The Emersion for Salesforce App will synchronise contact and account information between the two systems and make it possible to view financial information from within Salesforce.
The Emersion for Salesforce App enhances salesforce with financial information, giving Salesforce users a true 360-degree view of their customers.
Synchronise account and contact information between Emersion and Salesforce.
Emersion's custom objects have been designed to work with any Salesforce configuration.
Subscription information, payments, transactions and even invoices are displayed in Salesforce.
The App synchronises data between Salesforce and Emersion, letting your team work from their preferred system while ensuring that contact and account information is accurate. This saves time, reduces errors and ensures that the information you and your team are acting upon is up to date.
Enhance Salesforce reports and dashboards with information from Emersion including invoices, payments and subscriptions. This will help your team connect the dots across departments, leading to better company-wide performance.
Emersion can automate the subscription billing process, including invoicing, payment processing and sending collection notifications. This saves time and improves cash flow. Your customer's account status and payment information are synchronised to Salesforce in real-time.
Emersion features a range of custom invoice templates that are easy to understand and make it clear how to pay. Invoices from Emersion can be displayed in Salesforce. This will let your customer service team handle many financial enquiries without needing to log into other systems or escalate to finance.
Emersion integrates to vendors, carriers and other enterprise software platforms (e.g. Xero). Information from these integrations, such as service status and usage can then be pushed to Salesforce.
Emersion integrates to voice, data and energy providers and makes it easy to provision services and bill for them. Calculation of usage and pro-rata charges occurs automatically, saving your team time and ensuring that you are billing for the full amount of usage every time.
The Emersion for Salesforce App lets companies integrate Salesforce to ConnectWise and/or Xero through Emersion. To do this, companies will need the Salesforce Module and the ConnectWise/ Xero Module(s).
Emersion features integration to multiple payment providers including Stripe, Ezidebit and many major banks. This makes it easy for companies to accept multiple payment methods including Credit Card, EFT, Direct Debit and more.
Embed customer portals on your website and let your customers sign up for new services and manage their accounts online. Changes made in these online customer portals are automatically updated in Salesforce.This improves customer experience while also reducing your workload.
Please fill in the below contact form to find out more about the Emersion for Salesforce App.