Salesforce Accounting & ERP Software Integration 2017-10-26T14:31:35+00:00
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Salesforce Accounting & ERP Integration

The process of provisioning accounts, billing customers and collecting payment is made easier with a fully integrated software ecosystem the lead-to-cash strategy. There are a couple ways to tie the accounting function into the CRM: either by integrating your preferred ERP system with Sales Cloud CRM or by adopting a solution from the AppExchange. Either route will provide a more comprehensive view of all customer activity. Nuvem partners with many vendors to implement solutions or we can develop a custom integration with your ERP of choice such as SAP, NetSuite and others.

Easier, faster billing

Save time with greatly streamline processes.

Easier, faster billing

Eliminate the need to enter payment data in multiple systems.

Eliminate data silos

All customer data is in one shared place.

Eliminate data silos

Get quick access to data you need.

Unified view of the customer

Get a complete picture of the buyer’s journey

Unified view of the customer

Never miss new Opportunities or ways to improve the experience.

Reports and Dashboards

Get the reports you need to understand cash flow.

Reports and Dashboards

Manage revenue projections, invoices paid and overdue accounts.

Nuvem specializes in a “Lead-to-Cash” business software methodology. We work with clients to transform their businesses by building fully integrated systems that support marketing, sales, pricing, order fulfillment, customer service, accounting and other functions. Our services include general consulting, Salesforce implementation, virtual Salesforce support and custom development.

We work with your team to identify the system requirements and customization, then design a solution that fits your unique needs. We’ll also recommend improvements to streamline business processes. Learn more.

We configure templates, electronic signature integration and handle the data migration. Learn more.

 As you evolve with the platform and grow your business, you may require changes to your existing implementation. Nuvem offers support post-implementation to ensure your systems stay updated with changes in your business or industry. Learn more.

 We offer system administrator and other training packages, as well as customized training with each implementation package to ensure your team can support the solution internally as much as possible. Learn more. 

Why Choose Us

  • A thorough discovery and advisory process led by a senior consultant
  • Business-process expertise gathered from a wide range of vertical industries
  • Consultants who understand the limitations and possibilities of the platform
  • A ‘one-stop-shop’ consulting partner with everything you need to succeed with Salesforce
  • Support services designed to maximize engagement, performance, and ROI

What Clients Say

Simply put, I am not blowing smoke; this really has been the best consulting experience ever. Well done team!

Peggy Smith, Achievers

There is nothing like getting aligned with somebody who understands it. It’s not about being the most cost effective, although they are. It’s not about being the most timely, they are always on time. It’s about aligning their services with the goals I have for my clients. And they get it the first time. That means a lot to me.

Manny Quevedo, EVP Corporate Development, NTT Group Security

If you only chase the best practices you’ll end up at average. You really want to know, ‘what’s the next practice?’ In talking with Jack and his team, he was good at saying, ‘this is where the industry is, but that’s not where you want to be. You want to be in the next place, and these are the ways you can get there affordably, quickly, and without sacrificing all that’s come before.

Candace Quinn, COO, Professional Research Consultants

The importance of getting a company in there who has experience with the use of the system and the full potential of the system is critical. You can use Salesforce as a CRM to manage accounts and contacts, but it has so much more potential than that. That’s why I wanted to use somebody like Nuvem to realize the full potential of the system. They did a great job.

Craig Coopersmith, VP Sales, Nox-Crete Products Group

People make all the difference in these types of projects. We had incredible representation. It’s a little priceless because without the expertise and guidance, we never would have gotten to where we are today. Nuvem has really changed the value we are getting out of that investment, which has been significant.

Shane Piper, VP Sales, Hudl

The Nuvem team, from initial pitch and discovery phase through going live with our deployment of Salesforce, was an absolute delight to work with! They were attentive to our unique needs and educated us along the way. This first experience with them was a success and I hope to continue the relationship with them for all our SF needs.

Heather Reed, VP Sales Operations and Enablement, CDM Media

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