What is your favorite Salesforce AppExchange plug-in

Efficient billing in Salesforce through an integrated accounting system

From lead-to-cash and beyond!

Regardless of the products or services you sell and the size of your business, at some point you or someone on your team will need to generate an invoice or at least establish and record some form of communication in order to collect payment for agreed work.

If you're already using Salesforce out-of-the-box or through a custom CPQ you have various options for integrating your invoicing and billing.

For example, you could create custom objects from your opportunity object to generate and send invoices through Salesforce, and then transfer that information back to your accounting system. The transmission here is often done manually, is time-consuming and often not error-free.

But you could also integrate Salesforce with an accounting system - and feed this accounting system with your invoice information in order to generate and settle invoices.

The third option would be a combination of both. This is where we come in.

Why Salesforce and sevDesk are the perfect overall solution for your company.

While Salesforce maps the entire process of customer communication, from getting to know each other through to order creation sevDesk the further course of your follow-up processes. A whole range of activities that are responsible for the smooth operation of the company, but are not (directly) related to customers, are taken into account. This includes invoicing, bookkeeping and inventory management. Salesforce does not offer any display options and is dependent on integration with a second system. sevDesk represents a common intersection here. Where Salesforce ends, sevDesk comes into play.
In order to be able to use the full range of services and benefit from the advantages of both systems, it is necessary to integrate them with one another. When it comes to integrating a CRM system with a financial solution, various questions arise again and again - “How do I integrate my ERP system with a financial solution without falling into a cost trap?”, “Which synchronization tools do I need and which implementation costs arise in my direction?"

An integration without middleware

These questions are very easy to answer. Because the sevDesk integration for Salesforce, is very easy to set up and ready for immediate use. All you have to do is enter the AppExchange Store to download it.
You neither need expensive synchronization tools nor third-party systems, because both systems communicate directly with each other and exchange data directly.
To use the integration you need to own a Salesforce and sevDesk License. If you are already using one of the two platforms, you only have to initiate a migration, our team will be happy to assist you.

Configuration - what exactly can I synchronize?

The configuration here is very simple and flexible. When integrating both systems, the question arises as to which data should be stored in sevDesk and which in Salesforce and which data should actually be synchronized. There is no general answer, because every company has its own sales processes and decision-making guidelines. We wanted to make it easier for you and have created a simple synchronization scheme:

Customer master data is maintained in Salesforce. If you already have a data record in sevDesk - don't worry, we will help you with the data migration and ensure the integrity of your data!
Now that you know that your central database for customer data will be Salesforce, you need to determine from which direction you want to synchronize your products. It depends on which of the two instances should contain the material master and from which the product data should be transmitted to where. The synchronization interval can be done hourly or daily or started manually.

How exactly does the integration work?

Since offers are part of Opportunity Management in Salesforce, it makes sense to create them there as well. At this point you have several options. Depending on how many intermediate steps you and your team prefer between preparing the offer and invoicing. The longest way would be to first convert your opportunity into a Salesforce order, then have it created as an order in sevDesk and only then configure an invoice. But you can also go the fast way and convert your Salesforce opportunity from the offer status into an invoice with just one click; the above-mentioned intermediate steps are either completely or partially omitted. Whichever workflow you choose, your orders are always created in Salesforce, forwarded to sevDesk and then synchronized back to Salesforce. So you are always up to date, in both systems - no data duplication, no errors, no double data entry.

What happens in sevDesk as soon as you have sent your order?

First of all, sevDesk automatically transfers the predefined positions and master data that you previously created in Salesforce into the corresponding fields. In accordance with legal requirements and specifications, all mandatory legal information is filled in independently via the sevDesk invoice program. At the same time, all selected products are listed and sales tax is calculated according to the applicable tax rates. So you get rid of the annoying task of having to manually transfer data from one system to another and prevent incorrect entries. This not only saves you and your team time and effort, but also enables you to use your resources in other activities.
Once the invoice has been created, sevDesk can make use of one of its various integrations at this point and, for example, use the existing postal interface. You don't have to do anything else than press “Send to sevDesk” with one click (in Salesforce) and your invoice will be printed, enveloped and sent by a third party. Of course, you can alternatively have the invoice sent digitally by e-mail or download it.

The online banking system also offers you the option of comparing all incoming payments with existing invoices and immediately viewing any unpaid or paid invoices. As already mentioned, you can optionally set up a fully or semi-automated dunning system that reminds customers of outstanding payments.

The DATEV export function enables you to work better with your tax advisor. So you can easily exchange data and documents with each other or give your tax advisor access to your sevDesk account. In addition, sevDesk has an interface to the tax office, through which you can send your VAT advance notification directly from your system to the tax office.

As you can see, the integration of Salesforce and sevDesk gives you more than just a CRM system and a financial solution. No, you get a fully automated overall solution for all business processes in your company - with excellent CRM, sales, marketing and service tools and of course one of the best cloud accounting systems.

What's next?

We are constantly working on improving ourselves and providing you with new possibilities for optimization. We are currently developing a data migration tool. This will help sevDesk users to transfer their data to Salesforce in just a few steps. Furthermore, we are currently in the process of implementing new functions, such as the status overview of paid and open items in Salesforce, through automatic synchronization with sevDesk.
This and much more will give you even more pleasure in the future.

From Anastasia Pahl

Have we convinced you? Then sign up today for a non-binding consultation. We are happy to help you move your business forward and perfect your lead-to-cash process.

Do you have questions about your lead-to-cash process and are you looking for a competent Salesforce Consulting partner? Contact us today and arrange a free consultation with our team!

Anastasia Pahl

Marketing Manager

5min read