Quote-to-Cash with Usage-Based Billing, Payments & Collections on Salesforce скачать в хорошем качестве

Quote-to-Cash with Usage-Based Billing, Payments & Collections on Salesforce

Salesforce Revenue Cloud Demo: Quote-to-Cash Automation in 20 Minutes In this comprehensive demo from our recent "Hot off the Press: The Future of Billing is in Salesforce" webinar, watch Justin from PhiX Technologies demonstrate the complete quote-to-cash workflow using Salesforce Revenue Cloud Advanced and Revenue Cloud Billing. 🎯 What You'll Learn: Complex Quoting: Build sophisticated quotes with usage-based pricing, tiered rates, and multiple billing schedules Usage Data Management: Upload, process, and rate usage data from multiple platforms via API or manual upload Smart Invoicing: Preview invoices before generation and automate billing cycles Payment Automation: Collect payments automatically using saved payment methods Collections & Dunning: Leverage Agentforce to identify overdue accounts and automate collection processes Financial Integration: Close accounting periods and sync journal entries directly to your ERP system 💡 Real Business Scenario: Follow along as we work with NeuroVanta Technologies (an AI company) and Quantech (server provider) through a complete billing cycle - from initial quote acceptance through payment collection and month-end close. 🔥 Key Features Highlighted: ✅ API-first architecture for seamless integrations ✅ Double-entry accounting automation ✅ Agentforce-powered collections management ✅ Real-time usage rating and billing ✅ Invoice write-offs and payment promises ✅ Automated ERP synchronization Ready to Transform Your Billing Process? See how PhiX Technologies can help you implement Salesforce Revenue Cloud Advanced and revolutionize your quote-to-cash operations. Our certified experts specialize in complex billing transformations and can get you up and running faster. 👉 Contact PhiX Technologies to learn more or schedule a consultation to discuss your specific billing requirements: hi@phixtechnologies.com 🌐 Learn more about our Salesforce Revenue Cloud expertise: https://phixtechnologies.com/implemen... Timestamps: 0:00 - Introduction & Company Overview 2:30 - Complex Quote Creation 5:15 - Usage Data Upload & Processing 8:45 - Invoice Preview & Generation 12:20 - Automated Payment Collection 16:10 - Collections Management with Agentforce 18:30 - Month-End Close & ERP Integration **Next up in our Revenue Cloud Billing series, with the launch of Revenue Management Intelligence, is "Turn Your Billing Data into Growth Drivers on Salesforce". Register to watch on-demand here: https://phixtechnologies.lpages.co/re... #RevenueCloudBilling #BillingAutomation #QuoteToCash #SalesforceDemo #UsageBasedBilling #PhiXTechnologies #RevenueCloud #Agentforce #SalesforceImplementation