[Sales management] Software to optimize invoicing with Salesforce

Do you think your customer relationships are optimal? Do you manage business and contracts with Salesforce, the global leader in Cloud CRM, and think your processes can no longer be optimized? Think again. You can increase your sales by improving your invoicing with Salesforce.

This comparison of online invoicing software, all Salesforce-compatible, will help you find the right solution to manage your invoicing more easily and efficiently.

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See all software Billing and Invoicing

Invoicing software: definition

What functionalities does invoicing software cover? These tools enable you to

• quote generation,
• issue invoices,
• management of unpaid invoices,
• automatic reminders for unpaid invoices,
• revenue tracking, etc.

Your business documents are centralized in a single tool that lets you edit, store and send your documents to your customers or internally.

Why use online invoicing software?

Save time

Thanks to the tool's pre-prepared quotation and invoice templates, you avoid multiple entries for each new quotation or invoice. There's little or no data entry required, which also minimizes the risk of pricing or invoicing errors.

Streamlined processes

Turn a quote into an invoice with a single click. As well as saving time, you can concentrate on your sales strategy and customer relations, rather than on administrative tasks. Direct dispatch of sales documents is also a real advantage.

Efficient invoice tracking

Which invoices are paid? Which ones are overdue? You now have a clear view of your cash flow, you can track your payments on account and keep clear accounts.

Personalize your customer relations

Invoicing software gives you total personalization of your commercial documents.

• Your quotes and invoices reflect your company's corporate identity.
• Your documents are adapted to each customer.
• You can keep track of each customer, thanks to a history of documents sent, signed, paid for, etc.

Data security

Your data is stored on a secure online platform. In the event of a problem with your computer hardware, you'll be able to retrieve your archives , and you'll be sure to comply with the ten-year retention requirement for your invoices.

Does your invoicing software comply with anti-fraud legislation?

Since January 1, 2018, the so-called "anti-fraud" law has defined new obligations for invoicing software. It concerns merchants and professionals subject to VAT who use cash register software or a cash register system.

The aim is to ensure the inalterability, security, conservation and archiving of data.

Companies must be able to prove their compliance by means of a certificate issued by an accredited body, or an individual attestation issued by the publisher. This obligation does not apply to :

• relations between professionals covered by an invoice;
• VAT-exempt professionals ;
• or those benefiting from basic VAT exemption.

Which software should I use to invoice with Salesforce?

We have selected three software packages that are compatible with Salesforce. All three are available on the Salesforce AppExchange marketplace.

Sofacto, Salesforce-compatible invoicing software

For small and medium-sized businesses

• simplified sales administration: issue invoices and credit notes, track payments and send reminders, track customers, etc,
• complete billing management: recurring invoicing (subscriptions), payment schedules, index-based price revision, etc,
• visibility of your payments thanks to customizable dashboards and performance indicators,
• better management of your cash flow, thanks to forecasted invoicing and monitored dunning processes, for example.

You can customize the interface to suit your business and your needs. Sofacto adapts to your own business scenarios for more efficient invoicing. Information exchange is at the heart of the solution, with Chatter messaging to enable all teams to collaborate.

We've saved an incredible amount of time drawing up invoices and credit notes. The technical team is very attentive and responsive. A perfect product and service!

Emilien Eychenne - Adikteev

Manage your accounting with Numm

For SMEs and SMBs with 51 to 5,000 employees

• easy invoicing from your quotes - just a few clicks from Salesforce ;
• automatic reminders and mailings for unpaid invoices;
• the option of preparing standard entry templates for your accounting, or, conversely, opting for entry by the kilometer;
• dashboards updated by data entry to give you a global overview of your business in real time;
• bank reconciliation;
• cash flow monitoring;
• VAT declaration, etc.

The intuitive, ergonomic solution is also customizable: modify menus, fields and windows according to user profiles, for an experience tailored to each individual.

We chose Numm because of its compatibility with Salesforce, which enabled us to save a considerable amount of time in transforming quotations into invoices, with automatic insertion into the sales journal.

Sandrine Méens - Office Manager, Adicitz

Boost your sales with Salesforce CPQ, Salesforce's invoicing module

You've heard of Salesforce, and you may even use its CRM to manage your customer relationships. But are you familiar with Salesforce CPQ, its billing module? CPQ stands for Configure, Price, Quote.

• easy-to-read quotations that guarantee clear, consistent pricing,
• faster quotations,
• enable your customers to sign sales documents electronically,
• generate quotations and contracts in a matter of minutes,
• transaction tracking,
• integrated payment options, etc.

What's more, your sales teams benefit from complete visibility of business activity, thanks to customized dashboards.

Previously, one in five quotations had problems... Today, we have zero errors.

Ruchika Chopra, Manager sales operations, Nimble storage

See all software Billing and Invoicing

Efficiently manage your customer relations right through to invoicing

Invoicing is an important step in your business processes. High-performance invoicing software enhances the quality of your business documents and your relationship with your customers.

Thanks to the visibility provided by dashboards, you can keep close track of down payments, settlements and sales figures, so you can take your business to the next level.