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INTEGRATIONS

Salesforce

Access and sync all of your Salesforce information via Tabs’ Salesforce integration.

salesforce

Overview

The Salesforce integration with Tabs automates the flow of customer and deal data, bridging sales activities and financial operations. It syncs customer information, deals, and contracts to enable smooth billing and revenue management.

Features

  • Real-Time Sync: automatically syncs customer data from Salesforce to Tabs, ensuring customer information is up to date for contract creation and financial management
  • Automated Contract Import: sync closed-won opportunities and corresponding contracts in Tabs, facilitating smooth billing and invoicing processes
  • Precise Pricing Data: sync product and pricing details from Salesforce to Tabs, ensuring product data is accurate
  • Transparent Account Management: syncs payments from Tabs to Salesforce, giving sales teams and CX teams real-time visibility into customer payment statuses

Benefits

  • Sales and CX teams gain real-time access to key billing and payment information directly within Salesforce
  • Customer-facing teams can manage customer accounts more effectively, tracking outstanding balances and payment statuses without switching between platforms
  • Automatically sync contract over from closed deals, speeding up the billing cycle and improving cash flow management
  • With up-to-date contract and billing data synced into Tabs from Salesforce, teams can more accurately forecast revenue and manage their sales pipeline, leading to better strategic decision-making

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“There are a million platforms that help you manage spend, but Tabs is unique in that it actually helps me get the company’s money faster. ”

Alan Federman, VP of Finance, Canvas