FinancialForce 360°
Give your sales teams the full picture
FinancialForce 360° is a low-cost "lite" subscription option. It enables you to give existing Salesforce CRM users controlled access to financial information for improved customer account management.
As well as supporting your finance team more effectively, FinancialForce applications offer an extremely affordable way to help boost the effectiveness of your customer-facing teams too – adding a whole new dimension to the information at their fingertips.
FinancialForce 360° gives your existing Salesforce CRM users a great-value “read-only” subscription to FinancialForce Accounting. This enables teams such as your sales people to gain a true 360° view of your customers from a single screen – for example, giving them an up-to-the minute view of:
- previous orders
- recent invoices and payments
- payments outstanding
- accurate credit limits.
This alerts the sales team to any issues, so that they can help with the collection process. It also means you can reduce the risk of further sales being made to bad payers.
Click on any of the features below, to find out more about how FinancialForce 360° could benefit your organization.
Up-to-the-minute financial information
Thanks to its proven single-ledger design by CODA, FinancialForce Accounting is always in balance – providing real-time financial management. Unlike modular applications (that separate the ledgers and rely on batch updating), you can be sure that you are looking at an up-to-the-minute position – not just up to when the last batch update was done.
Predictable, affordable and low risk
Like your existing Salesforce CRM subscription, FinancialForce 360° offers all the cost and flexibility advantages of cloud computing:
- There are no infrastructure and maintenance fees to worry about. Customers just pay a regular, predictable, subscription-based license fee.
- This facility can be up and running for your team extremely quickly and accessible wherever you need them – all from within Salesforce CRM and sharing the unrivalled stable, secure and proven platform of Force.com.
Easy to adopt and to use
FinancialForce 360° is activated within your existing Salesforce CRM application, using the same familiar Salesforce CRM features and conventions. This helps to ensure maximum ease of use.
Smarter “joined-up” working
Because FinancialForce Accounting and the Salesforce CRM co-exist on a single platform (Force.com), you gain a true 360° view of your customers from a single screen.
This enables your teams in back-office functions, such as accounting and purchasing, to make a real difference to the efficiency and effectiveness of your customer-focused staff – without duplicating data or having cumbersome and unreliable manual systems for sharing this information.