Subscription Billing for Salesforce
Focus on our features
Sofacto is an application conceived and developed in the Salesforce.com environment the world leader in cloud software for entreprises.
The reliability and power of its features allow you to generate automatically and without errors, collect your payments faster and analyze your performance indicators in real times.
Choose Sofacto for its rapid ROI (license from 29euros per month) and for its competent and responsive technical support.
Simplified and secure daily procedures
Sofacto makes your day-to-day sales and billing administration tasks faster, more convenient, more reliable.
– Generation of invoices and credit notes
– Follow-up reminders
– Dunning Processes
– Customer history
– Automation of your business processes
Easily convert a quote to an invoice (only in french)
Create a credit note from an invoice (only in french)
Easily manage all billing scenarios
The application goes even further by proposing the management of complex invoicing cases thanks to adapted, customizable and efficient plans.
– Management of recurring billing (subscriptions)
– Billing and settlement schedules
– Management of several trade names and multiple currencies
– Price revisions
Manage subscriptions (only in french)
Generate billing schedules (only in french)
Generate payment schedules (only in french)
Dashboards so you know everything at a glance
Performance indicators allow you to make the best decisions quickly and easily, with full knowledge of the facts.
– Centralized reporting via customizable dashboards
– Monitoring of multiple indicators: commercial pipeline, order book, turnover, collections, late payments …
– Real-time data update
– Possible collaboration with control of the level of access to the global and / or sensitive data
View Performance Indicators (only in french)
Tracking late payments (only in french)
Monitor payments to better manage your cash flow
Your receivables remain under control thanks to the application: invoices are issued on time, unpaid claims are identified more quickly and management of the reminder is facilitated.
– Follow-up of invoicing issued and forecast
– Monitoring of receipts and alerts on outstanding payments
– Organized Dunning Process and Follow-up
– Possible involvement of all your services in the monitoring of receivables
Manage your payments (only in french)
Manage Your Customer Reminders (only in french)
Customizable interface for optimized experience
Use Sofacto by adapting it to your needs. Your teams will thus gain even more time and efficiency on a daily basis
– Customizing fields and user interface
– Multilingual French / English (other languages possible)
– Management of several trade names and multiple currencies
– Automation of complex scenarios
– Customization of invoice and credit note models
Customize Sofacto permissions (only in french)
Customize invoice templates and credit notes (only in french)
Enjoy Cloud security, flexibility and speed
Based on widely approved Cloud technology, Sofacto offers you all the advantages of the cloud: security; speed; reliability; accessibility …
– Shared data, facilitated collaboration
– Your data accessible anywhere, all the time
– Salesforce.com Cloud Performance and Security
Bill into Salesforce during 30 days
You have nothing to lose, just time and money to gain
They trust us
