CRM as a Platform: Innovating Beyond Sales, HR, Finance & Operations
For years, CRM (Customer Relationship Management) has been synonymous with sales pipelines and customer service dashboards.
Salesforce Billing
Salesforce Billing within the Revenue Cloud Ecosystem
Salesforce Billing is part of the Revenue Cloud ecosystem, seamlessly connecting sales, service, and commerce workflows for automated, accurate order-to-cash processes.
What is Salesforce Billing?
Salesforce Billing is a cloud-based billing automation solution that extends Salesforce CPQ (Configure, Price, Quote) to create a seamless quote-to-cash process. It enables businesses to automate invoicing, payments, and revenue management while integrating with existing financial systems.
Key Benefits of Salesforce Billing:
End-to-End Automation
Manage subscriptions, renewals, and one-time payments effortlessly.
Seamless CPQ Integration
Extend Salesforce CPQ for a complete quote-to-cash solution.
Accurate Invoicing
Generate invoices automatically based on customer purchases and contract terms.
Flexible Payment Processing
Support multiple payment methods, including credit cards, ACH, and digital wallets.
Revenue Recognition Compliance
Automate revenue recognition in compliance with ASC 606 & IFRS 15.
Scalability & Customization
Adapt to unique business models, from SaaS to usage-based billing.
Real-Time Billing Insights
Gain deep financial insights with interactive dashboards and analytics.
How Salesforce Billing Works
Quote-to-Cash Process
Seamlessly transition from sales quotes to billing and revenue recognition within Salesforce.
Automated Invoicing
Automatically generate invoices based on contract terms, subscriptions, or usage-based pricing.
Payment Processing & Collections
Accept and track payments using integrated payment gateways like Stripe, PayPal, and Authorize.Net.
Revenue Recognition & Compliance
Automate revenue allocation and ensure compliance with financial standards.
Analytics & Financial Reporting
Gain real-time insights into billing performance with dashboards and analytics.
Key Features of Salesforce Billing
Recurring & Subscription Billing
Effortlessly manage complex billing models, including monthly, annual, and usage-based pricing. Automate recurring payments to enhance revenue consistency.
Automated Invoicing
Generate and send accurate invoices with minimal manual effort. Ensure timely billing with pre-configured templates and automation.
Multiple Payment Methods
Accept credit cards, ACH, PayPal, and digital wallets for seamless transactions. Offer customers flexible payment options for a smoother experience.
ERP & Accounting Integration
Sync billing data with NetSuite, QuickBooks, SAP, and Oracle. Automate financial workflows to ensure accurate reporting and compliance.
Advanced Reporting & Analytics
Gain real-time insights into revenue trends, billing cycles, and customer payments. Use data-driven decisions to optimize financial performance.
Customizable Workflows
Adapt billing processes to align with unique business needs. Configure approval rules, discount structures, and automation for efficiency.
Why Choose Perigeon for Salesforce Billing Implementation?
At Perigeon, we specialize in Salesforce Billing implementation, helping businesses automate billing and optimize revenue operations. Our certified Salesforce experts ensure a smooth setup and integration tailored to your needs.
Salesforce Billing Consultation
Understanding your billing requirements.
Implementation & Customization
Tailoring Salesforce Billing to your business model.
ERP & Accounting Integration
Connecting Salesforce Billing with financial software.
Workflow Automation
Automating invoicing, payments, and revenue recognition.
Training & Support
Ensuring smooth adoption across your teams.
Get Started with Salesforce Billing Today!
Unlock the full potential of automated billing with Salesforce Billing & Perigeon. Contact us for a personalized consultation and streamline your revenue process.
Industries We Serve
Additional Areas of Expertise
RCA (Revenue Cloud Advanced)
Learn More >
Service Cloud + FSL
Learn More >
Marketing Cloud
Learn More >
Commerce Cloud
Learn More >
Health Cloud
Learn More >
Lifescience Cloud
Learn More >
Salesforce CPQ
Learn More >
Conga CPQ
Learn More >
Salesforce Lightning Platform
Learn More >
Manufacturing Cloud
Learn More >
Case Studies
Blogs
Aligning Sales Agreements in Electronics Manufacturing
Electronics manufacturing operates on long-term supply agreements with OEMs, EMS providers, and distributors—often spanning multiple product generations. These agreements define volumes, pricing tiers, rebates, delivery
How Salesforce Helps Semiconductor Manufacturers Improve Forecast Accuracy
Table of content Introduction The Electronics & Semiconductor Manufacturing Landscape Why Forecast Accuracy Is Critical in Semiconductor Manufacturing Key Forecasting Challenges in the Semiconductor Industry
Frequently asked questions
How does Salesforce Billing work with Salesforce CPQ?
Salesforce Billing integrates directly with CPQ to convert finalized quotes into invoices and manage billing schedules, payment terms, and revenue recognition—creating an end-to-cash workflow without manual handoffs.
What business problems does Salesforce Billing solve?
Salesforce Billing eliminates manual billing tasks, reduces errors, accelerates invoice delivery, improves revenue forecasting, and brings finance and sales teams onto a unified platform.
Can Salesforce Billing integrate with external financial systems?
Yes. Salesforce Billing can integrate with ERPs, payment gateways, accounting software, and other financial systems using APIs and middleware to support a connected order-to-cash ecosystem.
Does Salesforce Billing improve revenue forecasting?
Yes. Centralized billing data and real-time analytics provide visibility into revenue streams, helping finance teams forecast more accurately and make better strategic decisions.
How does Salesforce Billing help finance and sales alignment?
Sales teams gain complete visibility into leads, opportunities, and customer interactions with AI-powered insights for prioritization. Automated workflows handle routine tasks, allowing representatives to focus on building relationships and closing deals.
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