CRM revenue workflow
Salesforce is the world's leading CRM platform, used by businesses of all sizes to manage sales pipelines, customer service, marketing, and analytics.
How Salesforce works with AccountsIQ
When Salesforce connects to AccountsIQ, won opportunities in Salesforce automatically trigger customer creation and invoice generation in AccountsIQ. That connects the sales-to-cash cycle without the manual handoffs – typically emails or spreadsheet exports – that normally sit between the CRM and the accounting system.
Who this integration is best suited for
This integration suits businesses that have standardised on Salesforce for CRM and want their accounting system to stay in step with commercial activity automatically. It is a strong fit for professional services, financial services, and media businesses where won deals translate directly into invoicing activity in AccountsIQ.
.png)
What is Salesforce?
.png)
.svg)
When we invoice from Salesforce, ten minutes later it’s in AccountsIQ and we can start the collection process
