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Three Tips for using Salesforce Billing

Written by Mike Didonna, Senior CPQ Consultant at Thunder
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Salesforce Billing is a powerful application that allows you to seamlessly link your quotes to your invoices. This enables you to significantly reduce errors, limit complexities, and forgo costly integrations. Here are three tips to follow when you 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.

These accommodations could have been taken care of more easily if they were known at the start. So, have a discovery session with the SME early in the implementation process to uncover any new business process that needs to be accommodated.

2) Don’t assume how Salesforce Billing will work based on the nomenclature used within billing

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.

So, don’t assume how Salesforce Billing will work based on the nomenclature used within billing. Get your team onboarded and trained by experts to maximize Salesforce Billing capabilities.

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. That’s why it’s vital to communicate a new way of thinking and engage your user community to build a new way of working.

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.