Ordway billing and revenue automation Connector
By OrdwayFinance
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $1 per company, one time
- Listed since
- 2020
About Ordway billing and revenue automation Connector
A two-way sync eliminates unforced errors between sales and finance
> Automate order-to-revenue - when sales team signs up a new client and “close wins” an opportunity, set up one-click invoicing and provisioning of future renewals to accomplish visibility and accuracy of future revenue.
> Integrate Salesforce or Ordway Quotes - ensure what your sales team sells fits within accepted boundaries and details are accurate throughout the entire process.
>Manage your product and plan portfolio - eliminate the guesswork for your sales team by creating a simple set of offerings available to your customers.
>View customer billing history in Salesforce - see how contract line items, contract value, and term change over time.
>Train the majority of your team on one Salesforce-centric process - create, cancel, or update customer contracts directly from Salesforce.
>Eliminate costly data-latency issues - sync contract details between Salesforce and the Ordway platform for accurate information throughout your finance tech stack.
> Report upon accounts receivable and contract KPIs - use Ordway platform generated data to create executive reports and dashboards.
Highlights
- Flexibility to accommodate any business model: transaction-based, tiered, subscription, usage, hybrid.
- Activation and updating of contracts mid-term within Salesforce (and provision access, functionality via the Ordway RESTful API).
- Ability to manage business evolution with minimal change management effort (e.g. - a new Salesforce process. Simply map fields/objects to the appropriate Ordway platform field).
Screenshots
Image 1 of 7
Pricing
Paid, from $1 per company, one time.
| Plan | Price | Billed |
|---|---|---|
| One Time Charge | $1 per company | One time |
Compatibility
- Requires
- Sales Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on July 29, 2020
- Languages
- English
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