Salesforce to Finance the True Customer 360
Most Salesforce projects ""stop at the finish line"" with the Closed-Won Opportunity. But for the business, that’s just the beginning. Without connecting Sales to Finance it can lead to data silos. Sales reps asking Finance about payment statuses and Finance chasing Sales for missing GST details. In this session, we'll explore both why you would want to connect Salesforce to your ledger and the options available to do so. We will break down these options with the lens of cost to implement, time to value and long term maintenance with a few 'in-the-field' examples. Our lead to ledger options will include: - On platform and native built applications (eg Revenue Cloud, Certinia and Accounting Seed) - Connectors (available on the app exchange eg Breadwinner) - Custom integrations Attendees will leave this session with an understanding of the benefits of connecting Salesforce and Finance as well as several practical options to achieve this.
Joanne Swadling
Founder, Swan Technology Solutions
Jo is the Founder of Swan Technology Solutions and specialises in helping organisations connect Salesforce with finance systems to create seamless, reliable business processes. With extensive experience in ERP transformation and systems integration, she is also a passionate Salesforce community leader and co-leads the Melbourne Slack Community Group.
