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Billing + CRM = Happy Customers
Report on Integrating Salesforce CRM and Accounting

Billing can be so much more than sending out periodic invoices - it's one of many ongoing touch-points that make up our overall customer engagement strategy.

This report explores that dynamic, and profiles a software and services company that can teach us all a lot about data quality, integration, and the value of having a common view of our customers across various functions.

“Having accurate and accessible information about each customer allows businesses not only to bill properly, but to maintain and grow revenue by extending those opportunities strategically.”Blue Hill Research Report FinancialForce Accounting & Salesforce CRM integration

Learn how one company:

- Combined CRM & Accounting in one system

- Improved data integrity

- Increased process efficiency

- Now better tracks customer accounting and contacts

- Eliminated complex multi-solution integrations