Thunder has rebranded. Same name, totally different design. Read our press release here.

BLOG

Three Tips for using Salesforce Billing

Written by Mike Didonna, Senior CPQ Consultant at Thunder
Three Tips Blog Hero
Salesforce Billing is a powerful application that allows you to link your quotes to your invoice that can reduce errors, limit complexities, and forgo costly integrations. I would advise any client to follow these three tips  when they decide to utilize Salesforce billing:  1)  Talk to your accounting department and identify how they utilize your current billing system. Oftentimes these SMEs are brought in at the end of the implementation to educate them on how Salesforce Billing operates. However, many times during these sessions, new business processes are discovered that need to be accommodated. Accommodations which could have been taken care of more easily if they were known at the start.  2) Don’t assume how Salesforce Billing will work based on the nomenclature used within billing.  I often think of this on billing projects:
three tips meme

You may think you know how something works based on what the term is, but that is often not the case and if you get stuck on the word, it can make it hard to grasp the concept.

3) Understand that Salesforce Billing can be rigid … in a good way.

At its heart Salesforce Billing is a calculation engine, calculating invoice amounts based on data and rules. It is also designed to provide an audit trail. Because of this, the system limits what data can be accessed and/or modified. This can be frustrating to clients, especially if they are used to generating invoices manually and the flexibility that this provides.

While this is by no means an exhaustive list, I think these three tips are a good starting point for companies to consider on their journey with Salesforce Billing.

Need more advice on Salesforce Billing? Contact the experts at Thunder today!