4Convergence, A Salesforce Consulting Partner

Looking to align Salesforce with your financial processes? It's crucial to understand that this requires more than just an admin and an integration package. What you truly need are experts who understand the operational, technical, and financial aspects of your business. At 4Convergence, we've built a specialized practice focused on aligning your financial operations with your broader business functions. With leadership from a former CFO who possesses extensive Salesforce expertise, our team is ready to optimize your future performance by aligning your operations and finances. Let's connect if you're seeking to improve future performance through seamless alignment of your operations and finances.https://https://lnkd.in/euUdT5GX

If you are using Accounting Seed (Native Salesforce Accounting) to run your business, you may need the capability to send invoice and apply payments for specific lines in a Billing. If you are (or have) a good development team, you can likely build somthing like this in 40-60 hours (BA & Dev time). It is knowing the data structure and building something to meet your business requirements (Flow(s), a few custom objects, custom fields, etc.) If you are looking to get up to speed quickly and inexpensively with capabilities like this, please feel free to reach out. We are more than happy to help. https://lnkd.in/euUdT5GX Background: Accounting Seed is a full accounting platform built into Salesforce. There are several massive benefits to "co-tenancy" of your Business and Financial Operations including: - Single source of all data (no discrepancies, no integration lag) - Reduced technical complexity (manage, improve upon and single platform versus multiple platforms) - Access and ability to fully automate from your business operations into your financial operations with best in class tools - Ease of reporting and analysis #4Convergence #AccountingSeed #LineLevelBilling #Salesforce #BusinessAutomation #FinancialOperations

If you are using Accounting Seed (Native Salesforce Accounting) to run your business, you may need the capability to send invoice and apply payments for specific lines in a Billing. If you are (or have) a good development team, you can likely build somthing like this in 40-60 hours (BA & Dev time). It is knowing the data structure and building something to meet your business requirements (Flow(s), a few custom objects, custom fields, etc.) If you are looking to get up to speed quickly and inexpensively with capabilities like this, please feel free to reach out. We are more than happy to help. https://lnkd.in/euUdT5GX Background: Accounting Seed is a full accounting platform built into Salesforce. There are several massive benefits to "co-tenancy" of your Business and Financial Operations including: - Single source of all data (no discrepancies, no integration lag) - Reduced technical complexity (manage, improve upon and single platform versus multiple platforms) - Access and ability to fully automate from your business operations into your financial operations with best in class tools - Ease of reporting and analysis #4Convergence #AccountingSeed #LineLevelBilling #Salesforce #BusinessAutomation #FinancialOperations

Looking to align Salesforce with your financial processes? It's crucial to understand that this requires more than just an admin and an integration package. What you truly need are experts who understand the operational, technical, and financial aspects of your business. At 4Convergence, we've built a specialized practice focused on aligning your financial operations with your broader business functions. With leadership from a former CFO who possesses extensive Salesforce expertise, our team is ready to optimize your future performance by aligning your operations and finances. Let's connect if you're seeking to improve future performance through seamless alignment of your operations and finances.https://https://lnkd.in/euUdT5GX

If you are using Accounting Seed (Native Salesforce Accounting) to run your business, you may need the capability to send invoice and apply payments for specific lines in a Billing. If you are (or have) a good development team, you can likely build somthing like this in 40-60 hours (BA & Dev time). It is knowing the data structure and building something to meet your business requirements (Flow(s), a few custom objects, custom fields, etc.) If you are looking to get up to speed quickly and inexpensively with capabilities like this, please feel free to reach out. We are more than happy to help. https://lnkd.in/euUdT5GX Background: Accounting Seed is a full accounting platform built into Salesforce. There are several massive benefits to "co-tenancy" of your Business and Financial Operations including: - Single source of all data (no discrepancies, no integration lag) - Reduced technical complexity (manage, improve upon and single platform versus multiple platforms) - Access and ability to fully automate from your business operations into your financial operations with best in class tools - Ease of reporting and analysis #4Convergence #AccountingSeed #LineLevelBilling #Salesforce #BusinessAutomation #FinancialOperations

Looking to align Salesforce with your financial processes? It's crucial to understand that this requires more than just an admin and an integration package. What you truly need are experts who understand the operational, technical, and financial aspects of your business. At 4Convergence, we've built a specialized practice focused on aligning your financial operations with your broader business functions. With leadership from a former CFO who possesses extensive Salesforce expertise, our team is ready to optimize your future performance by aligning your operations and finances. Let's connect if you're seeking to improve future performance through seamless alignment of your operations and finances.https://https://lnkd.in/euUdT5GX

Looking to align Salesforce with your financial processes? It's crucial to understand that this requires more than just an admin and an integration package. What you truly need are experts who understand the operational, technical, and financial aspects of your business. At 4Convergence, we've built a specialized practice focused on aligning your financial operations with your broader business functions. With leadership from a former CFO who possesses extensive Salesforce expertise, our team is ready to optimize your future performance by aligning your operations and finances. Let's connect if you're seeking to improve future performance through seamless alignment of your operations and finances.https://https://lnkd.in/euUdT5GX

If you are looking to better align your operations and financial processes and data, you have 2 options: Integrate or Migrate. As always, you should begin with the end in mind. Instead of thinking about the current pain point (ex. inconsistent data between systems or duplicate data entry), take the big step back and get clear on your goals (ex. improve reporting and analysis capabilities, improve organizational efficiency). Understand your options and more importantly the tradeoffs between your options. Option #1: Integrating your financial systems with Salesforce. This is accomplished through identifying and implementing a 3rd party integration package. Pros of this approach: Consistent data and unchanged user experience in financial package. Cons of this approach: Data residing in multiple places, increased technical complexity, data lags. Option #2: Migrating your financials into Salesforce. This is accomplished through an AppExchange offering, Accounting Seed. Pros of this approach: Single source of data, organizational efficiency through ability to automate operations/financial processes, reduced technical complexity, simplified user experience. Cons of this approach: Different user experience within financial package, migration to new financial system, advanced functionality differences. Let's connect if you're seeking to improve future performance through seamless alignment of your operations and finances.https://https://lnkd.in/euUdT5GX

Looking to align Salesforce with your financial processes? It's crucial to understand that this requires more than just an admin and an integration package. What you truly need are experts who understand the operational, technical, and financial aspects of your business. At 4Convergence, we've built a specialized practice focused on aligning your financial operations with your broader business functions. With leadership from a former CFO who possesses extensive Salesforce expertise, our team is ready to optimize your future performance by aligning your operations and finances. Let's connect if you're seeking to improve future performance through seamless alignment of your operations and finances.https://https://lnkd.in/euUdT5GX

Looking to align Salesforce with your financial processes? It's crucial to understand that this requires more than just an admin and an integration package. What you truly need are experts who understand the operational, technical, and financial aspects of your business. At 4Convergence, we've built a specialized practice focused on aligning your financial operations with your broader business functions. With leadership from a former CFO who possesses extensive Salesforce expertise, our team is ready to optimize your future performance by aligning your operations and finances. Let's connect if you're seeking to improve future performance through seamless alignment of your operations and finances.https://https://lnkd.in/euUdT5GX