[Sales management] Software to optimise invoicing with Salesforce

Do you think your customer relations are optimal? Do you manage business and contracts with Salesforce, the world leader in Cloud CRM, and think that your processes can no longer be optimised? Think again. You can increase your turnover by improving your invoicing with Salesforce.

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

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See all software Billing and Invoicing

Invoicing software: definition

What functions does invoicing software cover? These tools allow you to, among other things

• produce estimates
• issue invoices
• manage unpaid invoices
• automatic reminders for unpaid invoices,
• income tracking, etc.

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

Why use online invoicing software?

To save time

Thanks to the pre-prepared estimate and invoice templates in the tool, you avoid having to make multiple entries for each new estimate or invoice. You have little or no data entry to do, which also minimises the risk of pricing or invoicing errors.

Simplified processes

Turn a quote into an invoice in just one click. As well as saving time, you can concentrate on your sales strategy and customer relations rather than on administrative tasks. You can also send sales documents directly.

Efficient invoice tracking

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

Personalise your customer relations

Invoicing software allows you to fully personalise your commercial documents.

• Your quotes and invoices match your company's corporate identity.
• Your documents are tailored 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 equipment, you can retrieve your archives and you are sure to comply with the obligation to keep your invoices for ten years.

Does your invoicing software comply with anti-fraud legislation?

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

The aim is to ensure that data is inalterable, secure, stored and archived.

Businesses 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;
• professionals who are exempt from VAT ;
• 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 VSEs, SMEs and SMBs

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

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

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

Managing your accounts with Numm

For SMEs and SMIs with 51 to 5,000 employees

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

This intuitive, user-friendly solution is also customisable: you can modify the menus, fields and windows to suit your user profiles, so that the experience is tailored to each individual.

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

Sandrine Méens - Office Manager, Adicitz

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

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

• easy-to-read quotations with clear, consistent pricing,
• faster quotations,
• enable your customers to sign commercial documents electronically,
• generate quotations and contracts in just a few minutes,
• transaction tracking,
• integrated payment options, etc.

What's more, your sales teams have complete visibility of business activity thanks to customised dashboards.

Previously, one in five quotations had problems... Today, we no longer encounter any errors.

Ruchika Chopra, Manager sales operations, Nimble storage

See all software Billing and Invoicing

Efficiently manage your customer relationships right through to invoicing

Invoicing is not a stage to be neglected in your business processes. High-performance invoicing software enhances the quality of your commercial documents and your relationship with your customers.

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