporting tools, businesses can gain deeper insights into sales performance, customer behaviour, and revenue trends.

Enhanced Customer Experience

Automated processes and streamlined approvals result in faster order fulfilment, which improves the customer experience. Accurate invoicing reduces billing errors and the likelihood of disputes, helping to maintain positive customer relationships. Additionally, Salesforce customer portals allow customers to track their order status in real-time, further enhancing transparency and satisfaction.

In essence, this integration supports sales teams in efficiently closing deals in Salesforce. Once approved, orders seamlessly flow into Aedon.Accounting for invoicing and fulfilment, with payment information syncing back to Salesforce. This creates a closed-loop system, providing a full view of the customer journey and empowering businesses to optimize revenue operations, improve collaboration, and enhance the customer experience.

Boosting Revenue Operations with SmarterPay Integration

Adding SmarterPay to this setup elevates the process by enabling secure direct debit collections and embedding payment links directly on invoices. SmarterPay automates recurring billing, which is particularly beneficial for subscription-based businesses, allowing direct debit payments to be collected without manual intervention. This enhances cash flow and minimizes the risk of late payments, as direct debits improve cash flow predictability and reduce DSO.

Aedon.Accounting’s partnership with SmarterPay has also addressed the issue of failed direct debits. Whenever a direct debit fails, banks claw back the payment. Aedon has developed a specialized Sales Failure transaction to manage these events, seamlessly handling them within SmarterPay, thus reducing the administrative burden on teams.

The integration also allows businesses to embed secure payment links directly within sales invoices. This feature provides customers with a convenient, one-click payment option, encouraging faster payment and enhancing the overall customer experience. Offering multiple payment options, including online payments via embedded links, further simplifies the payment process and accelerates the payment cycle.

How It All Comes Together

The process begins when the sales team closes a deal in Salesforce, marking a closed won opportunity. The opportunity data then flows automatically to Aedon.Accounting, where it generates a sales order or invoice. When it comes to payment, SmarterPay’s integration enables two pathways: direct debit payments are automatically initiated on the due date, and secure payment links embedded on invoices allow customers to pay online using their preferred method. Once payment is processed, this information synchronizes back to both Aedon.Accounting and Salesforce, providing real-time visibility and updating the invoice status.

Benefits of This Enhanced Integration

This end-to-end automation maximizes efficiency across the entire order-to-cash process, from order creation and approval to payment collection. Automated direct debits and convenient online payment options improve cash flow predictability and timeliness. The minimized manual effort also reduces associated costs, while offering a smooth, convenient payment experience enhances customer satisfaction and loyalty. Integrated reporting and dashboards provide a comprehensive view of revenue operations, allowing businesses to monitor everything from sales performance to payment trends.

Visit Aedon.Accounting and book a demo to see how we can simplify your accounting, leaving you more time to grow your business.