Solving Common Business Challenges with Lead-to-Invoice

Implementing Salesforce Billing for lead-to-cash allows you to solve several common business challenges. (Salesforce Billing Managed Package)

Available in: All Salesforce Billing Editions

Launching a New Product or Business Model Transition: Lead-to-invoice helps solve scaling challenges such as launching new products and managing usage-based product offerings. Salesforce Billing can also help businesses that transition to a recurring or consumption sales model and want to maintain their A/R in the ERP system.
Invoicing Process is Laborious and Manual: Some businesses with ERP systems face challenges handling complex scenarios like milestone billing, usage rating, and prorated partial periods. You can solve many of these scenarios with multiple systems and manual intervention, but this approach can create disparate systems with minimal source of truth for what the customer owes and owns. A lead-to-invoice implementation solves this problem by allowing Salesforce Billing to generate complex charges on the invoice with clean and accurate from Salesforce CPQ. Salesforce Billing then passes that information downstream for ERP consumption.
Maintaining a Product Catalog in Salesforce: One of Salesforce Billing’s primary advantages is a consolidated selling and billing product catalog. This catalog helps the product launch process scale, even when introducing complex subscription and usage pricing models. Invoice, order, quote, and opportunity data is traceable back to the product catalog, giving the customer a single view of what they are buying throughout the sales and order process.

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