Ordway billing and revenue automation Connector logo

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

Opportunity with Ordway billing information and plans

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Opportunity with Ordway billing information and plans

Pricing

Paid, from $1 per company, one time.

Ordway billing and revenue automation Connector plans
PlanPriceBilled
One Time Charge$1 per companyOne 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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