Use Case 1
Invoicing Closed Orders
Closed orders need to be invoiced. Send closed-won opportunities to your ERP for invoicing and revenue management. Salesforce also has an invoicing tool, so send closed invoice records into your ERP for receivables management.
Use Case 2
Centralize Relationship Data
Leverage key vendors, customers, and contact data in Salesforce and push into any ERP to centralize management of relationship data. Streamline updates across both applications.
Use Case 3
QuickBooks Online and Xero Users
These applications don’t manage opportunities, which is part of a workflow that leads up to invoicing which is what QBO/Xero do. To fill the gap for users who need real-time data sharing on invoice and payment data, DataBlend’s integration with Salesforce solves for this challenge.
DataBlend provides integration assistance and on-going product support services with our experienced team of consultants. The DataBlend consulting team works with new and existing customers to integrate their current financial tech stack and provide a strategic partnership as your company grows and business needs evolve. In the spirit of partnership, DataBlend provides on-going support for all clients to ensure that our team is just a phone call away.